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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.77KNew |
$191K - $211K
|
2.77K
$210K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.64K- 84.06% |
$251K - $278K
|
690
$52.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.36% |
$1.52K - $1.68K
|
6.12K
$464K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
963New |
$66.5K - $73.6K
|
963
$73K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$190K - $210K
|
2.75K
$209K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
332+ 948.57% |
$20.5K - $23.7K
|
367
$27.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
360New |
$22.2K - $25.7K
|
360
$27.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.03KNew |
$186K - $216K
|
3.03K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.86KNew |
$176K - $204K
|
2.86K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.94K- 31.91% |
$120K - $139K
|
4.14K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-193- 5.54% |
$11.9K - $13.8K
|
3.29K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.16% |
$246 - $286
|
2.52K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15.1K- 66.67% |
$930K - $1.08M
|
7.55K
$573K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
7.35KNew |
$453K - $525K
|
7.35K
$558K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
448New |
$27.6K - $32K
|
448
$34K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.7KNew |
$105K - $121K
|
1.7K
$129K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 15.38% |
$2.46K - $2.86K
|
300
$22.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.9KNew |
$1.29M - $1.4M
|
19.9K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2KNew |
$1.24M - $1.35M
|
19.2K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.43K+ 33.85% |
$92.3K - $101K
|
5.65K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26New |
$1.68K - $1.83K
|
26
$1.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
260New |
$16.8K - $18.3K
|
260
$19.7K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-149- 2.91% |
$9.63K - $10.5K
|
4.97K
$377K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-77- 0.87% |
$4.97K - $5.42K
|
8.81K
$668K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
531New |
$34.3K - $37.4K
|
531
$40.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
320New |
$20.7K - $22.5K
|
320
$24.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-302- 0.76% |
$19.5K - $21.2K
|
39.3K
$2.98M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-50- 23.26% |
$3.23K - $3.52K
|
165
$12.5K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
132KNew |
$8.2M - $8.82M
|
132K
$9.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.06M - $1.14M
|
17K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.51K- 53.81% |
$218K - $235K
|
3.01K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-303- 6.64% |
$18.9K - $20.3K
|
4.26K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49New |
$3.05K - $3.28K
|
49
$3.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 2.43% |
$6.23K - $6.7K
|
4.02K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 34.45% |
$62.3K - $67K
|
1.9K
$144K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$62.3 - $67
|
129
$9.78K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.03% |
$62.3 - $67
|
3.23K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 51.64% |
$27.5K - $29.6K
|
413
$31.3K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
367New |
$23.2K - $26.9K
|
367
$27.8K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.19K+ 55.86% |
$75.3K - $87.3K
|
3.32K
$252K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.39KNew |
$404K - $468K
|
6.39K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
505+ 15.72% |
$31.9K - $37K
|
3.72K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-539- 51.68% |
$34.1K - $39.5K
|
504
$38.2K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
65New |
$4.11K - $4.76K
|
65
$4.93K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$6.5M - $7.53M
|
103K
$7.8M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
200New |
$12.7K - $14.7K
|
200
$15.2K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-541- 12.12% |
$34.2K - $39.7K
|
3.92K
$298K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.64KNew |
$104K - $120K
|
1.64K
$124K
|
|