Latest Institutional Transactions on First Tr Large Cap Value (FTA)
This table provides information on the latest institutional transactions involving First Tr Large Cap Value (FTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.57K- 6.73% |
$118K - $131K
|
21.7K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 28.13% |
$859K - $953K
|
29.2K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.28K+ 3.64% |
$96.3K - $107K
|
36.5K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.17% |
$526 - $584
|
4.23K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.03% |
$75.2 - $83.5
|
3.42K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 14.76% |
$85.7K - $95.2K
|
6.59K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 8.72% |
$968K - $1.07M
|
161K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.33K- 3.79% |
$626K - $695K
|
212K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 2.05% |
$15K - $16.7K
|
9.98K
$772K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 68.99% |
$1.17M - $1.3M
|
7.01K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
83+ 1.53% |
$6.24K - $6.93K
|
5.52K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
97.9KNew |
$7.36M - $8.17M
|
97.9K
$7.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
16.5K+ 127.58% |
$1.24M - $1.37M
|
29.4K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-205- 0.17% |
$15.4K - $17.1K
|
123K
$9.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 8.6% |
$602 - $668
|
85
$6.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-729- 6.51% |
$54.8K - $60.9K
|
10.5K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 27.54% |
$310K - $344K
|
10.8K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.96KNew |
$223K - $247K
|
2.96K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
165+ 0.46% |
$12.4K - $13.8K
|
36.2K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.7K- 20.73% |
$2.09M - $2.32M
|
106K
$8.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 5.06% |
$140K - $156K
|
38.7K
$3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
452KNew |
$34M - $37.7M
|
452K
$35M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.15K+ 0.94% |
$86.2K - $95.7K
|
124K
$9.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-150- 3.15% |
$11.3K - $12.5K
|
4.61K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-51.9K- 28.06% |
$3.9M - $4.33M
|
133K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
194+ 45.12% |
$14.6K - $16.2K
|
624
$48.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14- 0.7% |
$1.05K - $1.17K
|
2K
$154K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.54K+ 302.13% |
$266K - $296K
|
4.71K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 4.12% |
$155K - $172K
|
51.9K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-40- 3.3% |
$3.01K - $3.34K
|
1.17K
$90.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.86K+ 2.18% |
$215K - $239K
|
134K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-257- 3.06% |
$19.3K - $21.5K
|
8.15K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
35+ 0.19% |
$2.63K - $2.92K
|
18.7K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.11% |
$2.26K - $2.5K
|
26.4K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41+ 0.52% |
$3.08K - $3.42K
|
7.87K
$609K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 7.1% |
$97.5K - $108K
|
17K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-157- 5.19% |
$11.8K - $13.1K
|
2.87K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.6K+ 26.06% |
$271K - $300K
|
17.4K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12.9KNew |
$972K - $1.08M
|
12.9K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
201+ 0.55% |
$15.1K - $16.8K
|
36.7K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.7K- 17.67% |
$278K - $309K
|
17.2K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.8K- 3.89% |
$285K - $317K
|
93.8K
$7.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.6K- 39.14% |
$1.55M - $1.72M
|
32K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$413K - $459K
|
5.5K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$3.38K - $3.76K
|
45
$3.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.49KNew |
$112K - $124K
|
1.49K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-589- 4.84% |
$44.3K - $49.2K
|
11.6K
$897K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.17K- 3.51% |
$540K - $599K
|
197K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 150.82% |
$6.92K - $7.68K
|
153
$11.8K
|