Purchases and Sales Made in Q1 2025 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
46.4K+ 4562.05% |
$3.45M - $3.73M
|
47.4K
$3.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.31K+ 84600.0% |
$693K - $748K
|
9.32K
$663K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.57KNew |
$266K - $287K
|
3.57K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.89K+ 5.35% |
$141K - $152K
|
37.2K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
744+ 3.55% |
$55.4K - $59.8K
|
21.7K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
484+ 0.18% |
$36K - $38.9K
|
276K
$19.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
380+ 447.06% |
$28.3K - $30.5K
|
465
$33.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
80+ 83.33% |
$5.95K - $6.43K
|
176
$12.5K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79New |
$5.88K - $6.35K
|
79
$5.63K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13+ 0.02% |
$967 - $1.04K
|
57K
$4.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$74.4 - $80.3
|
10.5K
$746K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 0.39% |
$2.23K - $2.41K
|
7.65K
$545K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-87- 7.76% |
$6.47K - $6.99K
|
1.03K
$73.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-508- 3.5% |
$37.8K - $40.8K
|
14K
$997K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-680- 8.69% |
$50.6K - $54.6K
|
7.15K
$509K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 14.55% |
$105K - $113K
|
8.26K
$588K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.55K- 28.36% |
$116K - $125K
|
3.93K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.13K- 48.23% |
$308K - $332K
|
4.44K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.45K- 5.83% |
$331K - $358K
|
71.9K
$5.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-12.3K- 26.71% |
$913K - $986K
|
33.7K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-46.8K- 98.7% |
$3.48M - $3.76M
|
618
$44K
|