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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.9KNew |
$7.06M - $7.62M
|
94.9K
$7.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
46.4K+ 4562.05% |
$3.45M - $3.73M
|
47.4K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.3K+ 59.3% |
$1.81M - $1.95M
|
65.2K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 160.02% |
$1.18M - $1.28M
|
25.9K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 1.86% |
$1.17M - $1.27M
|
865K
$66.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 3.47% |
$747K - $807K
|
300K
$22.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.31K+ 84600.0% |
$693K - $748K
|
9.32K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.63K+ 57.62% |
$643K - $694K
|
23.6K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.76KNew |
$578K - $624K
|
7.76K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.87K+ 1.98% |
$437K - $472K
|
302K
$23.1M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.77K+ 219.76% |
$429K - $464K
|
8.4K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.82K+ 1.16% |
$359K - $387K
|
422K
$32.3M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.37K+ 25.11% |
$325K - $351K
|
21.8K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.57KNew |
$266K - $287K
|
3.57K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.2KNew |
$238K - $257K
|
3.2K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.09KNew |
$230K - $248K
|
3.09K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.06KNew |
$228K - $246K
|
3.06K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.68KNew |
$200K - $215K
|
2.68K
$205K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.18K+ 46.26% |
$162K - $175K
|
6.89K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 5.67% |
$155K - $167K
|
38.8K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.89K+ 5.35% |
$141K - $152K
|
37.2K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 13.36% |
$131K - $141K
|
14.9K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 4.08% |
$118K - $127K
|
40.3K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 1.54% |
$107K - $116K
|
95.1K
$7.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.36KNew |
$101K - $109K
|
1.36K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 12.46% |
$92.5K - $99.9K
|
11.2K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.03K+ 0.51% |
$76.7K - $82.8K
|
201K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 2.76% |
$75K - $81K
|
37.5K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
946+ 0.89% |
$70.4K - $76K
|
107K
$8.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
898+ 100.0% |
$66.8K - $72.1K
|
1.8K
$137K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
790+ 3.89% |
$58.8K - $63.5K
|
21.1K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
744+ 3.55% |
$55.4K - $59.8K
|
21.7K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
484+ 0.18% |
$36K - $38.9K
|
276K
$21.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
480New |
$35.7K - $38.6K
|
480
$36.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
380+ 447.06% |
$28.3K - $30.5K
|
465
$35.6K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
287+ 0.21% |
$21.4K - $23.1K
|
134K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
204New |
$15.2K - $16.4K
|
204
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
120+ 4.23% |
$8.93K - $9.64K
|
2.96K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
117+ 0.64% |
$8.71K - $9.4K
|
18.3K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
92+ 1.26% |
$6.85K - $7.39K
|
7.39K
$565K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
80+ 83.33% |
$5.95K - $6.43K
|
176
$13.5K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79New |
$5.88K - $6.35K
|
79
$6.04K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75+ 0.36% |
$5.58K - $6.03K
|
20.9K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56+ 0.36% |
$4.17K - $4.5K
|
15.4K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
53+ 66.25% |
$3.94K - $4.26K
|
133
$10.2K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 0.53% |
$2.16K - $2.33K
|
5.54K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
29+ 0.09% |
$2.16K - $2.33K
|
30.7K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
28+ 0.51% |
$2.08K - $2.25K
|
5.53K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.26% |
$1.86K - $2.01K
|
9.56K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15+ 0.54% |
$1.12K - $1.21K
|
2.78K
$213K
|