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 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13+ 0.02% |
$967 - $1.04K
|
57K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.15% |
$670 - $723
|
6.19K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
8+ 0.06% |
$595 - $643
|
12.9K
$989K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7+ 0.14% |
$521 - $562
|
5.02K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.14% |
$447 - $482
|
4.24K
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.2% |
$447 - $482
|
3K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.12% |
$298 - $321
|
3.39K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$74.4 - $80.3
|
154
$11.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$74.4 - $80.3
|
10.5K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$74.4 - $80.3
|
7.01K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$74.4 - $80.3
|
5.67K
$434K
|
|
|
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
$585K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41- 21.13% |
$3.05K - $3.29K
|
153
$11.7K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-42- 0.74% |
$3.13K - $3.37K
|
5.61K
$429K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42- 0.6% |
$3.13K - $3.37K
|
6.96K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 12.39% |
$3.27K - $3.53K
|
311
$23.8K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44- 0.02% |
$3.27K - $3.53K
|
214K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-50- 2.15% |
$3.72K - $4.02K
|
2.28K
$174K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-62- 0.35% |
$4.61K - $4.98K
|
17.6K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-68- 1.27% |
$5.06K - $5.46K
|
5.29K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-75- 0.95% |
$5.58K - $6.03K
|
7.79K
$596K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-87- 7.76% |
$6.47K - $6.99K
|
1.03K
$79.1K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-98- 3.15% |
$7.29K - $7.87K
|
3.02K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-98- 5.7% |
$7.29K - $7.87K
|
1.62K
$124K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 3.13% |
$7.44K - $8.03K
|
3.1K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-111- 5.56% |
$8.26K - $8.92K
|
1.88K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-139- 5.1% |
$10.3K - $11.2K
|
2.59K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-157- 1.69% |
$11.7K - $12.6K
|
9.15K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-174- 1.93% |
$12.9K - $14K
|
8.84K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-182- 0.93% |
$13.5K - $14.6K
|
19.4K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-194- 31.09% |
$14.4K - $15.6K
|
430
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-202- 0.07% |
$15K - $16.2K
|
279K
$21.3M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 3.84% |
$16.7K - $18K
|
5.61K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-234- 0.94% |
$17.4K - $18.8K
|
24.7K
$1.89M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-250- 3.63% |
$18.6K - $20.1K
|
6.64K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-252- 2.47% |
$18.8K - $20.2K
|
9.95K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-382- 6.93% |
$28.4K - $30.7K
|
5.13K
$392K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-397- 51.76% |
$29.5K - $31.9K
|
370
$28.3K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-399- 11.48% |
$29.7K - $32.1K
|
3.08K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-399- 1.04% |
$29.7K - $32.1K
|
37.9K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-409- 8.88% |
$30.4K - $32.9K
|
4.2K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-412- 4.86% |
$30.7K - $33.1K
|
8.06K
$616K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-452- 10.08% |
$33.6K - $36.3K
|
4.03K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-475- 2.8% |
$35.3K - $38.2K
|
16.5K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-506- 15.19% |
$37.7K - $40.7K
|
2.83K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-508- 3.5% |
$37.8K - $40.8K
|
14K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-535- 2.78% |
$39.8K - $43K
|
18.7K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-594- 16.09% |
$44.2K - $47.7K
|
3.1K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-616- 17.58% |
$45.8K - $49.5K
|
2.89K
$221K
|