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 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 3.88% |
$726K - $851K
|
268K
$22.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.2K- 55.83% |
$816K - $956K
|
9.62K
$794K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13K- 17.64% |
$874K - $1.02M
|
60.8K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.4K- 4.81% |
$968K - $1.13M
|
285K
$23.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.7K- 64.58% |
$1.19M - $1.39M
|
9.7K
$801K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.7K- 87.09% |
$1.25M - $1.47M
|
2.77K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.6K- 18.71% |
$1.31M - $1.54M
|
85K
$7.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.1K- 85.4% |
$1.48M - $1.74M
|
3.77K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-24K- 61.71% |
$1.61M - $1.89M
|
14.9K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.6K- 54.33% |
$3.46M - $4.05M
|
43.3K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.8K- 18.82% |
$3.74M - $4.38M
|
241K
$19.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.3K- 3.19% |
$4.59M - $5.37M
|
2.07M
$171M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-185K- 66.99% |
$12.4M - $14.6M
|
91.3K
$7.54M
|