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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24KNew |
$1.61M - $1.89M
|
24K
$1.96M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.7KNew |
$181K - $212K
|
2.7K
$220K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$67.1 - $78.6
|
7.01K
$573K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 3.54% |
$738 - $865
|
300
$24.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.3K- 3.19% |
$4.59M - $5.37M
|
2.07M
$169M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.3K- 11.0% |
$154K - $181K
|
18.6K
$1.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.69K- 13.69% |
$248K - $290K
|
23.3K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
389+ 12.7% |
$26.1K - $30.6K
|
3.45K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.8K- 18.82% |
$3.74M - $4.38M
|
241K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.1KNew |
$2.29M - $2.68M
|
34.1K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.03K+ 5.67% |
$204K - $238K
|
56.5K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.73K+ 121.1% |
$250K - $293K
|
6.8K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.4K+ 13.37% |
$2.71M - $3.18M
|
343K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.16K- 4.69% |
$77.7K - $91.1K
|
23.5K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
628+ 0.31% |
$42.2K - $49.4K
|
202K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.38K+ 13.87% |
$92.6K - $108K
|
11.3K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.41K- 3.0% |
$430K - $504K
|
207K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185+ 0.78% |
$12.4K - $14.5K
|
23.8K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
583+ 2.3% |
$39.1K - $45.8K
|
26K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.25% |
$2.48K - $2.91K
|
15K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 2.03% |
$1.3M - $1.52M
|
974K
$79.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16- 0.6% |
$1.07K - $1.26K
|
2.67K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-83- 2.75% |
$5.57K - $6.53K
|
2.93K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11+ 0.4% |
$738 - $865
|
2.79K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.13% |
$268 - $315
|
3.1K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.18K- 99.92% |
$616K - $722K
|
7
$572
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.2K+ 6.23% |
$80.6K - $94.4K
|
20.5K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8.92K+ 1249.16% |
$599K - $701K
|
9.63K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.4K- 4.81% |
$968K - $1.13M
|
285K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-106- 3.67% |
$7.11K - $8.33K
|
2.78K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2+ 0.04% |
$134 - $157
|
5.63K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
265New |
$17.8K - $20.8K
|
265
$21.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.7KNew |
$181K - $212K
|
2.7K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-684- 3.89% |
$45.9K - $53.8K
|
16.9K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
399+ 107.84% |
$26.8K - $31.4K
|
769
$62.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-722- 1.31% |
$48.5K - $56.8K
|
54.4K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.6K+ 23.85% |
$1.04M - $1.22M
|
80.8K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.64K- 5.34% |
$379K - $444K
|
100K
$8.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 3.88% |
$726K - $851K
|
268K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
56+ 0.81% |
$3.76K - $4.4K
|
6.98K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
582+ 10.26% |
$39.1K - $45.8K
|
6.26K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.1K- 85.4% |
$1.48M - $1.74M
|
3.77K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 1.33% |
$268 - $315
|
297
$24.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-970- 12.04% |
$65.1K - $76.3K
|
7.09K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.07K+ 31.18% |
$139K - $163K
|
8.71K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-382- 2.6% |
$25.6K - $30K
|
14.3K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311+ 12.01% |
$20.9K - $24.5K
|
2.9K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6+ 0.12% |
$403 - $472
|
5.03K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.6KNew |
$1.12M - $1.31M
|
16.6K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
922+ 0.63% |
$61.9K - $72.5K
|
148K
$12.1M
|