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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.31K- 4.5% |
$249K - $276K
|
70.3K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.7K- 17.67% |
$278K - $309K
|
17.2K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.8K- 3.89% |
$285K - $317K
|
93.8K
$7.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.81K- 15.4% |
$287K - $318K
|
20.9K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.87K- 5.68% |
$291K - $323K
|
64.2K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.09K- 17.54% |
$308K - $342K
|
19.2K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 27.54% |
$310K - $344K
|
10.8K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.79K- 49.25% |
$510K - $567K
|
6.99K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.17K- 3.51% |
$540K - $599K
|
197K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.33K- 3.79% |
$626K - $695K
|
212K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.16K- 63.07% |
$689K - $765K
|
5.36K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 80.22% |
$832K - $924K
|
2.73K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.1K- 22.54% |
$837K - $930K
|
38.3K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 28.13% |
$859K - $953K
|
29.2K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.7K- 31.96% |
$881K - $978K
|
24.9K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.4K- 14.12% |
$1.16M - $1.29M
|
93.6K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 60.9% |
$1.16M - $1.29M
|
9.94K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 68.99% |
$1.17M - $1.3M
|
7.01K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.2K- 99.93% |
$1.22M - $1.35M
|
11
$836
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.8K- 49.31% |
$1.34M - $1.48M
|
18.3K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.2K- 7.44% |
$1.37M - $1.52M
|
227K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18.9K- 30.75% |
$1.42M - $1.58M
|
42.5K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.6K- 39.14% |
$1.55M - $1.72M
|
32K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20.8K- 22.68% |
$1.57M - $1.74M
|
71K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.2K- 9.04% |
$1.6M - $1.77M
|
214K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.7K- 20.73% |
$2.09M - $2.32M
|
106K
$8.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-51.9K- 28.06% |
$3.9M - $4.33M
|
133K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-98.1K- 26.23% |
$7.38M - $8.19M
|
276K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-128K- 23.5% |
$9.64M - $10.7M
|
417K
$31.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-261K- 98.72% |
$19.7M - $21.8M
|
3.38K
$257K
|