Independent Wealth Network Inc. First Tr Large Cap Value Transaction History

Independent Wealth Network Inc.

  • $304 Million
  • Q4 2025

A detailed history of Independent Wealth Network Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,627 shares of FTA stock, worth $470,698. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,627
Previous 5,618 0.16%
Holding current value
$470,698
Previous $468,000 0.43%
% of portfolio
0.15%
Previous 0.16%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$81.12 - $84.51 $730 - $760
9 Added 0.16%
5,627 $470,000
Q3 2025

Oct 15, 2025
BUY
$78.13 - $83.78 $3,750 - $4,021
48 Added 0.86%
5,618 $468,000
Q2 2025

Jul 16, 2025
SELL
$67.12 - $78.63 $2,416 - $2,830
-36 Reduced 0.64%
5,570 $437,000
Q1 2025

May 02, 2025
SELL
$74.42 - $80.34 $16,670 - $17,996
-224 Reduced 3.84%
5,606 $430,000
Q4 2024

Jan 17, 2025
BUY
$75.21 - $83.49 $6,844 - $7,597
91 Added 1.59%
5,830 $445,000
Q3 2024

Oct 15, 2024
BUY
$72.76 - $79.13 $72 - $79
1 Added 0.02%
5,739 $454,000
Q2 2024

Jul 18, 2024
SELL
$72.36 - $76.0 $506 - $532
-7 Reduced 0.12%
5,738 $422,000
Q1 2024

Apr 11, 2024
SELL
$69.01 - $76.38 $7,315 - $8,096
-106 Reduced 1.81%
5,745 $438,000
Q4 2023

Jan 12, 2024
BUY
$61.6 - $71.44 $123 - $142
2 Added 0.03%
5,851 $414,000
Q3 2023

Oct 11, 2023
SELL
$64.61 - $70.36 $40,704 - $44,326
-630 Reduced 9.72%
5,849 $378,000
Q2 2023

Jul 12, 2023
SELL
$62.32 - $67.04 $8,226 - $8,849
-132 Reduced 2.0%
6,479 $432,000
Q1 2023

Apr 18, 2023
SELL
$63.26 - $73.3 $1,328 - $1,539
-21 Reduced 0.32%
6,611 $438,000
Q4 2022

Jan 25, 2023
SELL
$58.47 - $69.36 $14,383 - $17,062
-246 Reduced 3.58%
6,632 $0
Q3 2022

Oct 17, 2022
SELL
$57.68 - $69.23 $18,630 - $22,361
-323 Reduced 4.49%
6,878 $397,000
Q2 2022

Jul 26, 2022
SELL
$61.01 - $72.65 $56,861 - $67,709
-932 Reduced 11.46%
7,201 $447,000
Q1 2022

Apr 20, 2022
SELL
$67.33 - $72.28 $14,947 - $16,046
-222 Reduced 2.66%
8,133 $574,000
Q4 2021

Feb 10, 2022
BUY
$64.95 - $69.91 $18,640 - $20,064
287 Added 3.56%
8,355 $584,000
Q3 2021

Nov 04, 2021
BUY
$63.75 - $67.86 $514,335 - $547,494
8,068 New
8,068 $551,000

Others Institutions Holding FTA

# of Institutions
224
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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