Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-77- 0.87% |
$4.97K - $5.42K
|
8.81K
$690K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-50- 23.26% |
$3.23K - $3.52K
|
165
$12.9K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.51K- 53.81% |
$218K - $235K
|
3.01K
$236K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 34.45% |
$62.3K - $67K
|
1.9K
$149K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 51.64% |
$27.5K - $29.6K
|
413
$32.3K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-303- 6.64% |
$18.9K - $20.3K
|
4.26K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 2.43% |
$6.23K - $6.7K
|
4.02K
$315K
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-89.3K- 87.89% |
$5.65M - $6.54M
|
12.3K
$963K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-541- 12.12% |
$34.2K - $39.7K
|
3.92K
$307K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-539- 51.68% |
$34.1K - $39.5K
|
504
$39.5K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-270- 64.29% |
$17.1K - $19.8K
|
150
$11.7K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-158- 4.07% |
$9.24K - $11K
|
3.73K
$292K
|
|
Q3 2022 | |||||||
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.23K- 11.9% |
$70.8K - $84.9K
|
9.09K
$711K
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-285- 6.96% |
$16.4K - $19.7K
|
3.81K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-138- 1.24% |
$7.96K - $9.55K
|
11K
$860K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-15.6KClosed |
$950K - $1.13M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.08KClosed |
$371K - $441K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.69KClosed |
$225K - $268K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.4KClosed |
$207K - $247K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.03KClosed |
$185K - $220K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-782Closed |
$47.7K - $56.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-521- 77.76% |
$31.8K - $37.9K
|
149
$11.7K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-314Closed |
$19.2K - $22.8K
|
0
$0
|
|
Q1 2022 | |||||||
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.96KClosed |
$267K - $286K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.63KClosed |
$177K - $190K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.95KClosed |
$131K - $141K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.1KClosed |
$73.9K - $79.3K
|
0
$0
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-694Closed |
$46.7K - $50.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-300Closed |
$20.2K - $21.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-200Closed |
$13.5K - $14.5K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-156Closed |
$10.5K - $11.3K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-109Closed |
$7.34K - $7.88K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 96.0% |
$1.62K - $1.73K
|
1
$78.3
|
|
Q4 2021 | |||||||
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-6.93KClosed |
$450K - $484K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.6KClosed |
$738K - $785K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-4KClosed |
$255K - $271K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.68KClosed |
$234K - $249K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.24KClosed |
$207K - $220K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.48KClosed |
$94.1K - $100K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-320Closed |
$20.4K - $21.7K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-256Closed |
$16.3K - $17.4K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-140Closed |
$8.93K - $9.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-59Closed |
$3.76K - $4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-998KClosed |
$63.9M - $68.2M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-50.5KClosed |
$3.23M - $3.45M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-23KClosed |
$1.47M - $1.57M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.58KClosed |
$357K - $381K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-4.18KClosed |
$267K - $286K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.4KClosed |
$217K - $232K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-568Closed |
$36.3K - $38.8K
|
0
$0
|