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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.46K- 11.3% |
$183K - $197K
|
19.3K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
204New |
$15.2K - $16.4K
|
204
$16.3K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-98- 5.7% |
$7.29K - $7.87K
|
1.62K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.94KClosed |
$442K - $478K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.63K+ 57.62% |
$643K - $694K
|
23.6K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-98- 3.15% |
$7.29K - $7.87K
|
3.02K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.3K- 8.34% |
$768K - $829K
|
113K
$9.08M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 25.92% |
$76.4K - $82.4K
|
2.93K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44- 0.02% |
$3.27K - $3.53K
|
214K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75+ 0.36% |
$5.58K - $6.03K
|
20.9K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.01K- 18.56% |
$150K - $162K
|
8.83K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-152K- 33.65% |
$11.3M - $12.2M
|
300K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-55.6K- 5.51% |
$4.14M - $4.47M
|
955K
$76.5M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$74.4 - $80.3
|
7.01K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.09KNew |
$230K - $248K
|
3.09K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-182- 0.93% |
$13.5K - $14.6K
|
19.4K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.2K- 7.28% |
$312K - $337K
|
53.4K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-62- 0.35% |
$4.61K - $4.98K
|
17.6K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 0.53% |
$2.16K - $2.33K
|
5.54K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.24K- 5.56% |
$92.4K - $99.8K
|
21.1K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
29+ 0.09% |
$2.16K - $2.33K
|
30.7K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.3K+ 59.3% |
$1.81M - $1.95M
|
65.2K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-22.5K- 56.03% |
$1.68M - $1.81M
|
17.7K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42- 0.6% |
$3.13K - $3.37K
|
6.96K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 12.46% |
$92.5K - $99.9K
|
11.2K
$899K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.85K- 1.78% |
$212K - $229K
|
158K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.91K- 33.74% |
$663K - $716K
|
17.5K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41- 21.13% |
$3.05K - $3.29K
|
153
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-139- 5.1% |
$10.3K - $11.2K
|
2.59K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.6K- 33.08% |
$788K - $851K
|
21.4K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.37K- 2.19% |
$177K - $191K
|
106K
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56+ 0.36% |
$4.17K - $4.5K
|
15.4K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-111- 5.56% |
$8.26K - $8.92K
|
1.88K
$151K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.6K- 8.46% |
$268K - $289K
|
38.9K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.91K- 16.11% |
$142K - $153K
|
9.94K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.77K+ 219.76% |
$429K - $464K
|
8.4K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.91K- 12.65% |
$291K - $314K
|
27K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7+ 0.14% |
$521 - $562
|
5.02K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-68- 1.27% |
$5.06K - $5.46K
|
5.29K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 2.76% |
$75K - $81K
|
37.5K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 12.39% |
$3.27K - $3.53K
|
311
$24.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 1.86% |
$1.17M - $1.27M
|
865K
$69.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.6K- 15.1% |
$1.38M - $1.49M
|
105K
$8.38M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-42- 0.74% |
$3.13K - $3.37K
|
5.61K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 1.54% |
$107K - $116K
|
95.1K
$7.61M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
287+ 0.21% |
$21.4K - $23.1K
|
134K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
946+ 0.89% |
$70.4K - $76K
|
107K
$8.57M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 4.08% |
$118K - $127K
|
40.3K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 3.47% |
$747K - $807K
|
300K
$24M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.6K- 22.35% |
$864K - $933K
|
40.3K
$3.23M
|