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 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-136- 10.3% |
$17.7K - $20.3K
|
1.18K
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-156- 8.18% |
$20.3K - $23.3K
|
1.75K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-170- 4.47% |
$22.1K - $25.3K
|
3.63K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-217- 2.79% |
$28.2K - $32.4K
|
7.57K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-227- 4.1% |
$29.5K - $33.8K
|
5.31K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-249- 11.73% |
$32.4K - $37.1K
|
1.87K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-266- 1.25% |
$34.6K - $39.7K
|
21K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-339- 4.98% |
$44.1K - $50.5K
|
6.47K
$955K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-455- 0.52% |
$59.2K - $67.8K
|
87.3K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-512- 2.25% |
$66.6K - $76.3K
|
22.3K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-739- 14.83% |
$96.2K - $110K
|
4.24K
$627K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-777- 3.54% |
$101K - $116K
|
21.2K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-787- 26.1% |
$102K - $117K
|
2.23K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-872- 9.31% |
$113K - $130K
|
8.5K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-883- 8.32% |
$115K - $132K
|
9.74K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-905- 9.43% |
$118K - $135K
|
8.69K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-932- 23.93% |
$121K - $139K
|
2.96K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-993- 4.25% |
$129K - $148K
|
22.4K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.53K- 3.19% |
$199K - $228K
|
46.5K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.6K- 50.0% |
$208K - $239K
|
1.6K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.94K- 51.79% |
$252K - $289K
|
1.8K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.97K- 11.5% |
$256K - $294K
|
15.2K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.21K- 11.93% |
$288K - $329K
|
16.3K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.6K- 53.55% |
$338K - $387K
|
2.25K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.85K- 49.96% |
$371K - $425K
|
2.85K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.81K- 81.29% |
$1.15M - $1.31M
|
2.03K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.46K- 63.21% |
$1.23M - $1.41M
|
5.5K
$813K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.4K- 70.49% |
$1.35M - $1.54M
|
4.34K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.1K- 99.91% |
$1.44M - $1.65M
|
10
$1.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 19.37% |
$1.48M - $1.69M
|
47.3K
$6.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 33.23% |
$1.6M - $1.84M
|
24.8K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-14.9K- 16.37% |
$1.93M - $2.22M
|
75.9K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 72.82% |
$2.05M - $2.34M
|
5.87K
$867K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.4K- 11.76% |
$2.4M - $2.74M
|
138K
$20.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-518K- 99.24% |
$67.4M - $77.2M
|
3.98K
$588K
|