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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
523+ 13.04% |
$38.1K - $41.4K
|
4.53K
$344K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 8.77% |
$107K - $117K
|
18.3K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11K- 7.08% |
$80.5K - $87.5K
|
14.5K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-227- 5.87% |
$16.5K - $18K
|
3.64K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 2.97% |
$159K - $173K
|
75.7K
$5.74M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.62% |
$4.87K - $5.3K
|
4.21K
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.36% |
$291 - $317
|
1.12K
$84.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.43K- 11.89% |
$104K - $113K
|
10.6K
$803K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.56K- 40.04% |
$477K - $519K
|
9.82K
$745K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-276- 12.08% |
$20.1K - $21.8K
|
2.01K
$152K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.4K- 22.86% |
$2.57M - $2.8M
|
119K
$9.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 12.72% |
$77.1K - $83.8K
|
7.27K
$551K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 10.44% |
$33K - $35.9K
|
4.8K
$364K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 7.0% |
$509 - $554
|
93
$7.05K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-476- 2.74% |
$34.6K - $37.7K
|
16.9K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-264- 3.66% |
$19.2K - $20.9K
|
6.94K
$526K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 22.67% |
$121K - $132K
|
5.68K
$431K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-293- 5.98% |
$21.3K - $23.2K
|
4.61K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 0.59% |
$5.82K - $6.33K
|
13.7K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-868- 2.42% |
$63.2K - $68.7K
|
35K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
393+ 1.1% |
$28.6K - $31.1K
|
36K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.79K- 8.61% |
$421K - $458K
|
61.4K
$4.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
597+ 6.42% |
$43.4K - $47.2K
|
9.89K
$750K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12- 0.06% |
$873 - $950
|
18.5K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 0.28% |
$1.96K - $2.14K
|
9.5K
$721K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.77K+ 30.09% |
$566K - $615K
|
33.6K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-90- 1.15% |
$6.55K - $7.12K
|
7.76K
$588K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$72.8 - $79.1
|
3.01K
$229K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.13K- 4.27% |
$664K - $722K
|
205K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$198K - $215K
|
2.72K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
172+ 0.12% |
$12.5K - $13.6K
|
148K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.93K- 4.5% |
$650K - $707K
|
190K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.5K- 9.65% |
$1.78M - $1.94M
|
229K
$17.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.6K- 1.38% |
$189K - $205K
|
185K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 5.11% |
$141K - $153K
|
36K
$2.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.54KNew |
$185K - $201K
|
2.54K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-5.04K- 1.33% |
$367K - $399K
|
374K
$28.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 2.05% |
$80.2K - $87.2K
|
55K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.63KNew |
$337K - $367K
|
4.63K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
764+ 6.69% |
$55.6K - $60.5K
|
12.2K
$924K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
181+ 0.37% |
$13.2K - $14.3K
|
49.7K
$3.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
552+ 7.32% |
$40.2K - $43.7K
|
8.1K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.02% |
$72.8 - $79.1
|
5.74K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-124- 3.94% |
$9.02K - $9.81K
|
3.02K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.73K- 22.58% |
$344K - $375K
|
16.2K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
14.6KNew |
$1.06M - $1.15M
|
14.6K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.16K+ 20.04% |
$157K - $171K
|
12.9K
$979K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-669- 66.11% |
$48.7K - $52.9K
|
343
$26K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-875- 7.24% |
$63.7K - $69.2K
|
11.2K
$850K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
2.65KNew |
$192K - $209K
|
2.65K
$201K
|