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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 1.47% |
$14.2K - $16.7K
|
14.7K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
199New |
$13.4K - $15.6K
|
199
$16.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
189+ 0.43% |
$12.7K - $14.9K
|
43.8K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185+ 0.78% |
$12.4K - $14.5K
|
23.8K
$1.97M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
185+ 4.17% |
$12.4K - $14.5K
|
4.62K
$382K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176+ 4.02% |
$11.8K - $13.8K
|
4.55K
$376K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 2.43% |
$6.85K - $8.02K
|
4.3K
$355K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 0.2% |
$5.17K - $6.05K
|
38K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
56+ 0.81% |
$3.76K - $4.4K
|
6.98K
$577K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
46New |
$3.09K - $3.62K
|
46
$3.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42+ 0.57% |
$2.82K - $3.3K
|
7.44K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.25% |
$2.48K - $2.91K
|
15K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
22+ 0.4% |
$1.48K - $1.73K
|
5.55K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11+ 0.4% |
$738 - $865
|
2.79K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6+ 0.12% |
$403 - $472
|
5.03K
$415K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.2% |
$403 - $472
|
2.96K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.13% |
$268 - $315
|
3.1K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.13% |
$268 - $315
|
3K
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.29% |
$201 - $236
|
1.04K
$85.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2+ 0.04% |
$134 - $157
|
5.63K
$465K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$67.1 - $78.6
|
10.5K
$865K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$67.1 - $78.6
|
7.01K
$579K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1+ 0.07% |
$67.1 - $78.6
|
1.36K
$112K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.06% |
$67.1 - $78.6
|
1.62K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 1.33% |
$268 - $315
|
297
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-5- 0.06% |
$336 - $393
|
8.83K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$537 - $629
|
6.58K
$543K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 3.54% |
$738 - $865
|
300
$24.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 0.34% |
$805 - $944
|
3.56K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16- 0.6% |
$1.07K - $1.26K
|
2.67K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-16- 12.03% |
$1.07K - $1.26K
|
117
$9.66K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-26- 0.19% |
$1.75K - $2.04K
|
14K
$1.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-26- 0.2% |
$1.75K - $2.04K
|
12.9K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-36- 0.64% |
$2.42K - $2.83K
|
5.57K
$460K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-52- 0.67% |
$3.49K - $4.09K
|
7.74K
$639K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-55- 8.9% |
$3.69K - $4.32K
|
563
$46.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.94% |
$5.24K - $6.13K
|
8.18K
$676K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 45.45% |
$5.37K - $6.29K
|
96
$7.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 39.22% |
$5.37K - $6.29K
|
124
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-83- 2.75% |
$5.57K - $6.53K
|
2.93K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-106- 3.67% |
$7.11K - $8.33K
|
2.78K
$230K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-147- 3.75% |
$9.87K - $11.6K
|
3.78K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-163- 1.78% |
$10.9K - $12.8K
|
8.99K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-196- 0.66% |
$13.2K - $15.4K
|
29.7K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-229- 0.96% |
$15.4K - $18K
|
23.7K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-255- 7.45% |
$17.1K - $20.1K
|
3.17K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-262- 9.27% |
$17.6K - $20.6K
|
2.56K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-299- 7.1% |
$20.1K - $23.5K
|
3.91K
$323K
|