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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58+ 0.67% |
$7.55K - $8.65K
|
8.74K
$1.1M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$7.16K - $8.2K
|
55
$6.95K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
46New |
$5.99K - $6.86K
|
46
$5.81K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28New |
$3.64K - $4.17K
|
28
$3.54K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.14% |
$1.69K - $1.94K
|
9.29K
$1.17M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13+ 0.15% |
$1.69K - $1.94K
|
8.74K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.1% |
$911 - $1.04K
|
6.86K
$868K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.16% |
$781 - $895
|
3.83K
$484K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.05% |
$130 - $149
|
1.92K
$243K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$130 - $149
|
2.37K
$300K
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$130 - $149
|
3.53K
$446K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 0.5% |
$390 - $447
|
602
$76.1K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.45% |
$1.56K - $1.79K
|
2.68K
$339K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14- 0.08% |
$1.82K - $2.09K
|
17.3K
$2.19M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-47- 1.11% |
$6.12K - $7.01K
|
4.2K
$531K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-54- 1.42% |
$7.03K - $8.05K
|
3.74K
$473K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 3.56% |
$7.16K - $8.2K
|
1.49K
$188K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-82- 23.91% |
$10.7K - $12.2K
|
261
$33K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 1.83% |
$11.7K - $13.4K
|
4.82K
$610K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-91- 1.5% |
$11.8K - $13.6K
|
5.99K
$757K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-92- 0.77% |
$12K - $13.7K
|
11.9K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-94- 2.53% |
$12.2K - $14K
|
3.62K
$458K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-104- 0.77% |
$13.5K - $15.5K
|
13.4K
$1.69M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-105- 1.2% |
$13.7K - $15.7K
|
8.68K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-106- 2.79% |
$13.8K - $15.8K
|
3.69K
$467K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-112- 6.28% |
$14.6K - $16.7K
|
1.67K
$211K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-113- 1.06% |
$14.7K - $16.8K
|
10.5K
$1.33M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-118- 2.5% |
$15.4K - $17.6K
|
4.6K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-119- 2.66% |
$15.5K - $17.7K
|
4.35K
$550K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-129- 1.23% |
$16.8K - $19.2K
|
10.4K
$1.31M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-133- 2.54% |
$17.3K - $19.8K
|
5.1K
$644K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-136- 10.3% |
$17.7K - $20.3K
|
1.18K
$150K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-156- 8.18% |
$20.3K - $23.3K
|
1.75K
$221K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-170- 4.47% |
$22.1K - $25.3K
|
3.63K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-182- 2.62% |
$23.7K - $27.1K
|
6.78K
$856K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-217- 2.79% |
$28.2K - $32.4K
|
7.57K
$957K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-227- 4.1% |
$29.5K - $33.8K
|
5.31K
$671K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-249- 11.73% |
$32.4K - $37.1K
|
1.87K
$237K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-259- 3.16% |
$33.7K - $38.6K
|
7.95K
$1M
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-266- 1.25% |
$34.6K - $39.7K
|
21K
$2.66M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-299- 6.6% |
$38.9K - $44.6K
|
4.23K
$535K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-339- 4.98% |
$44.1K - $50.5K
|
6.47K
$817K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-395- 1.94% |
$51.4K - $58.9K
|
19.9K
$2.52M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-432- 39.89% |
$56.2K - $64.4K
|
651
$82.3K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-455- 0.52% |
$59.2K - $67.8K
|
87.3K
$11M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-512- 2.25% |
$66.6K - $76.3K
|
22.3K
$2.81M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-543- 4.99% |
$70.7K - $81K
|
10.3K
$1.31M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-565- 8.76% |
$73.5K - $84.2K
|
5.89K
$744K
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-695- 5.82% |
$90.4K - $104K
|
11.2K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-722- 9.73% |
$94K - $108K
|
6.7K
$847K
|