Purchases and Sales Made in Q2 2025 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.86KNew |
$192K - $225K
|
2.86K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
916+ 196.99% |
$61.5K - $72K
|
1.38K
$111K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
575+ 3.15% |
$38.6K - $45.2K
|
18.8K
$1.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
185+ 4.17% |
$12.4K - $14.5K
|
4.62K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$67.1 - $78.6
|
10.5K
$839K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-147- 3.75% |
$9.87K - $11.6K
|
3.78K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-800- 22.22% |
$53.7K - $62.9K
|
2.8K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.4K- 39.89% |
$161K - $189K
|
3.62K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.95K- 74.63% |
$467K - $547K
|
2.36K
$189K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-185K- 66.99% |
$12.4M - $14.6M
|
91.3K
$7.31M
|