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 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-73.7KClosed |
$2.31M - $4.21M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12KClosed |
$378K - $687K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-744Closed |
$23.4K - $42.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10.7KClosed |
$337K - $612K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-57.4KClosed |
$1.8M - $3.28M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-355KClosed |
$11.1M - $20.2M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wills Financial Group, Inc.
|
SELL
|
- |
-6.25KClosed |
$196K - $357K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-48.7KClosed |
$1.53M - $2.78M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.27KClosed |
$71.3K - $130K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-426Closed |
$13.4K - $24.3K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.1KClosed |
$570K - $1.04M
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-600Closed |
$18.8K - $34.2K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.68KClosed |
$52.8K - $96K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 21, 2023
Q4 2019
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.04KNew |
$50.8K - $58.9K
|
1.04K
$78.9K
|
|
|
Feb 11, 2020
Q4 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.83KClosed |
$285K - $331K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-200Closed |
$9.77K - $11.3K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-126Closed |
$6.16K - $7.14K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-174Closed |
$8.5K - $9.86K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-865Closed |
$42.3K - $49K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-305Closed |
$14.6K - $16.3K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.58KClosed |
$267K - $298K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-239Closed |
$11.4K - $12.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.26KClosed |
$157K - $175K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-1.75KClosed |
$79.9K - $91.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.25KClosed |
$377K - $434K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5.25KClosed |
$231K - $285K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-5.25KClosed |
$230K - $285K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 04, 2020
Q3 2018
|
Milestone Advisory Partners
|
SELL
|
- |
-82.3KClosed |
$4.3M - $4.56M
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
78.5KNew |
$4.1M - $4.35M
|
78.5K
$5.95M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-498Closed |
$26K - $27.6K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-303Closed |
$15.8K - $16.8K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-121Closed |
$6.33K - $6.71K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-25Closed |
$1.31K - $1.39K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-602Closed |
$31.5K - $33.4K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Oct 04, 2024
Q2 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4KNew |
$206K - $215K
|
4K
$303K
|
|
|
Aug 09, 2018
Q2 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-23.8KClosed |
$1.23M - $1.28M
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-455Closed |
$23.5K - $24.5K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-13.1KClosed |
$677K - $706K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1Closed |
$51.5 - $57.7
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.01KClosed |
$104K - $116K
|
0
$0
|
|
|
Apr 13, 2018
Q1 2018
|
Bogart Wealth, LLC
|
SELL
|
- |
-50Closed |
$2.58K - $2.88K
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Trust CO
|
SELL
|
- |
-571Closed |
$29.4K - $32.9K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Cavalier Investments, LLC
|
SELL
|
- |
-8.71KClosed |
$447K - $479K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$50.9 - $51.1
|
1
$75.9
|
|
|
Nov 03, 2017
Q3 2017
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
600New |
$30.5K - $30.7K
|
600
$45.5K
|
|