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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
8+ 0.06% |
$595 - $643
|
12.9K
$1.04M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7+ 0.14% |
$521 - $562
|
5.02K
$402K
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.14% |
$447 - $482
|
4.24K
$339K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.2% |
$447 - $482
|
3K
$240K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.12% |
$298 - $321
|
3.39K
$271K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$74.4 - $80.3
|
5.67K
$454K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$74.4 - $80.3
|
7.01K
$561K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$74.4 - $80.3
|
154
$12.3K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
97.9KNew |
$7.36M - $8.17M
|
97.9K
$7.84M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.5K+ 36.35% |
$4.02M - $4.46M
|
201K
$16.1M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5K+ 197.41% |
$3.05M - $3.38M
|
61K
$4.89M
|
|
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
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4K+ 99.98% |
$1.08M - $1.2M
|
28.7K
$2.3M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.72KNew |
$505K - $561K
|
6.72K
$538K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.31KNew |
$474K - $527K
|
6.31K
$505K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.83K+ 21.25% |
$138K - $153K
|
10.5K
$837K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.49KNew |
$112K - $124K
|
1.49K
$119K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
714New |
$53.7K - $59.6K
|
714
$57.2K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
473+ 3.07% |
$35.6K - $39.5K
|
15.9K
$1.27M
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
370New |
$27.8K - $30.9K
|
370
$29.6K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370+ 20.93% |
$27.8K - $30.9K
|
2.14K
$171K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
350New |
$26.3K - $29.2K
|
350
$28K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
211New |
$15.9K - $17.6K
|
211
$16.9K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
165+ 0.46% |
$12.4K - $13.8K
|
36.2K
$2.9M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$3.38K - $3.76K
|
45
$3.6K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
41New |
$3.08K - $3.42K
|
41
$3.28K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31+ 11.48% |
$2.33K - $2.59K
|
301
$24.1K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23New |
$1.73K - $1.92K
|
23
$1.84K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.44% |
$150 - $167
|
461
$36.9K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.03% |
$75.2 - $83.5
|
3.42K
$274K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.63KNew |
$337K - $367K
|
4.63K
$371K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.56KNew |
$332K - $361K
|
4.56K
$365K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.6KNew |
$262K - $285K
|
3.6K
$288K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.28KNew |
$239K - $260K
|
3.28K
$263K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$198K - $215K
|
2.72K
$218K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
2.65KNew |
$192K - $209K
|
2.65K
$212K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.54KNew |
$185K - $201K
|
2.54K
$204K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$116K - $126K
|
1.59K
$128K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
181+ 0.37% |
$13.2K - $14.3K
|
49.7K
$3.98M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 0.59% |
$5.82K - $6.33K
|
13.7K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
42+ 0.96% |
$3.06K - $3.32K
|
4.44K
$355K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.56% |
$218 - $237
|
542
$43.4K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.22KNew |
$522K - $549K
|
7.22K
$578K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.85KNew |
$206K - $217K
|
2.85K
$229K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.96K+ 19.14% |
$141K - $149K
|
12.2K
$975K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.74KNew |
$126K - $132K
|
1.74K
$139K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.04KNew |
$75K - $78.8K
|
1.04K
$83.1K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
331+ 38.4% |
$24K - $25.2K
|
1.19K
$95.6K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
207New |
$15K - $15.7K
|
207
$16.6K
|