Purchases and Sales Made in Q3 2025 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.16K+ 3.91% |
$247K - $264K
|
83.9K
$6.93M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.88KNew |
$225K - $242K
|
2.88K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.4KNew |
$188K - $201K
|
2.4K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 0.65% |
$78.1K - $83.8K
|
154K
$12.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
689+ 3.23% |
$53.8K - $57.7K
|
22.1K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
574New |
$44.8K - $48.1K
|
574
$47.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
573+ 12.4% |
$44.8K - $48K
|
5.19K
$429K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
537+ 1.37% |
$42K - $45K
|
39.6K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
435+ 11.53% |
$34K - $36.4K
|
4.21K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
258+ 2.63% |
$20.2K - $21.6K
|
10.1K
$833K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 42.56% |
$14.3K - $15.3K
|
613
$50.6K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
133+ 0.35% |
$10.4K - $11.1K
|
38.3K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
124+ 2.14% |
$9.69K - $10.4K
|
5.91K
$488K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 2.49% |
$7.19K - $7.71K
|
3.78K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 4.02% |
$4.69K - $5.03K
|
1.55K
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
48+ 0.86% |
$3.75K - $4.02K
|
5.62K
$464K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11+ 0.06% |
$859 - $922
|
18.9K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.04% |
$78.1 - $83.8
|
2.52K
$208K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$78.1 - $83.8
|
155
$12.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-23- 1.42% |
$1.8K - $1.93K
|
1.6K
$132K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-82- 1.8% |
$6.41K - $6.87K
|
4.47K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-98- 0.94% |
$7.66K - $8.21K
|
10.4K
$857K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-118- 3.12% |
$9.22K - $9.89K
|
3.66K
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-168- 3.15% |
$13.1K - $14.1K
|
5.16K
$426K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 13.03% |
$14.1K - $15.1K
|
1.2K
$99.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-703- 1.15% |
$54.9K - $58.9K
|
60.2K
$4.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-741- 20.49% |
$57.9K - $62.1K
|
2.88K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-866- 2.45% |
$67.7K - $72.6K
|
34.5K
$2.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.13K- 2.33% |
$166K - $178K
|
89.1K
$7.36M
|