Tyler Stone Wealth Management First Tr Large Cap Value Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in First Tr Large Cap Value stock. As of the latest transaction made, Tyler Stone Wealth Management holds 7,006 shares of FTA stock, worth $541,914. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,006

Previous 7,005 0.01%

Holding current value

$541,914

Previous $554,000 3.43%

% of portfolio

0.1%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$75.21 - $83.49 $75 - $83	1 Added 0.01%	7,006 $535,000
Q3 2024 Nov 04, 2024	BUY	$72.76 - $79.13 $255,314 - $277,667	3,509 Added 100.37%	7,005 $554,000
Q2 2024 Aug 14, 2024	SELL	$72.36 - $76.0 $40,376 - $42,408	-558 Reduced 13.76%	3,496 $257,000
Q1 2024 May 15, 2024	SELL	$69.01 - $76.38 $59,555 - $65,915	-863 Reduced 17.55%	4,054 $309,000
Q4 2023 Feb 14, 2024	SELL	$61.6 - $71.44 $63,448 - $73,583	-1,030 Reduced 17.32%	4,917 $348,000
Q3 2023 Nov 14, 2023	BUY	$64.61 - $70.36 $452 - $492	7 Added 0.12%	5,947 $385,000
Q2 2023 Aug 14, 2023	BUY	$62.32 - $67.04 $560 - $603	9 Added 0.15%	5,940 $396,000
Q4 2022 Feb 14, 2023	BUY	$58.47 - $69.36 $467 - $554	8 Added 0.14%	5,931 $390,000
Q3 2022 Nov 14, 2022	BUY	$57.68 - $69.23 $346 - $415	6 Added 0.1%	5,923 $342,000
Q2 2022 Aug 11, 2022	SELL	$61.01 - $72.65 $17,997 - $21,431	-295 Reduced 4.75%	5,917 $367,000
Q1 2022 May 12, 2022	BUY	$67.33 - $72.28 $269 - $289	4 Added 0.06%	6,212 $438,000
Q4 2021 Feb 22, 2022	BUY	$64.95 - $69.91 $403,209 - $434,001	6,208 New	6,208 $434,000

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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Tyler Stone Wealth Management First Tr Large Cap Value Transaction History