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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
452KNew |
$34M - $37.7M
|
452K
$34.8M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
247K+ 457.58% |
$18.6M - $20.6M
|
301K
$23.2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
132K+ 15.06% |
$9.94M - $11M
|
1.01M
$77.9M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 5.83% |
$9.03M - $10M
|
2.18M
$168M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
97.9KNew |
$7.36M - $8.17M
|
97.9K
$7.55M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
93.4K+ 634.29% |
$7.02M - $7.8M
|
108K
$8.33M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.1K+ 48.66% |
$4.37M - $4.85M
|
177K
$13.7M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.8K+ 6.5% |
$3.89M - $4.32M
|
849K
$65.5M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5K+ 197.41% |
$3.05M - $3.38M
|
61K
$4.7M
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
40.2KNew |
$3.02M - $3.35M
|
40.2K
$3.1M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.2K+ 423.11% |
$1.97M - $2.19M
|
32.4K
$2.5M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.3KNew |
$1.53M - $1.7M
|
20.3K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.6KNew |
$1.33M - $1.47M
|
17.6K
$1.36M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
16.5K+ 127.58% |
$1.24M - $1.37M
|
29.4K
$2.26M
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.7KNew |
$1.1M - $1.23M
|
14.7K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4K+ 99.98% |
$1.08M - $1.2M
|
28.7K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$991K - $1.1M
|
13.2K
$1.02M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12.9KNew |
$972K - $1.08M
|
12.9K
$997K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 8.72% |
$968K - $1.07M
|
161K
$12.4M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.57KNew |
$644K - $715K
|
8.57K
$661K
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
8.01KNew |
$602K - $669K
|
8.01K
$617K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
7.68KNew |
$578K - $641K
|
7.68K
$592K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.72KNew |
$505K - $561K
|
6.72K
$518K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.31KNew |
$474K - $527K
|
6.31K
$486K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.58KNew |
$419K - $466K
|
5.58K
$430K
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.51KNew |
$415K - $460K
|
5.51K
$425K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$413K - $459K
|
5.5K
$424K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.87K+ 67.91% |
$367K - $407K
|
12.1K
$929K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.6K+ 26.06% |
$271K - $300K
|
17.4K
$1.34M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.54K+ 302.13% |
$266K - $296K
|
4.71K
$363K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.49K+ 30.36% |
$262K - $291K
|
15K
$1.16M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.96KNew |
$223K - $247K
|
2.96K
$229K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.96KNew |
$223K - $247K
|
2.96K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.91K+ 1.47% |
$219K - $243K
|
200K
$15.4M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.86K+ 2.18% |
$215K - $239K
|
134K
$10.3M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.83K+ 100.04% |
$213K - $236K
|
5.66K
$436K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.81K+ 7.37% |
$211K - $235K
|
40.9K
$3.16M
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.63KNew |
$198K - $219K
|
2.63K
$202K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.52K+ 15.53% |
$190K - $211K
|
18.8K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.33KNew |
$175K - $195K
|
2.33K
$180K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 4.12% |
$155K - $172K
|
51.9K
$4.01M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.01K+ 3.65% |
$151K - $167K
|
57K
$4.39M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.97K+ 3.55% |
$148K - $165K
|
57.6K
$4.44M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 5.06% |
$140K - $156K
|
38.7K
$2.99M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.83K+ 21.25% |
$138K - $153K
|
10.5K
$806K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.73K+ 5.16% |
$130K - $145K
|
35.3K
$2.73M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.72KNew |
$129K - $143K
|
1.72K
$132K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 3.74% |
$125K - $138K
|
45.9K
$3.54M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 19.43% |
$118K - $131K
|
9.67K
$745K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.49KNew |
$112K - $124K
|
1.49K
$115K
|