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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-138- 1.24% |
$7.96K - $9.55K
|
11K
$879K
|
|
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
$11.9K
|
|
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
$80.1
|
|
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
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-498Closed |
$31.9K - $34K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-127Closed |
$8.13K - $8.68K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-16.4KClosed |
$886K - $1.05M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11KClosed |
$596K - $708K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.54KClosed |
$83.2K - $98.9K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-379Closed |
$20.5K - $24.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-348Closed |
$18.8K - $22.4K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-300Closed |
$16.2K - $19.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-35Closed |
$1.89K - $2.25K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.53KClosed |
$256K - $306K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.96KClosed |
$230K - $275K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2KClosed |
$92.8K - $111K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-953Closed |
$44.2K - $52.9K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-7.12KClosed |
$309K - $350K
|
0
$0
|