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
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-300- 8.86% |
$20.1K - $23.6K
|
3.09K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-316- 1.46% |
$21.2K - $24.8K
|
21.4K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-364- 2.08% |
$24.4K - $28.6K
|
17.1K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-382- 2.6% |
$25.6K - $30K
|
14.3K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-519- 3.36% |
$34.8K - $40.8K
|
14.9K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-531- 5.56% |
$35.6K - $41.8K
|
9.03K
$745K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-562- 6.37% |
$37.7K - $44.2K
|
8.26K
$682K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-587- 5.69% |
$39.4K - $46.2K
|
9.74K
$804K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-615- 11.62% |
$41.3K - $48.4K
|
4.68K
$386K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-663- 1.71% |
$44.5K - $52.1K
|
38.1K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-673- 4.29% |
$45.2K - $52.9K
|
15K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-684- 3.89% |
$45.9K - $53.8K
|
16.9K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-722- 1.31% |
$48.5K - $56.8K
|
54.4K
$4.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-728- 17.16% |
$48.9K - $57.2K
|
3.51K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-800- 22.22% |
$53.7K - $62.9K
|
2.8K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-809- 7.21% |
$54.3K - $63.6K
|
10.4K
$860K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-885- 12.39% |
$59.4K - $69.6K
|
6.26K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-970- 12.04% |
$65.1K - $76.3K
|
7.09K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-985- 21.85% |
$66.1K - $77.5K
|
3.52K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 1.65% |
$68.8K - $80.6K
|
60.9K
$5.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.14K- 26.9% |
$76.2K - $89.3K
|
3.09K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.16K- 4.69% |
$77.7K - $91.1K
|
23.5K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.23K- 3.98% |
$82.2K - $96.3K
|
29.5K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.28K- 1.34% |
$85.7K - $100K
|
93.8K
$7.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.39K- 32.73% |
$93K - $109K
|
2.85K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 47.6% |
$99K - $116K
|
1.62K
$134K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.59K- 22.99% |
$107K - $125K
|
5.33K
$440K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 4.08% |
$110K - $129K
|
38.7K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 15.24% |
$119K - $139K
|
9.82K
$811K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-1.9K- 1.41% |
$127K - $149K
|
132K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 35.61% |
$137K - $160K
|
3.69K
$305K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.3K- 11.0% |
$154K - $181K
|
18.6K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.4K- 39.89% |
$161K - $189K
|
3.62K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.53K- 3.52% |
$170K - $199K
|
69.4K
$5.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.69K- 13.69% |
$248K - $290K
|
23.3K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.77K- 1.85% |
$253K - $296K
|
200K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.25K- 4.85% |
$285K - $334K
|
83.4K
$6.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.53K- 2.87% |
$304K - $356K
|
153K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.65K- 2.62% |
$312K - $365K
|
173K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.64K- 5.34% |
$379K - $444K
|
100K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.41K- 3.0% |
$430K - $504K
|
207K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.51K- 61.18% |
$437K - $511K
|
4.13K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.57K- 1.56% |
$441K - $517K
|
415K
$34.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-6.88K- 29.41% |
$462K - $541K
|
16.5K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.95K- 2.32% |
$466K - $546K
|
293K
$24.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.95K- 74.63% |
$467K - $547K
|
2.36K
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.12K- 43.13% |
$478K - $560K
|
9.38K
$775K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-7.7K- 39.63% |
$517K - $605K
|
11.7K
$969K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.76K- 43.94% |
$521K - $610K
|
9.91K
$818K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.18K- 99.92% |
$616K - $722K
|
7
$578
|