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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-777- 3.54% |
$101K - $116K
|
21.2K
$2.77M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-787- 26.1% |
$102K - $117K
|
2.23K
$292K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-872- 9.31% |
$113K - $130K
|
8.5K
$1.11M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-883- 8.32% |
$115K - $132K
|
9.74K
$1.27M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-905- 9.43% |
$118K - $135K
|
8.69K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-932- 23.93% |
$121K - $139K
|
2.96K
$388K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-993- 4.25% |
$129K - $148K
|
22.4K
$2.93M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.03K- 9.28% |
$135K - $154K
|
10.1K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.05K- 0.15% |
$136K - $156K
|
714K
$93.5M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.39K- 5.81% |
$181K - $208K
|
22.6K
$2.96M
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.43K- 6.23% |
$187K - $214K
|
21.6K
$2.83M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.53K- 3.19% |
$199K - $228K
|
46.5K
$6.08M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.6K- 50.0% |
$208K - $239K
|
1.6K
$209K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.62K- 51.2% |
$211K - $241K
|
1.54K
$202K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.94K- 51.79% |
$252K - $289K
|
1.8K
$236K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.97K- 11.5% |
$256K - $294K
|
15.2K
$1.99M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.21K- 11.93% |
$288K - $329K
|
16.3K
$2.14M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.6K- 53.55% |
$338K - $387K
|
2.25K
$295K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.85K- 49.96% |
$371K - $425K
|
2.85K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 8.62% |
$399K - $457K
|
32.5K
$4.25M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.68K- 7.88% |
$478K - $548K
|
42.9K
$5.62M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.85K- 1.43% |
$501K - $574K
|
266K
$34.8M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.12K- 11.36% |
$535K - $614K
|
32.1K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.01K- 11.44% |
$652K - $747K
|
38.8K
$5.08M
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.71K- 24.58% |
$742K - $851K
|
17.5K
$2.29M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.82K- 7.11% |
$757K - $867K
|
75.9K
$9.94M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.31K- 1.0% |
$1.08M - $1.24M
|
825K
$108M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.34K- 4.3% |
$1.08M - $1.24M
|
186K
$24.3M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.81K- 81.29% |
$1.15M - $1.31M
|
2.03K
$266K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.46K- 63.21% |
$1.23M - $1.41M
|
5.5K
$721K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.49K- 74.33% |
$1.23M - $1.41M
|
3.28K
$429K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.62K- 5.97% |
$1.25M - $1.43M
|
152K
$19.8M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.4K- 70.49% |
$1.35M - $1.54M
|
4.34K
$568K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.1K- 99.91% |
$1.44M - $1.65M
|
10
$1.31K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 19.37% |
$1.48M - $1.69M
|
47.3K
$6.19M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 33.23% |
$1.6M - $1.84M
|
24.8K
$3.24M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.8K- 47.71% |
$1.93M - $2.21M
|
16.2K
$2.12M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-14.9K- 16.37% |
$1.93M - $2.22M
|
75.9K
$9.94M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 72.82% |
$2.05M - $2.34M
|
5.87K
$768K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.8K- 85.2% |
$2.05M - $2.35M
|
2.74K
$358K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.4K- 11.76% |
$2.4M - $2.74M
|
138K
$18.1M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.8K- 5.36% |
$3.09M - $3.54M
|
419K
$54.9M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.8K- 59.42% |
$3.75M - $4.29M
|
19.7K
$2.57M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.1K- 37.69% |
$4.3M - $4.93M
|
54.7K
$7.16M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-518K- 99.24% |
$67.4M - $77.2M
|
3.98K
$521K
|