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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-230- 1.07% |
$16.7K - $18.2K
|
21.2K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.72K- 2.91% |
$635K - $690K
|
291K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.53K+ 2.95% |
$257K - $279K
|
123K
$9.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.04K- 8.05% |
$294K - $320K
|
46.2K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 4.86% |
$817K - $888K
|
220K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$72.8 - $79.1
|
5.67K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.36K- 17.18% |
$462K - $503K
|
30.6K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-397- 2.21% |
$28.9K - $31.4K
|
17.6K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
708+ 6.04% |
$51.5K - $56K
|
12.4K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
175+ 17.55% |
$12.7K - $13.8K
|
1.17K
$88.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-35- 1.21% |
$2.55K - $2.77K
|
2.85K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-147- 0.78% |
$10.7K - $11.6K
|
18.6K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-317- 2.34% |
$23.1K - $25.1K
|
13.2K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7.37K- 24.01% |
$536K - $583K
|
23.3K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
298+ 3.64% |
$21.7K - $23.6K
|
8.48K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-530- 1.97% |
$38.6K - $41.9K
|
26.4K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-93- 2.16% |
$6.77K - $7.36K
|
4.22K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 7.86% |
$73.1K - $79.5K
|
13.8K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-36.3K- 12.9% |
$2.64M - $2.87M
|
245K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-130- 1.65% |
$9.46K - $10.3K
|
7.73K
$586K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 1.92% |
$655 - $712
|
459
$34.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 3.92% |
$29K - $31.6K
|
9.78K
$741K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
422+ 0.81% |
$30.7K - $33.4K
|
52.6K
$3.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.21K- 0.77% |
$452K - $492K
|
797K
$60.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.56% |
$218 - $237
|
542
$41.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.25% |
$1.38K - $1.5K
|
7.61K
$578K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-62- 0.51% |
$4.51K - $4.91K
|
12K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.82K- 34.41% |
$133K - $144K
|
3.48K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.5K+ 10.03% |
$328K - $356K
|
49.4K
$3.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.64K+ 2.86% |
$265K - $288K
|
131K
$9.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.59K- 43.04% |
$188K - $205K
|
3.42K
$260K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-241- 0.04% |
$17.5K - $19.1K
|
545K
$41.3M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-837- 14.06% |
$60.9K - $66.2K
|
5.12K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$2.33K - $2.53K
|
6.18K
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.87K+ 27.61% |
$136K - $148K
|
8.62K
$654K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.56KNew |
$332K - $361K
|
4.56K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-451- 5.45% |
$32.8K - $35.7K
|
7.83K
$594K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-84- 0.42% |
$6.11K - $6.65K
|
19.9K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-855- 15.23% |
$62.2K - $67.7K
|
4.76K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 4.46% |
$119K - $130K
|
35.2K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.67K- 10.12% |
$558K - $607K
|
68.1K
$5.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$116K - $126K
|
1.59K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
471+ 8.6% |
$34.3K - $37.3K
|
5.95K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.51K+ 100.37% |
$255K - $278K
|
7.01K
$531K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-591- 4.11% |
$43K - $46.8K
|
13.8K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 10.66% |
$938K - $1.02M
|
134K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 7.01% |
$176K - $191K
|
36.8K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 33.73% |
$99.7K - $108K
|
5.43K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.57K- 3.72% |
$114K - $124K
|
40.6K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
42+ 0.58% |
$3.06K - $3.32K
|
7.34K
$557K
|