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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-985- 21.85% |
$66.1K - $77.5K
|
3.52K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.78KNew |
$388K - $455K
|
5.78K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-316- 1.46% |
$21.2K - $24.8K
|
21.4K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 35.61% |
$137K - $160K
|
3.69K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.73K+ 5.15% |
$116K - $136K
|
35.4K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 45.45% |
$5.37K - $6.29K
|
96
$7.69K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-55- 8.9% |
$3.69K - $4.32K
|
563
$45.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
916+ 196.99% |
$61.5K - $72K
|
1.38K
$111K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
575+ 3.15% |
$38.6K - $45.2K
|
18.8K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-185K- 66.99% |
$12.4M - $14.6M
|
91.3K
$7.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.86KNew |
$192K - $225K
|
2.86K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$67.1 - $78.6
|
10.5K
$839K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-800- 22.22% |
$53.7K - $62.9K
|
2.8K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.95K- 74.63% |
$467K - $547K
|
2.36K
$189K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.4K- 39.89% |
$161K - $189K
|
3.62K
$290K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
185+ 4.17% |
$12.4K - $14.5K
|
4.62K
$370K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-147- 3.75% |
$9.87K - $11.6K
|
3.78K
$303K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-250- 3.63% |
$18.6K - $20.1K
|
6.64K
$532K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.03K- 21.68% |
$523K - $565K
|
25.4K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.87K+ 1.98% |
$437K - $472K
|
302K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 13.36% |
$131K - $141K
|
14.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 19.88% |
$107K - $115K
|
5.79K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-399- 1.04% |
$29.7K - $32.1K
|
37.9K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.03K+ 0.51% |
$76.7K - $82.8K
|
201K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15+ 0.54% |
$1.12K - $1.21K
|
2.78K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-234- 0.94% |
$17.4K - $18.8K
|
24.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.48K- 26.34% |
$184K - $199K
|
6.93K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.87K- 23.8% |
$213K - $230K
|
9.18K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.68KNew |
$200K - $215K
|
2.68K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.96K- 1.64% |
$369K - $398K
|
296K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.6K- 1.82% |
$2.95M - $3.18M
|
2.14M
$171M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-50- 2.15% |
$3.72K - $4.02K
|
2.28K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-252- 2.47% |
$18.8K - $20.2K
|
9.95K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-594- 16.09% |
$44.2K - $47.7K
|
3.1K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-409- 8.88% |
$30.4K - $32.9K
|
4.2K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-35.2K- 49.6% |
$2.62M - $2.83M
|
35.8K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.15% |
$670 - $723
|
6.19K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.9KNew |
$7.06M - $7.62M
|
94.9K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 160.02% |
$1.18M - $1.28M
|
25.9K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
120+ 4.23% |
$8.93K - $9.64K
|
2.96K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.2KNew |
$238K - $257K
|
3.2K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-535- 2.78% |
$39.8K - $43K
|
18.7K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-202- 0.07% |
$15K - $16.2K
|
279K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$74.4 - $80.3
|
5.67K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-673- 13.75% |
$50.1K - $54.1K
|
4.22K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.06KNew |
$228K - $246K
|
3.06K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-412- 4.86% |
$30.7K - $33.1K
|
8.06K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-174- 1.93% |
$12.9K - $14K
|
8.84K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.1K- 21.56% |
$1.13M - $1.22M
|
55.1K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.11K- 21.88% |
$306K - $330K
|
14.7K
$1.18M
|
|