Purchases and Sales Made in Q4 2024 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
201KNew |
$26.2M - $30M
|
201K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.3KNew |
$2.77M - $3.18M
|
21.3K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.9KNew |
$1.82M - $2.08M
|
13.9K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.56K+ 5.2% |
$1.24M - $1.43M
|
193K
$28.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7.65K+ 15.17% |
$995K - $1.14M
|
58.1K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.87K+ 1.6% |
$893K - $1.02M
|
437K
$64.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.68K+ 265.01% |
$609K - $698K
|
6.45K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.6KNew |
$468K - $537K
|
3.6K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.11KNew |
$405K - $464K
|
3.11K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.86KNew |
$373K - $427K
|
2.86K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.95KNew |
$254K - $291K
|
1.95K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.81KNew |
$236K - $270K
|
1.81K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1KNew |
$130K - $149K
|
1K
$148K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
962+ 53.71% |
$125K - $143K
|
2.75K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
797+ 7.06% |
$104K - $119K
|
12.1K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
768+ 17.3% |
$99.9K - $115K
|
5.21K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
582+ 2.46% |
$75.7K - $86.8K
|
24.2K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
435New |
$56.6K - $64.9K
|
435
$64.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
337+ 18.38% |
$43.9K - $50.2K
|
2.17K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
335+ 15.29% |
$43.6K - $49.9K
|
2.53K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
307+ 1.35% |
$39.9K - $45.8K
|
23.1K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
233+ 2.37% |
$30.3K - $34.7K
|
10K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
209New |
$27.2K - $31.2K
|
209
$30.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
200+ 4.8% |
$26K - $29.8K
|
4.36K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
191+ 5.94% |
$24.9K - $28.5K
|
3.41K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
117+ 9.57% |
$15.2K - $17.4K
|
1.34K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
105+ 4.49% |
$13.7K - $15.7K
|
2.44K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58+ 0.67% |
$7.55K - $8.65K
|
8.74K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$7.16K - $8.2K
|
55
$8.12K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
46New |
$5.99K - $6.86K
|
46
$6.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28New |
$3.64K - $4.17K
|
28
$4.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.14% |
$1.69K - $1.94K
|
9.29K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13+ 0.15% |
$1.69K - $1.94K
|
8.74K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.16% |
$781 - $895
|
3.83K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$130 - $149
|
3.53K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.05% |
$130 - $149
|
1.92K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$130 - $149
|
2.37K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-47- 1.11% |
$6.12K - $7.01K
|
4.2K
$620K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-54- 1.42% |
$7.03K - $8.05K
|
3.74K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 3.56% |
$7.16K - $8.2K
|
1.49K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-82- 23.91% |
$10.7K - $12.2K
|
261
$38.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 1.83% |
$11.7K - $13.4K
|
4.82K
$713K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-91- 1.5% |
$11.8K - $13.6K
|
5.99K
$884K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-92- 0.77% |
$12K - $13.7K
|
11.9K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-104- 0.77% |
$13.5K - $15.5K
|
13.4K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-106- 2.79% |
$13.8K - $15.8K
|
3.69K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-112- 6.28% |
$14.6K - $16.7K
|
1.67K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-113- 1.06% |
$14.7K - $16.8K
|
10.5K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-118- 2.5% |
$15.4K - $17.6K
|
4.6K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-129- 1.23% |
$16.8K - $19.2K
|
10.4K
$1.53M
|