Northern Oak Wealth Management Inc First Tr Multi Cap Value Alpha Transaction History

Northern Oak Wealth Management Inc

$788 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	$53.15 - $57.42 $27,053 - $29,226	-509 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	$53.54 - $57.13 $27,251 - $29,079	509	509 $0

Others Institutions Holding FAB

# of Institutions

71

Shares Held

885K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

116K
Shares

$9.54 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.1K
Shares

$5.99 Million
0.02% of portfolio
Morgan Stanley New York, NY

67.3K
Shares

$5.52 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

60.2K
Shares

$4.93 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.09 Million
0.01% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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