Latest Institutional Purchases of First Tr Large Cap Value (FTA)
This list provides information on the latest institutional transactions involving First Tr Large Cap Value (FTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
89.5K+ 78.88% |
$6M - $7.03M
|
203K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.4K+ 13.37% |
$2.71M - $3.18M
|
343K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.1KNew |
$2.29M - $2.68M
|
34.1K
$2.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.5K+ 22.81% |
$1.71M - $2M
|
137K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
24.3K+ 22.68% |
$1.63M - $1.91M
|
131K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.1K+ 211.63% |
$1.41M - $1.66M
|
31K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 2.03% |
$1.3M - $1.52M
|
974K
$79.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.6KNew |
$1.12M - $1.31M
|
16.6K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.6K+ 23.85% |
$1.04M - $1.22M
|
80.8K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8.92K+ 1249.16% |
$599K - $701K
|
9.63K
$787K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.84K+ 0.91% |
$526K - $616K
|
872K
$71.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.94K+ 368.1% |
$465K - $545K
|
8.82K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.72K+ 100.09% |
$451K - $529K
|
13.4K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.78KNew |
$388K - $455K
|
5.78K
$472K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.77KNew |
$253K - $297K
|
3.77K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.73K+ 121.1% |
$250K - $293K
|
6.8K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.18KNew |
$214K - $250K
|
3.18K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.03K+ 5.67% |
$204K - $238K
|
56.5K
$4.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.86KNew |
$192K - $225K
|
2.86K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.7KNew |
$181K - $212K
|
2.7K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.65KNew |
$178K - $208K
|
2.65K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.56KNew |
$172K - $201K
|
2.56K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 6.15% |
$166K - $195K
|
42.8K
$3.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 5.99% |
$151K - $176K
|
39.7K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.07K+ 31.18% |
$139K - $163K
|
8.71K
$712K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.86K+ 4.99% |
$125K - $146K
|
39.1K
$3.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.73K+ 5.15% |
$116K - $136K
|
35.4K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.38K+ 13.87% |
$92.6K - $108K
|
11.3K
$925K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 5.84% |
$82.8K - $97K
|
22.4K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.2K+ 6.23% |
$80.6K - $94.4K
|
20.5K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
922+ 0.63% |
$61.9K - $72.5K
|
148K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
916+ 196.99% |
$61.5K - $72K
|
1.38K
$113K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
784New |
$52.6K - $61.6K
|
784
$64.1K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
690New |
$46.3K - $54.3K
|
690
$56.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
628+ 0.31% |
$42.2K - $49.4K
|
202K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
583+ 2.3% |
$39.1K - $45.8K
|
26K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
582+ 10.26% |
$39.1K - $45.8K
|
6.26K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
575+ 3.15% |
$38.6K - $45.2K
|
18.8K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
399+ 107.84% |
$26.8K - $31.4K
|
769
$62.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
389+ 12.7% |
$26.1K - $30.6K
|
3.45K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
319+ 27.2% |
$21.4K - $25.1K
|
1.49K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311+ 12.01% |
$20.9K - $24.5K
|
2.9K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
267New |
$17.9K - $21K
|
267
$21.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
265New |
$17.8K - $20.8K
|
265
$21.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
242+ 4.37% |
$16.2K - $19K
|
5.79K
$473K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
217New |
$14.6K - $17.1K
|
217
$17.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 1.47% |
$14.2K - $16.7K
|
14.7K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
199New |
$13.4K - $15.6K
|
199
$16.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
189+ 0.43% |
$12.7K - $14.9K
|
43.8K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185+ 0.78% |
$12.4K - $14.5K
|
23.8K
$1.94M
|