Purchases and Sales Made in Q3 2025 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 2723.44% |
$1.7M - $1.85M
|
11.8K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.23K+ 204.67% |
$1.23M - $1.34M
|
12.3K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.89K+ 234.46% |
$880K - $958K
|
8.4K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.52KNew |
$376K - $410K
|
2.52K
$406K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.02KNew |
$301K - $328K
|
2.02K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
633+ 6.03% |
$94.6K - $103K
|
11.1K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
573+ 0.3% |
$85.6K - $93.3K
|
193K
$31.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
409+ 7.4% |
$61.1K - $66.6K
|
5.94K
$958K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
231+ 12.64% |
$34.5K - $37.6K
|
2.06K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 0.23% |
$14.1K - $15.3K
|
41.5K
$6.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
52+ 0.21% |
$7.77K - $8.47K
|
24.7K
$3.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
10+ 0.83% |
$1.49K - $1.63K
|
1.22K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.21% |
$747 - $814
|
2.41K
$389K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.09% |
$299 - $326
|
2.25K
$363K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-2- 0.15% |
$299 - $326
|
1.35K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-44- 1.6% |
$6.58K - $7.16K
|
2.7K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-48- 0.64% |
$7.17K - $7.82K
|
7.51K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-143- 3.41% |
$21.4K - $23.3K
|
4.06K
$654K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-332- 3.99% |
$49.6K - $54.1K
|
7.99K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-350- 2.74% |
$52.3K - $57K
|
12.4K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-673- 1.64% |
$101K - $110K
|
40.3K
$6.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-697- 12.69% |
$104K - $113K
|
4.8K
$774K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.77K- 38.06% |
$714K - $777K
|
7.77K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.3K- 58.81% |
$3.03M - $3.3M
|
14.2K
$2.29M
|