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 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
790+ 3.89% |
$58.8K - $63.5K
|
21.1K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.32K- 2.95% |
$98.5K - $106K
|
43.6K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.97K- 20.33% |
$444K - $480K
|
23.4K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.9K- 10.08% |
$1.48M - $1.6M
|
178K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-616- 17.58% |
$45.8K - $49.5K
|
2.89K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-399- 11.48% |
$29.7K - $32.1K
|
3.08K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
480New |
$35.7K - $38.6K
|
480
$38.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.3K- 10.29% |
$1.74M - $1.87M
|
203K
$16.3M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 3.84% |
$16.7K - $18K
|
5.61K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
53+ 66.25% |
$3.94K - $4.26K
|
133
$10.7K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-59.3K- 44.57% |
$4.42M - $4.77M
|
73.8K
$5.91M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.7K- 27.95% |
$126K - $136K
|
4.37K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.37K+ 25.11% |
$325K - $351K
|
21.8K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-710- 14.34% |
$52.8K - $57K
|
4.24K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.14% |
$447 - $482
|
4.24K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.81K- 20.88% |
$284K - $306K
|
14.4K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.34K- 44.68% |
$621K - $670K
|
10.3K
$827K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-506- 15.19% |
$37.7K - $40.7K
|
2.83K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.26% |
$1.86K - $2.01K
|
9.56K
$765K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.97K- 16.64% |
$444K - $479K
|
29.9K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-475- 2.8% |
$35.3K - $38.2K
|
16.5K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.12K- 6.52% |
$455K - $491K
|
87.7K
$7.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-157- 1.69% |
$11.7K - $12.6K
|
9.15K
$733K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-904- 30.5% |
$67.3K - $72.6K
|
2.06K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.82K+ 1.16% |
$359K - $387K
|
422K
$33.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-875- 11.23% |
$65.1K - $70.3K
|
6.92K
$554K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.36KNew |
$101K - $109K
|
1.36K
$109K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-452- 10.08% |
$33.6K - $36.3K
|
4.03K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-194- 31.09% |
$14.4K - $15.6K
|
430
$34.4K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 5.67% |
$155K - $167K
|
38.8K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
92+ 1.26% |
$6.85K - $7.39K
|
7.39K
$592K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.2% |
$447 - $482
|
3K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-898- 50.0% |
$66.8K - $72.1K
|
898
$71.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-397- 51.76% |
$29.5K - $31.9K
|
370
$29.6K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.12% |
$298 - $321
|
3.39K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
28+ 0.51% |
$2.08K - $2.25K
|
5.53K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 3.13% |
$7.44K - $8.03K
|
3.1K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.11K- 6.58% |
$82.2K - $88.8K
|
15.7K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-382- 6.93% |
$28.4K - $30.7K
|
5.13K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.28K- 3.56% |
$170K - $183K
|
62K
$4.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
8+ 0.06% |
$595 - $643
|
12.9K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-75- 0.95% |
$5.58K - $6.03K
|
7.79K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65.8K- 37.07% |
$4.89M - $5.28M
|
112K
$8.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.79K- 6.14% |
$133K - $144K
|
27.4K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$74.4 - $80.3
|
154
$12.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.45K- 5.83% |
$331K - $358K
|
71.9K
$5.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 0.39% |
$2.23K - $2.41K
|
7.65K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-508- 3.5% |
$37.8K - $40.8K
|
14K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-680- 8.69% |
$50.6K - $54.6K
|
7.15K
$572K
|