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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 15.38% |
$2.46K - $2.86K
|
300
$21.8K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.16% |
$246 - $286
|
2.52K
$183K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.9KNew |
$1.29M - $1.4M
|
19.9K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2KNew |
$1.24M - $1.35M
|
19.2K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.43K+ 33.85% |
$92.3K - $101K
|
5.65K
$411K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
531New |
$34.3K - $37.4K
|
531
$38.6K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
320New |
$20.7K - $22.5K
|
320
$23.3K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
260New |
$16.8K - $18.3K
|
260
$18.9K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26New |
$1.68K - $1.83K
|
26
$1.89K
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
132KNew |
$8.2M - $8.82M
|
132K
$9.57M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.06M - $1.14M
|
17K
$1.24M
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
840+ 15.48% |
$52.3K - $56.3K
|
6.27K
$456K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
754+ 15.0% |
$47K - $50.5K
|
5.78K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49New |
$3.05K - $3.28K
|
49
$3.57K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$62.3 - $67
|
129
$9.39K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.03% |
$62.3 - $67
|
3.23K
$235K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$6.5M - $7.53M
|
103K
$7.48M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.09KNew |
$448K - $520K
|
7.09K
$516K
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.39KNew |
$404K - $468K
|
6.39K
$465K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.64KNew |
$104K - $120K
|
1.64K
$119K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.19K+ 55.86% |
$75.3K - $87.3K
|
3.32K
$242K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.05KNew |
$66.3K - $76.8K
|
1.05K
$76.3K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
505+ 15.72% |
$31.9K - $37K
|
3.72K
$270K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
453New |
$28.7K - $33.2K
|
453
$33K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
430New |
$27.2K - $31.5K
|
430
$31.3K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
367New |
$23.2K - $26.9K
|
367
$26.7K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
200New |
$12.7K - $14.7K
|
200
$14.6K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.84K - $9.09K
|
124
$9.02K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
65New |
$4.11K - $4.76K
|
65
$4.73K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.3K+ 282.93% |
$1.09M - $1.2M
|
23.4K
$1.7M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.11KNew |
$324K - $354K
|
5.11K
$371K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.76KNew |
$239K - $261K
|
3.76K
$274K
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.26KNew |
$207K - $226K
|
3.26K
$237K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
748+ 0.4% |
$47.5K - $51.9K
|
187K
$13.6M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
424New |
$26.9K - $29.4K
|
424
$30.9K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
61+ 0.49% |
$3.87K - $4.23K
|
12.6K
$918K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
41New |
$2.6K - $2.84K
|
41
$2.98K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41New |
$2.6K - $2.84K
|
41
$2.98K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
28New |
$1.78K - $1.94K
|
28
$2.04K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.5KNew |
$858K - $1M
|
14.5K
$1.05M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.01KNew |
$60K - $70.1K
|
1.01K
$73.6K
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
334+ 2.07% |
$19.8K - $23.1K
|
16.5K
$1.2M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
125+ 2.29% |
$7.41K - $8.65K
|
5.59K
$407K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
57New |
$3.38K - $3.95K
|
57
$4.15K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
46New |
$2.73K - $3.18K
|
46
$3.35K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 4.39% |
$771 - $900
|
309
$22.5K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
69.4KNew |
$4.23M - $5.04M
|
69.4K
$5.05M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.56KNew |
$461K - $549K
|
7.56K
$550K
|