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 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-673- 13.75% |
$50.1K - $54.1K
|
4.22K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-680- 8.69% |
$50.6K - $54.6K
|
7.15K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-710- 14.34% |
$52.8K - $57K
|
4.24K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-875- 11.23% |
$65.1K - $70.3K
|
6.92K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-898- 50.0% |
$66.8K - $72.1K
|
898
$68.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-904- 30.5% |
$67.3K - $72.6K
|
2.06K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 25.92% |
$76.4K - $82.4K
|
2.93K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 19.15% |
$79.5K - $85.8K
|
4.51K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.11K- 6.58% |
$82.2K - $88.8K
|
15.7K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.24K- 5.56% |
$92.4K - $99.8K
|
21.1K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.32K- 2.95% |
$98.5K - $106K
|
43.6K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 19.56% |
$104K - $112K
|
5.73K
$438K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 14.55% |
$105K - $113K
|
8.26K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 19.88% |
$107K - $115K
|
5.79K
$442K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.55K- 28.36% |
$116K - $125K
|
3.93K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.7K- 27.95% |
$126K - $136K
|
4.37K
$334K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.75K- 22.49% |
$130K - $140K
|
6.02K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.79K- 6.14% |
$133K - $144K
|
27.4K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.91K- 16.11% |
$142K - $153K
|
9.94K
$760K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.01K- 18.56% |
$150K - $162K
|
8.83K
$675K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.28K- 3.56% |
$170K - $183K
|
62K
$4.74M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.37K- 2.19% |
$177K - $191K
|
106K
$8.08M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.46K- 11.3% |
$183K - $197K
|
19.3K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.48K- 26.34% |
$184K - $199K
|
6.93K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.85K- 1.78% |
$212K - $229K
|
158K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.87K- 23.8% |
$213K - $230K
|
9.18K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.6K- 8.46% |
$268K - $289K
|
38.9K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.81K- 20.88% |
$284K - $306K
|
14.4K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.91K- 12.65% |
$291K - $314K
|
27K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.11K- 21.88% |
$306K - $330K
|
14.7K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.13K- 48.23% |
$308K - $332K
|
4.44K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.2K- 7.28% |
$312K - $337K
|
53.4K
$4.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.45K- 5.83% |
$331K - $358K
|
71.9K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.96K- 1.64% |
$369K - $398K
|
296K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.94KClosed |
$442K - $478K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.97K- 16.64% |
$444K - $479K
|
29.9K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.97K- 20.33% |
$444K - $480K
|
23.4K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.12K- 6.52% |
$455K - $491K
|
87.7K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.03K- 21.68% |
$523K - $565K
|
25.4K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.34K- 44.68% |
$621K - $670K
|
10.3K
$789K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.91K- 33.74% |
$663K - $716K
|
17.5K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.3K- 8.34% |
$768K - $829K
|
113K
$8.67M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.6K- 33.08% |
$788K - $851K
|
21.4K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.6K- 22.35% |
$864K - $933K
|
40.3K
$3.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-12.3K- 26.71% |
$913K - $986K
|
33.7K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.1K- 21.56% |
$1.13M - $1.22M
|
55.1K
$4.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.6K- 15.1% |
$1.38M - $1.49M
|
105K
$8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.9K- 10.08% |
$1.48M - $1.6M
|
178K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-22.5K- 56.03% |
$1.68M - $1.81M
|
17.7K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.3K- 10.29% |
$1.74M - $1.87M
|
203K
$15.5M
|