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 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.26K+ 7.96% |
$237K - $258K
|
44.3K
$3.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
42+ 0.96% |
$3.06K - $3.32K
|
4.44K
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.28KNew |
$239K - $260K
|
3.28K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-157- 5.0% |
$11.4K - $12.4K
|
2.99K
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 1.18% |
$6.48K - $7.04K
|
7.66K
$581K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
40+ 3.41% |
$2.91K - $3.17K
|
1.21K
$92K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-7.09K- 33.98% |
$516K - $561K
|
13.8K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.28K- 27.69% |
$457K - $497K
|
16.4K
$1.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.72K- 36.45% |
$125K - $136K
|
2.99K
$227K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-111- 0.46% |
$8.08K - $8.78K
|
23.9K
$1.81M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.26K- 8.37% |
$164K - $179K
|
24.7K
$1.88M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.65K- 50.28% |
$481K - $505K
|
6.58K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
207New |
$15K - $15.7K
|
207
$15.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.23% |
$651 - $684
|
3.97K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.74KNew |
$126K - $132K
|
1.74K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
75+ 2.76% |
$5.43K - $5.7K
|
2.8K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-179- 0.42% |
$13K - $13.6K
|
42K
$3.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.02% |
$72.4 - $76
|
5.63K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.55KNew |
$402K - $422K
|
5.55K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-400- 63.8% |
$28.9K - $30.4K
|
227
$17.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.05K+ 115.07% |
$75.7K - $79.5K
|
1.96K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 70.0% |
$12.7K - $13.3K
|
425
$32.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.22KNew |
$522K - $549K
|
7.22K
$548K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
194New |
$14K - $14.7K
|
194
$14.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 0.45% |
$1.52K - $1.6K
|
4.72K
$358K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-199- 6.56% |
$14.4K - $15.1K
|
2.84K
$215K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.96K+ 19.14% |
$141K - $149K
|
12.2K
$923K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.85KNew |
$206K - $217K
|
2.85K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-75- 1.84% |
$5.43K - $5.7K
|
4K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.01K+ 16.47% |
$507K - $533K
|
49.6K
$3.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
331+ 38.4% |
$24K - $25.2K
|
1.19K
$90.5K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 4.56% |
$75.8K - $79.6K
|
24K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-200- 5.26% |
$14.5K - $15.2K
|
3.6K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.15K- 20.35% |
$83.2K - $87.4K
|
4.5K
$341K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.04KNew |
$75K - $78.8K
|
1.04K
$78.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
37+ 1.08% |
$2.55K - $2.83K
|
3.45K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 13.74% |
$73.9K - $81.8K
|
6.72K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$229K - $253K
|
3.32K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.7K+ 21.41% |
$1.08M - $1.2M
|
88.8K
$6.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 122.12% |
$3.17M - $3.51M
|
83.5K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 1.48% |
$153K - $169K
|
152K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$289K - $320K
|
4.19K
$318K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-795- 1.81% |
$54.9K - $60.7K
|
43.1K
$3.27M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$2.76K - $3.06K
|
40
$3.03K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12+ 0.41% |
$828 - $917
|
2.93K
$222K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.8KNew |
$194K - $214K
|
2.8K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-425- 6.77% |
$29.3K - $32.5K
|
5.86K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.62KNew |
$181K - $200K
|
2.62K
$199K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-70- 2.31% |
$4.83K - $5.35K
|
2.96K
$225K
|
|