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
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-35.2K- 49.6% |
$2.62M - $2.83M
|
35.8K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.6K- 1.82% |
$2.95M - $3.18M
|
2.14M
$164M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-46.8K- 98.7% |
$3.48M - $3.76M
|
618
$47.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-55.6K- 5.51% |
$4.14M - $4.47M
|
955K
$73M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-59.3K- 44.57% |
$4.42M - $4.77M
|
73.8K
$5.64M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.5K- 30.47% |
$4.8M - $5.18M
|
147K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65.8K- 37.07% |
$4.89M - $5.28M
|
112K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-152K- 33.65% |
$11.3M - $12.2M
|
300K
$22.9M
|