Purchases and Sales Made in Q2 2025 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
89.5K+ 78.88% |
$6M - $7.03M
|
203K
$16M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.5K+ 22.81% |
$1.71M - $2M
|
137K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
24.3K+ 22.68% |
$1.63M - $1.91M
|
131K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.94K+ 368.1% |
$465K - $545K
|
8.82K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.78KNew |
$388K - $455K
|
5.78K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.77KNew |
$253K - $297K
|
3.77K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.86KNew |
$192K - $225K
|
2.86K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.56KNew |
$172K - $201K
|
2.56K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 6.15% |
$166K - $195K
|
42.8K
$3.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 5.99% |
$151K - $176K
|
39.7K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.86K+ 4.99% |
$125K - $146K
|
39.1K
$3.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.73K+ 5.15% |
$116K - $136K
|
35.4K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
916+ 196.99% |
$61.5K - $72K
|
1.38K
$109K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
784New |
$52.6K - $61.6K
|
784
$61.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
575+ 3.15% |
$38.6K - $45.2K
|
18.8K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
319+ 27.2% |
$21.4K - $25.1K
|
1.49K
$118K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
267New |
$17.9K - $21K
|
267
$21.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
217New |
$14.6K - $17.1K
|
217
$17.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 1.47% |
$14.2K - $16.7K
|
14.7K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
199New |
$13.4K - $15.6K
|
199
$15.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
189+ 0.43% |
$12.7K - $14.9K
|
43.8K
$3.46M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
185+ 4.17% |
$12.4K - $14.5K
|
4.62K
$365K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176+ 4.02% |
$11.8K - $13.8K
|
4.55K
$359K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 2.43% |
$6.85K - $8.02K
|
4.3K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 0.2% |
$5.17K - $6.05K
|
38K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
46New |
$3.09K - $3.62K
|
46
$3.63K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42+ 0.57% |
$2.82K - $3.3K
|
7.44K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.2% |
$403 - $472
|
2.96K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.13% |
$268 - $315
|
3K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.29% |
$201 - $236
|
1.04K
$81.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$67.1 - $78.6
|
10.5K
$827K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1+ 0.07% |
$67.1 - $78.6
|
1.36K
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 0.34% |
$805 - $944
|
3.56K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-26- 0.19% |
$1.75K - $2.04K
|
14K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-26- 0.2% |
$1.75K - $2.04K
|
12.9K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-36- 0.64% |
$2.42K - $2.83K
|
5.57K
$440K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-52- 0.67% |
$3.49K - $4.09K
|
7.74K
$611K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-55- 8.9% |
$3.69K - $4.32K
|
563
$44.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.94% |
$5.24K - $6.13K
|
8.18K
$646K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 45.45% |
$5.37K - $6.29K
|
96
$7.58K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-147- 3.75% |
$9.87K - $11.6K
|
3.78K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-163- 1.78% |
$10.9K - $12.8K
|
8.99K
$710K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-229- 0.96% |
$15.4K - $18K
|
23.7K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-262- 9.27% |
$17.6K - $20.6K
|
2.56K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-300- 8.86% |
$20.1K - $23.6K
|
3.09K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-316- 1.46% |
$21.2K - $24.8K
|
21.4K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-519- 3.36% |
$34.8K - $40.8K
|
14.9K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-531- 5.56% |
$35.6K - $41.8K
|
9.03K
$713K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-587- 5.69% |
$39.4K - $46.2K
|
9.74K
$769K
|