Purchases and Sales Made in Q4 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.7KNew |
$1.1M - $1.23M
|
14.7K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.57KNew |
$644K - $715K
|
8.57K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$413K - $459K
|
5.5K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.01K+ 3.65% |
$151K - $167K
|
57K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.73K+ 5.16% |
$130K - $145K
|
35.3K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 3.74% |
$125K - $138K
|
45.9K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 19.43% |
$118K - $131K
|
9.67K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.49KNew |
$112K - $124K
|
1.49K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
898New |
$67.5K - $75K
|
898
$70.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
849+ 2.42% |
$63.9K - $70.9K
|
35.9K
$2.82M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
807+ 384.29% |
$60.7K - $67.4K
|
1.02K
$80K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
653+ 0.86% |
$49.1K - $54.5K
|
76.4K
$6.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
582+ 11.88% |
$43.8K - $48.6K
|
5.48K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
361+ 5.2% |
$27.2K - $30.1K
|
7.3K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
201+ 0.55% |
$15.1K - $16.8K
|
36.7K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 2.02% |
$9.03K - $10K
|
6.07K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 150.82% |
$6.92K - $7.68K
|
153
$12K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
91+ 1.59% |
$6.84K - $7.6K
|
5.83K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 0.9% |
$5.26K - $5.84K
|
7.83K
$615K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61New |
$4.59K - $5.09K
|
61
$4.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$3.38K - $3.76K
|
45
$3.54K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
41New |
$3.08K - $3.42K
|
41
$3.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 0.29% |
$2.11K - $2.34K
|
9.53K
$749K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16+ 0.58% |
$1.2K - $1.34K
|
2.77K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.23% |
$526 - $584
|
2.99K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.36% |
$301 - $334
|
1.12K
$88.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.44% |
$150 - $167
|
461
$36.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 1.11% |
$301 - $334
|
355
$27.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-45- 0.99% |
$3.38K - $3.76K
|
4.49K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.07% |
$3.38K - $3.76K
|
4.17K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-47- 0.65% |
$3.53K - $3.92K
|
7.22K
$568K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-85- 0.58% |
$6.39K - $7.1K
|
14.5K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128- 2.78% |
$9.63K - $10.7K
|
4.48K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 2.57% |
$11K - $12.2K
|
5.53K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-190- 27.54% |
$14.3K - $15.9K
|
500
$39.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-239- 1.2% |
$18K - $20K
|
19.6K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-274- 9.09% |
$20.6K - $22.9K
|
2.74K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-309- 8.49% |
$23.2K - $25.8K
|
3.33K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-330- 1.79% |
$24.8K - $27.6K
|
18.2K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-589- 4.84% |
$44.3K - $49.2K
|
11.6K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-593- 12.35% |
$44.6K - $49.5K
|
4.21K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-805- 20.1% |
$60.5K - $67.2K
|
3.2K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-904- 15.44% |
$68K - $75.5K
|
4.95K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-996- 22.13% |
$74.9K - $83.2K
|
3.5K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.27K- 2.74% |
$95.3K - $106K
|
44.9K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.28K- 12.08% |
$96.2K - $107K
|
9.31K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.5K- 8.88% |
$113K - $125K
|
15.4K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.1K- 21.22% |
$158K - $175K
|
7.79K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.7K- 17.67% |
$278K - $309K
|
17.2K
$1.35M
|