New Edge Wealth, LLC First Tr Large Cap Value Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, New Edge Wealth, LLC holds 26,422 shares of FTA stock, worth $2.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

26,422

Previous 26,392 0.11%

Holding current value

$2.04 Million

Previous $2.09 Million 3.26%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$75.21 - $83.49 $2,256 - $2,504	30 Added 0.11%	26,422 $2.02 Million
Q3 2024 Nov 12, 2024	SELL	$72.76 - $79.13 $38,562 - $41,938	-530 Reduced 1.97%	26,392 $2.09 Million
Q2 2024 Aug 01, 2024	SELL	$72.36 - $76.0 $24,385 - $25,612	-337 Reduced 1.24%	26,922 $1.98 Million
Q1 2024 May 06, 2024	SELL	$69.01 - $76.38 $1,725 - $1,909	-25 Reduced 0.09%	27,259 $2.08 Million
Q4 2023 Jan 29, 2024	SELL	$61.6 - $71.44 $420,420 - $487,578	-6,825 Reduced 20.01%	27,284 $1.93 Million
Q3 2023 Nov 08, 2023	BUY	$64.61 - $70.36 $2,519 - $2,744	39 Added 0.11%	34,109 $2.21 Million
Q2 2023 Aug 09, 2023	BUY	$62.32 - $67.04 $1.31 Million - $1.41 Million	20,999 Added 160.65%	34,070 $2.27 Million
Q1 2023 May 08, 2023	BUY	$63.26 - $73.3 $826,871 - $958,104	13,071 New	13,071 $867,000

Others Institutions Holding FTA

# of Institutions

219

Shares Held

11.2M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC First Tr Large Cap Value Transaction History