Purchases and Sales Made in Q4 2024 in First Tr Large Cap Value (FTA)

FTA Quotes by TradingView

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 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
1.49K
New
$112K - $124K
1.49K $105K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.28K
+ 3.64%
$96.3K - $107K
36.5K $2.59M
Feb 06, 2025 Q4 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
1.15K
+ 0.94%
$86.2K - $95.7K
124K $8.79M
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.13K
+ 0.41%
$85.1K - $94.4K
279K $19.8M
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
898
New
$67.5K - $75K
898 $63.8K
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
849
+ 2.42%
$63.9K - $70.9K
35.9K $2.55M
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
807
+ 384.29%
$60.7K - $67.4K
1.02K $72.2K
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
714
New
$53.7K - $59.6K
714 $50.7K
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
698
+ 23.31%
$52.5K - $58.3K
3.69K $262K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
653
+ 0.86%
$49.1K - $54.5K
76.4K $5.42M
Feb 13, 2025 Q4 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
473
+ 3.07%
$35.6K - $39.5K
15.9K $1.13M
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
370
+ 20.93%
$27.8K - $30.9K
2.14K $152K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
361
+ 5.2%
$27.2K - $30.1K
7.3K $519K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
350
New
$26.3K - $29.2K
350 $24.9K
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
211
New
$15.9K - $17.6K
211 $15K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
201
+ 0.55%
$15.1K - $16.8K
36.7K $2.61M
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
200
+ 2.05%
$15K - $16.7K
9.98K $708K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
194
+ 45.12%
$14.6K - $16.2K
624 $44.3K
Feb 14, 2025 Q4 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
169
+ 1.83%
$12.7K - $14.1K
9.4K $668K
Feb 06, 2025 Q4 2024
Lvz, Inc.

BUY
 -
165
+ 0.46%
$12.4K - $13.8K
36.2K $2.57M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
120
+ 2.02%
$9.03K - $10K
6.07K $431K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
92
+ 150.82%
$6.92K - $7.68K
153 $10.9K
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
91
+ 1.59%
$6.84K - $7.6K
5.83K $414K
Feb 12, 2025 Q4 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
90
+ 0.43%
$6.77K - $7.51K
20.8K $1.48M
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
83
+ 1.53%
$6.24K - $6.93K
5.52K $392K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
80
New
$6.02K - $6.68K
80 $5.68K
Feb 13, 2025 Q4 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
75
+ 0.24%
$5.64K - $6.26K
30.7K $2.18M
Jan 23, 2025 Q4 2024
American Institute For Advanced Investment Management, LLP

BUY
 -
70
+ 0.9%
$5.26K - $5.84K
7.83K $556K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
61
New
$4.59K - $5.09K
61 $4.33K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
45
New
$3.38K - $3.76K
45 $3.2K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
41
New
$3.08K - $3.42K
41 $2.91K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
41
+ 0.52%
$3.08K - $3.42K
7.87K $559K
Feb 04, 2025 Q4 2024
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
35
+ 0.19%
$2.63K - $2.92K
18.7K $1.33M
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
31
+ 11.48%
$2.33K - $2.59K
301 $21.4K
Feb 04, 2025 Q4 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
30
+ 0.11%
$2.26K - $2.5K
26.4K $1.88M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
28
+ 0.29%
$2.11K - $2.34K
9.53K $677K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
23
New
$1.73K - $1.92K
23 $1.63K
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
16
+ 0.58%
$1.2K - $1.34K
2.77K $196K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
15
+ 0.38%
$1.13K - $1.25K
3.96K $281K
Feb 27, 2025 Q4 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
12
+ 0.25%
$903 - $1K
4.9K $348K
Feb 11, 2025 Q4 2024
Signature Estate & Investment Advisors LLC

BUY
 -
10
+ 0.16%
$752 - $835
6.19K $439K
Feb 13, 2025 Q4 2024
Elios Financial Group Inc.

Westlake, OH
BUY
 -
8
+ 0.16%
$602 - $668
5.01K $356K
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
7
+ 0.23%
$526 - $584
2.99K $213K
Feb 10, 2025 Q4 2024
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
7
+ 0.17%
$526 - $584
4.23K $300K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
4
+ 0.36%
$301 - $334
1.12K $79.6K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2
+ 0.44%
$150 - $167
461 $32.7K
Feb 11, 2025 Q4 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.01%
$75.2 - $83.5
7.01K $498K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
1
+ 0.03%
$75.2 - $83.5
3.42K $243K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
BUY
 -
1
+ 0.02%
$75.2 - $83.5
5.67K $403K

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