Purchases and Sales Made in Q1 2025 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR LGE CAP GROWTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
112K+ 95.07% |
$14.3M - $16.7M
|
230K
$33.5M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
57.1KNew |
$7.3M - $8.5M
|
57.1K
$8.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
42.4K+ 12171.55% |
$5.42M - $6.31M
|
42.7K
$6.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
35.9K+ 61.8% |
$4.59M - $5.34M
|
94K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28K+ 434.22% |
$3.58M - $4.17M
|
34.4K
$5.01M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.3KNew |
$2.98M - $3.47M
|
23.3K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
22.8KNew |
$2.91M - $3.39M
|
22.8K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15.4KNew |
$1.97M - $2.29M
|
15.4K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.6K+ 3.49% |
$1.87M - $2.18M
|
434K
$63.1M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8KNew |
$1.64M - $1.91M
|
12.8K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 2.46% |
$1.37M - $1.6M
|
448K
$65.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.4K+ 103600.0% |
$1.32M - $1.54M
|
10.4K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.1K+ 200.0% |
$1.29M - $1.5M
|
15.1K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.05K+ 6.05% |
$1.16M - $1.35M
|
159K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.49KNew |
$1.08M - $1.26M
|
8.49K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.29KNew |
$933K - $1.09M
|
7.29K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
7.09KNew |
$907K - $1.06M
|
7.09K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.63K+ 297.44% |
$847K - $987K
|
8.86K
$1.29M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.08K+ 14141.86% |
$778K - $905K
|
6.12K
$891K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.91K+ 122.6% |
$756K - $881K
|
10.7K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.68KNew |
$727K - $846K
|
5.68K
$827K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.96K+ 22.16% |
$635K - $739K
|
27.4K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.39KNew |
$561K - $654K
|
4.39K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46K+ 15.34% |
$443K - $516K
|
26K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.15K+ 7.34% |
$403K - $470K
|
46.1K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.94KNew |
$376K - $437K
|
2.94K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.82KNew |
$233K - $271K
|
1.82K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.78KNew |
$228K - $265K
|
1.78K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.73K+ 18.53% |
$221K - $257K
|
11K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.71K+ 71.7% |
$218K - $254K
|
4.08K
$594K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61K+ 16.54% |
$206K - $240K
|
11.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.56KNew |
$200K - $233K
|
1.56K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 4.65% |
$180K - $209K
|
31.7K
$4.61M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
933+ 21.98% |
$119K - $139K
|
5.18K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
860+ 35.19% |
$110K - $128K
|
3.3K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
807+ 9.29% |
$103K - $120K
|
9.5K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
617+ 21.55% |
$78.9K - $91.9K
|
3.48K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
562+ 12.88% |
$71.9K - $83.7K
|
4.93K
$717K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
550+ 6.47% |
$70.3K - $81.9K
|
9.05K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
333+ 13.18% |
$42.6K - $49.6K
|
2.86K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
284New |
$36.3K - $42.3K
|
284
$41.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
249+ 13.29% |
$31.8K - $37.1K
|
2.12K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
231+ 7.43% |
$29.5K - $34.4K
|
3.34K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
174New |
$22.2K - $25.9K
|
174
$25.3K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
169+ 1.63% |
$21.6K - $25.2K
|
10.5K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
156+ 9.33% |
$19.9K - $23.2K
|
1.83K
$266K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 1.72% |
$19.2K - $22.3K
|
8.89K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121New |
$15.5K - $18K
|
121
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91+ 2.44% |
$11.6K - $13.5K
|
3.82K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 7.66% |
$5.5K - $6.4K
|
604
$87.9K
|