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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.6KNew |
$262K - $285K
|
3.6K
$278K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.28KNew |
$239K - $260K
|
3.28K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$198K - $215K
|
2.72K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
2.65KNew |
$192K - $209K
|
2.65K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.54KNew |
$185K - $201K
|
2.54K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$116K - $126K
|
1.59K
$123K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
181+ 0.37% |
$13.2K - $14.3K
|
49.7K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 0.59% |
$5.82K - $6.33K
|
13.7K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
42+ 0.96% |
$3.06K - $3.32K
|
4.44K
$342K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.52% |
$291 - $317
|
767
$59.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.56% |
$218 - $237
|
542
$41.8K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.22KNew |
$522K - $549K
|
7.22K
$557K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.85KNew |
$206K - $217K
|
2.85K
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.96K+ 19.14% |
$141K - $149K
|
12.2K
$938K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.74KNew |
$126K - $132K
|
1.74K
$134K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.04KNew |
$75K - $78.8K
|
1.04K
$79.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
331+ 38.4% |
$24K - $25.2K
|
1.19K
$92K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
207New |
$15K - $15.7K
|
207
$16K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
194New |
$14K - $14.7K
|
194
$15K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 70.0% |
$12.7K - $13.3K
|
425
$32.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 0.45% |
$1.52K - $1.6K
|
4.72K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.23% |
$651 - $684
|
3.97K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.02% |
$72.4 - $76
|
5.63K
$434K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 122.12% |
$3.17M - $3.51M
|
83.5K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.7K+ 21.41% |
$1.08M - $1.2M
|
88.8K
$6.84M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$289K - $320K
|
4.19K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$229K - $253K
|
3.32K
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.8KNew |
$194K - $214K
|
2.8K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.77KNew |
$191K - $211K
|
2.77K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.62KNew |
$181K - $200K
|
2.62K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 1.48% |
$153K - $169K
|
152K
$11.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
963New |
$66.5K - $73.6K
|
963
$74.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$2.76K - $3.06K
|
40
$3.08K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
37+ 1.08% |
$2.55K - $2.83K
|
3.45K
$266K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.36% |
$1.52K - $1.68K
|
6.12K
$472K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12+ 0.41% |
$828 - $917
|
2.93K
$226K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
7.35KNew |
$453K - $525K
|
7.35K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.03KNew |
$186K - $216K
|
3.03K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.86KNew |
$176K - $204K
|
2.86K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
448New |
$27.6K - $32K
|
448
$34.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
360New |
$22.2K - $25.7K
|
360
$27.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
332+ 948.57% |
$20.5K - $23.7K
|
367
$28.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 15.38% |
$2.46K - $2.86K
|
300
$23.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.16% |
$246 - $286
|
2.52K
$194K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2KNew |
$1.24M - $1.35M
|
19.2K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.43K+ 33.85% |
$92.3K - $101K
|
5.65K
$436K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
531New |
$34.3K - $37.4K
|
531
$40.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
320New |
$20.7K - $22.5K
|
320
$24.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
260New |
$16.8K - $18.3K
|
260
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26New |
$1.68K - $1.83K
|
26
$2K
|
|