Warren Averett Asset Management, LLC First Tr Large Cap Value Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 14,954 shares of FTA stock, worth $1.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,954
Previous 14,974 0.13%
Holding current value
$1.25 Million
Previous $1.18 Million 5.86%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$78.13 - $83.78 $1,562 - $1,675
-20 Reduced 0.13%
14,954 $1.25 Million
Q2 2025

Aug 14, 2025
BUY
$67.12 - $78.63 $2,483 - $2,909
37 Added 0.25%
14,974 $1.18 Million
Q1 2025

May 15, 2025
BUY
$74.42 - $80.34 $130,979 - $141,398
1,760 Added 13.36%
14,937 $1.15 Million
Q4 2024

Feb 14, 2025
BUY
$75.21 - $83.49 $991,042 - $1.1 Million
13,177 New
13,177 $1.01 Million

Others Institutions Holding FTA

# of Institutions
227
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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