Latest Institutional Purchases of First Tr Large Cap Value (FTA)

FTA Quotes by TradingView

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 08, 2024 Q2 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
175
+ 70.0%
$12.7K - $13.3K
425 $34K
Aug 07, 2024 Q2 2024
Horizon Family Wealth, Inc.

BUY
 -
21
+ 0.45%
$1.52K - $1.6K
4.72K $378K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
9
+ 0.23%
$651 - $684
3.97K $318K
Aug 12, 2024 Q2 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
1
+ 0.02%
$72.4 - $76
5.63K $451K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
45.9K
+ 122.12%
$3.17M - $3.51M
83.5K $6.69M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
15.7K
+ 21.41%
$1.08M - $1.2M
88.8K $7.11M
May 14, 2024 Q1 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
4.19K
New
$289K - $320K
4.19K $335K
May 15, 2024 Q1 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.32K
New
$229K - $253K
3.32K $266K
Apr 25, 2024 Q1 2024
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
2.8K
New
$194K - $214K
2.8K $225K
Apr 19, 2024 Q1 2024
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
2.77K
New
$191K - $211K
2.77K $222K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.22K
+ 1.48%
$153K - $169K
152K $12.2M
Apr 16, 2024 Q1 2024
Pinnacle Bancorp, Inc.

BUY
 -
963
New
$66.5K - $73.6K
963 $77.1K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
40
New
$2.76K - $3.06K
40 $3.2K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
22
+ 0.36%
$1.52K - $1.68K
6.12K $490K
May 02, 2024 Q1 2024
Shore Haven Wealth Partners, LLC

BUY
 -
12
+ 0.41%
$828 - $917
2.93K $234K
Q4 2023
Jan 18, 2024 Q4 2023
Well Done, LLC

BUY
 -
7.35K
New
$453K - $525K
7.35K $589K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
3.03K
New
$186K - $216K
3.03K $242K
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

BUY
 -
2.86K
New
$176K - $204K
2.86K $229K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
448
New
$27.6K - $32K
448 $35.9K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
360
New
$22.2K - $25.7K
360 $28.8K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
332
+ 948.57%
$20.5K - $23.7K
367 $29.4K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
40
+ 15.38%
$2.46K - $2.86K
300 $24K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
4
+ 0.16%
$246 - $286
2.52K $202K
Q3 2023
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
19.2K
New
$1.24M - $1.35M
19.2K $1.53M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
1.43K
+ 33.85%
$92.3K - $101K
5.65K $453K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
531
New
$34.3K - $37.4K
531 $42.5K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
320
New
$20.7K - $22.5K
320 $25.6K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
260
New
$16.8K - $18.3K
260 $20.8K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
26
New
$1.68K - $1.83K
26 $2.08K
Q2 2023
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
132K
New
$8.2M - $8.82M
132K $10.5M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
17K
New
$1.06M - $1.14M
17K $1.36M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
49
New
$3.05K - $3.28K
49 $3.92K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.78%
$62.3 - $67
129 $10.3K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1
+ 0.03%
$62.3 - $67
3.23K $258K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
103K
New
$6.5M - $7.53M
103K $8.23M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
6.39K
New
$404K - $468K
6.39K $512K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.64K
New
$104K - $120K
1.64K $131K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
1.05K
New
$66.3K - $76.8K
1.05K $83.9K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
367
New
$23.2K - $26.9K
367 $29.4K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
200
New
$12.7K - $14.7K
200 $16K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
124
New
$7.84K - $9.09K
124 $9.93K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
65
New
$4.11K - $4.76K
65 $5.21K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q4 2022
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
17.3K
+ 282.93%
$1.01M - $1.2M
23.4K $1.87M
Feb 07, 2023 Q4 2022
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
5.11K
New
$298K - $354K
5.11K $409K
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
3.76K
New
$220K - $261K
3.76K $301K
Feb 01, 2023 Q4 2022
Janney Capital Management LLC

BUY
 -
3.26K
New
$191K - $226K
3.26K $261K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
748
+ 0.4%
$43.7K - $51.9K
187K $15M
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
61
+ 0.49%
$3.57K - $4.23K
12.6K $1.01M

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