Wmg Financial Advisors, LLC First Tr Lge Cap Growth Transaction History

Wmg Financial Advisors, LLC

$215 Million
Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,198 shares of FTC stock, worth $574,832. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,198

Previous 4,245 1.11%

Holding current value

$574,832

Previous $557,000 3.59%

% of portfolio

0.27%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$130.13 - $149.09 $6,116 - $7,007	-47 Reduced 1.11%	4,198 $577,000
Q3 2024 Oct 31, 2024	SELL	$115.51 - $131.45 $9,702 - $11,041	-84 Reduced 1.94%	4,245 $557,000
Q2 2024 Jul 30, 2024	SELL	$113.42 - $123.87 $19,508 - $21,305	-172 Reduced 3.82%	4,329 $530,000
Q4 2023 Feb 08, 2024	SELL	$91.56 - $110.04 $9,613 - $11,554	-105 Reduced 2.28%	4,501 $493,000
Q3 2022 Oct 18, 2022	SELL	$85.55 - $100.9 $5,731 - $6,760	-67 Reduced 1.43%	4,606 $391,000
Q2 2022 Aug 08, 2022	SELL	$85.37 - $107.56 $149,995 - $188,982	-1,757 Reduced 27.33%	4,673 $412,000
Q1 2022 Apr 18, 2022	SELL	$97.1 - $118.68 $430,444 - $526,108	-4,433 Reduced 40.81%	6,430 $686,000
Q4 2021 Feb 14, 2022	BUY	$109.29 - $124.15 $1.19 Million - $1.35 Million	10,863 New	10,863 $1.31 Million

Others Institutions Holding FTC

# of Institutions

207

Shares Held

5.78M

Call Options Held

Put Options Held

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About FIRST TR LGE CAP GROWTH

Ticker FTC
Sector ETFs
Industry ETFs

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Wmg Financial Advisors, LLC First Tr Lge Cap Growth Transaction History