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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
41+ 1.89% |
$5.24K - $6.1K
|
2.21K
$322K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.62% |
$2.17K - $2.53K
|
2.77K
$403K
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
16+ 0.88% |
$2.05K - $2.38K
|
1.83K
$266K
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3+ 0.03% |
$384 - $447
|
11.3K
$1.64M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.02% |
$256 - $298
|
10.6K
$1.54M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.02% |
$256 - $298
|
9.29K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$128 - $149
|
6.87K
$999K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$128 - $149
|
2.85K
$415K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$128 - $149
|
2.96K
$431K
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1- 0.07% |
$128 - $149
|
1.34K
$195K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6- 0.14% |
$767 - $893
|
4.35K
$633K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7- 0.08% |
$895 - $1.04K
|
8.73K
$1.27M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-19- 0.32% |
$2.43K - $2.83K
|
5.85K
$851K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-22- 0.61% |
$2.81K - $3.28K
|
3.61K
$526K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-24- 0.37% |
$3.07K - $3.57K
|
6.47K
$941K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-26- 0.68% |
$3.32K - $3.87K
|
3.8K
$553K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 0.65% |
$4.35K - $5.06K
|
5.17K
$753K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-34- 0.94% |
$4.35K - $5.06K
|
3.59K
$522K
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-35- 0.44% |
$4.48K - $5.21K
|
7.87K
$1.15M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41- 0.89% |
$5.24K - $6.1K
|
4.56K
$663K
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42- 0.55% |
$5.37K - $6.25K
|
7.53K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-43- 9.89% |
$5.5K - $6.4K
|
392
$57K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44Closed |
$5.63K - $6.55K
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-47- 0.39% |
$6.01K - $7K
|
11.9K
$1.72M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-53- 1.98% |
$6.78K - $7.89K
|
2.62K
$382K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-90- 2.41% |
$11.5K - $13.4K
|
3.65K
$531K
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-97- 2.5% |
$12.4K - $14.4K
|
3.79K
$551K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 38.31% |
$12.8K - $14.9K
|
161
$23.4K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-100- 4.41% |
$12.8K - $14.9K
|
2.17K
$315K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-102- 1.58% |
$13K - $15.2K
|
6.36K
$926K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-103- 2.37% |
$13.2K - $15.3K
|
4.24K
$616K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-108- 16.59% |
$13.8K - $16.1K
|
543
$79K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-110- 3.12% |
$14.1K - $16.4K
|
3.42K
$498K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-113- 1.67% |
$14.4K - $16.8K
|
6.66K
$969K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-135- 9.07% |
$17.3K - $20.1K
|
1.35K
$197K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-148- 2.47% |
$18.9K - $22K
|
5.84K
$849K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-186- 6.79% |
$23.8K - $27.7K
|
2.55K
$371K
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-197Closed |
$25.2K - $29.3K
|
0
$0
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-219- 12.14% |
$28K - $32.6K
|
1.59K
$231K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-226- 3.37% |
$28.9K - $33.6K
|
6.48K
$942K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-243- 0.44% |
$31.1K - $36.2K
|
54.4K
$7.92M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-250- 2.41% |
$32K - $37.2K
|
10.1K
$1.47M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-259- 4.4% |
$33.1K - $38.6K
|
5.63K
$819K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-300- 15.35% |
$38.4K - $44.7K
|
1.65K
$241K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-309- 7.77% |
$39.5K - $46K
|
3.67K
$534K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-310- 11.55% |
$39.6K - $46.2K
|
2.37K
$345K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-314- 0.97% |
$40.2K - $46.8K
|
32.2K
$4.68M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-337- 9.12% |
$43.1K - $50.2K
|
3.36K
$488K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-365- 6.87% |
$46.7K - $54.3K
|
4.95K
$720K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-397- 2.13% |
$50.8K - $59.1K
|
18.3K
$2.66M
|