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
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
132K
New
$8.2M - $8.82M
132K $10.1M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
17K
New
$1.06M - $1.14M
17K $1.31M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
49
New
$3.05K - $3.28K
49 $3.78K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.78%
$62.3 - $67
129 $9.94K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1
+ 0.03%
$62.3 - $67
3.23K $249K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
103K
New
$6.5M - $7.53M
103K $7.92M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
6.39K
New
$404K - $468K
6.39K $492K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.64K
New
$104K - $120K
1.64K $126K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.19K
+ 55.86%
$75.3K - $87.3K
3.32K $256K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
1.05K
New
$66.3K - $76.8K
1.05K $80.8K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
200
New
$12.7K - $14.7K
200 $15.4K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
124
New
$7.84K - $9.09K
124 $9.56K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
65
New
$4.11K - $4.76K
65 $5.01K
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 $1.8M
Feb 07, 2023 Q4 2022
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
5.11K
New
$298K - $354K
5.11K $393K
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
3.76K
New
$220K - $261K
3.76K $290K
Feb 01, 2023 Q4 2022
Janney Capital Management LLC

BUY
 -
3.26K
New
$191K - $226K
3.26K $252K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
748
+ 0.4%
$43.7K - $51.9K
187K $14.4M
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
61
+ 0.49%
$3.57K - $4.23K
12.6K $972K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
41
New
$2.4K - $2.84K
41 $3.16K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
41
New
$2.4K - $2.84K
41 $3.16K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
28
New
$1.64K - $1.94K
28 $2.16K
Q3 2022
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
14.5K
New
$835K - $1M
14.5K $1.12M
Oct 21, 2022 Q3 2022
G&S Capital LLC

BUY
 -
334
+ 2.07%
$19.3K - $23.1K
16.5K $1.27M
Nov 10, 2022 Q3 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
125
+ 2.29%
$7.21K - $8.65K
5.59K $431K
Nov 10, 2022 Q3 2022
Aspire Private Capital, LLC

BUY
 -
57
New
$3.29K - $3.95K
57 $4.39K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
46
New
$2.65K - $3.18K
46 $3.55K
Nov 14, 2022 Q3 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
13
+ 4.39%
$750 - $900
309 $23.8K
Q2 2022
Aug 01, 2022 Q2 2022
Empowered Funds, LLC

BUY
 -
69.4K
New
$4.23M - $5.04M
69.4K $5.35M
Aug 15, 2022 Q2 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
7.56K
New
$461K - $549K
7.56K $583K
Aug 15, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
5.08K
New
$310K - $369K
5.08K $391K
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
524
New
$32K - $38.1K
524 $40.4K
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
412
New
$25.1K - $29.9K
412 $31.8K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
190
New
$11.6K - $13.8K
190 $14.6K
Aug 04, 2022 Q2 2022
True Link Financial Advisors, LLC

BUY
 -
115
+ 0.86%
$7.02K - $8.35K
13.4K $1.03M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
91
+ 2.12%
$5.55K - $6.61K
4.38K $338K
Q1 2022
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
148
New
$9.96K - $10.7K
148 $11.4K
Q3 2021
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
96
New
$6.12K - $6.51K
96 $7.4K
Q2 2021
Aug 10, 2021 Q2 2021
Riverpoint Wealth Management Holdings, LLC

BUY
 -
15
+ 0.33%
$960 - $1.03K
4.49K $346K
Q4 2020
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
10.6K
New
$490K - $586K
10.6K $814K
Q3 2020
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
26K
New
$1.13M - $1.28M
26K $2.01M
Q1 2020
Jan 19, 2021 Q1 2020
Intercontinental Wealth Advisors, LLC

BUY
 -
1.5K
New
$47.1K - $85.6K
1.5K $116K
May 15, 2024 Q1 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2019
Sep 21, 2023 Q4 2019
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.04K
New
$50.8K - $58.9K
1.04K $80.2K
Q3 2018
Nov 15, 2018 Q3 2018
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
78.5K
New
$4.1M - $4.35M
78.5K $6.05M
Q2 2018
Oct 04, 2024 Q2 2018
Commerzbank Aktiengesellschaft

BUY
 -
4K
New
$206K - $215K
4K $308K
Q3 2017
Nov 03, 2017 Q3 2017
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
600
New
$30.5K - $30.7K
600 $46.2K
Nov 14, 2017 Q3 2017
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
$50.9 - $51.1
1 $77.1

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