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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.57KNew |
$644K - $715K
|
8.57K
$650K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
582+ 11.88% |
$43.8K - $48.6K
|
5.48K
$416K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-261K- 98.72% |
$19.7M - $21.8M
|
3.38K
$257K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
807+ 384.29% |
$60.7K - $67.4K
|
1.02K
$77.1K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5- 0.02% |
$364 - $396
|
23.6K
$1.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9KNew |
$1.52M - $1.66M
|
20.9K
$1.59M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
158+ 1.91% |
$11.5K - $12.5K
|
8.41K
$638K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.52% |
$291 - $317
|
767
$58.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
433+ 3.91% |
$31.5K - $34.3K
|
11.5K
$872K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.55K+ 14.19% |
$331K - $360K
|
36.6K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-610- 2.86% |
$44.4K - $48.3K
|
20.7K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-622- 2.68% |
$45.3K - $49.2K
|
22.6K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-629- 0.32% |
$45.8K - $49.8K
|
197K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
173+ 1.17% |
$12.6K - $13.7K
|
15K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 25.7% |
$812K - $883K
|
32.3K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 19.67% |
$4.29K - $4.67K
|
359
$27.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8K+ 402.73% |
$858K - $933K
|
14.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-600- 17.51% |
$43.7K - $47.5K
|
2.83K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-843- 1.54% |
$61.3K - $66.7K
|
54K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.23K- 7.41% |
$89.6K - $97.5K
|
15.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-101K- 10.29% |
$7.33M - $7.97M
|
878K
$66.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.92K- 1.54% |
$139K - $152K
|
123K
$9.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.16% |
$1.31K - $1.42K
|
11.4K
$864K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15- 0.16% |
$1.09K - $1.19K
|
9.24K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.2K- 23.49% |
$160K - $174K
|
7.18K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.55K- 29.17% |
$186K - $202K
|
6.2K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.49K- 7.46% |
$327K - $355K
|
55.7K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.05M - $1.14M
|
14.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-800- 0.86% |
$58.2K - $63.3K
|
91.8K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 228.82% |
$1.29M - $1.4M
|
25.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.8K- 30.1% |
$131K - $142K
|
4.18K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27K- 56.8% |
$1.96M - $2.13M
|
20.5K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.5K- 3.65% |
$765K - $832K
|
278K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
180+ 6.09% |
$13.1K - $14.2K
|
3.14K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35K+ 1116.72% |
$2.55M - $2.77M
|
38.1K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-801- 1.08% |
$58.3K - $63.4K
|
73.6K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.6KNew |
$262K - $285K
|
3.6K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 10.46% |
$751K - $817K
|
109K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.1K- 2.19% |
$3.35M - $3.65M
|
2.06M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.1K- 9.75% |
$2.34M - $2.54M
|
297K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-380- 10.44% |
$27.6K - $30.1K
|
3.26K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.01KNew |
$364K - $396K
|
5.01K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-341- 0.93% |
$24.8K - $27K
|
36.5K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-115- 0.12% |
$8.37K - $9.1K
|
97.6K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270New |
$19.6K - $21.4K
|
270
$20.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.43K- 12.81% |
$249K - $271K
|
23.3K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12- 0.07% |
$873 - $950
|
16.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.09K- 1.71% |
$297K - $323K
|
235K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.27K- 10.33% |
$92.6K - $101K
|
11K
$838K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.94KNew |
$287K - $312K
|
3.94K
$299K
|
|