Purchases and Sales Made in Q2 2025 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
189New |
$22.1K - $28.5K
|
189
$30.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
177+ 4.63% |
$20.7K - $26.7K
|
4K
$645K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 6.84% |
$18K - $23.2K
|
2.41K
$388K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
148New |
$17.3K - $22.3K
|
148
$23.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
80+ 2.19% |
$9.36K - $12.1K
|
3.73K
$602K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
71+ 1.0% |
$8.3K - $10.7K
|
7.16K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 32.23% |
$4.56K - $5.89K
|
160
$25.8K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36+ 0.41% |
$4.21K - $5.43K
|
8.92K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
35New |
$4.09K - $5.28K
|
35
$5.65K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
32+ 1.75% |
$3.74K - $4.83K
|
1.86K
$300K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25+ 0.33% |
$2.92K - $3.77K
|
7.56K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14New |
$1.64K - $2.11K
|
14
$2.26K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$1.17K - $1.51K
|
10
$1.61K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.04% |
$468 - $604
|
9.3K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.05% |
$234 - $302
|
3.81K
$614K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.05% |
$117 - $151
|
1.82K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 0.28% |
$702 - $906
|
2.12K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.26% |
$1.17K - $1.51K
|
3.78K
$609K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 0.16% |
$1.17K - $1.51K
|
6.38K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17- 0.19% |
$1.99K - $2.57K
|
8.72K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-18- 6.34% |
$2.11K - $2.72K
|
266
$42.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19- 0.38% |
$2.22K - $2.87K
|
4.97K
$802K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-24- 0.87% |
$2.81K - $3.62K
|
2.75K
$443K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26- 0.14% |
$3.04K - $3.93K
|
18.2K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-27- 0.46% |
$3.16K - $4.08K
|
5.82K
$939K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 3.33% |
$3.74K - $4.83K
|
928
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-33- 0.33% |
$3.86K - $4.98K
|
10.1K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-38- 1.32% |
$4.44K - $5.74K
|
2.85K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-40- 1.09% |
$4.68K - $6.04K
|
3.63K
$586K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-42- 0.22% |
$4.91K - $6.34K
|
19.4K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-42- 1.65% |
$4.91K - $6.34K
|
2.51K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-43- 7.12% |
$5.03K - $6.49K
|
561
$90.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49- 1.47% |
$5.73K - $7.4K
|
3.29K
$531K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-54- 0.69% |
$6.32K - $8.15K
|
7.82K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-58- 0.55% |
$6.78K - $8.76K
|
10.5K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-59- 3.72% |
$6.9K - $8.91K
|
1.53K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-61- 0.3% |
$7.14K - $9.21K
|
20.1K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-69- 1.04% |
$8.07K - $10.4K
|
6.59K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75- 5.54% |
$8.77K - $11.3K
|
1.28K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-77- 1.49% |
$9.01K - $11.6K
|
5.1K
$822K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-131- 9.79% |
$15.3K - $19.8K
|
1.21K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-131- 0.88% |
$15.3K - $19.8K
|
14.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-146- 1.39% |
$17.1K - $22K
|
10.4K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-191- 3.36% |
$22.3K - $28.8K
|
5.49K
$886K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-195- 3.46% |
$22.8K - $29.4K
|
5.43K
$877K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 3.03% |
$23.4K - $30.2K
|
6.41K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-201- 2.93% |
$23.5K - $30.3K
|
6.66K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-202- 8.25% |
$23.6K - $30.5K
|
2.25K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-219- 40.33% |
$25.6K - $33.1K
|
324
$52.3K
|