Purchases and Sales Made in Q4 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
452KNew |
$34M - $37.7M
|
452K
$35.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
97.9KNew |
$7.36M - $8.17M
|
97.9K
$7.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
93.4K+ 634.29% |
$7.02M - $7.8M
|
108K
$8.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.8K+ 6.5% |
$3.89M - $4.32M
|
849K
$66.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
40.2KNew |
$3.02M - $3.35M
|
40.2K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
16.5K+ 127.58% |
$1.24M - $1.37M
|
29.4K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.7KNew |
$1.1M - $1.23M
|
14.7K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12.9KNew |
$972K - $1.08M
|
12.9K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 8.72% |
$968K - $1.07M
|
161K
$12.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.57KNew |
$644K - $715K
|
8.57K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
7.68KNew |
$578K - $641K
|
7.68K
$599K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$413K - $459K
|
5.5K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.6K+ 26.06% |
$271K - $300K
|
17.4K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.54K+ 302.13% |
$266K - $296K
|
4.71K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.96KNew |
$223K - $247K
|
2.96K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.86K+ 2.18% |
$215K - $239K
|
134K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.83K+ 100.04% |
$213K - $236K
|
5.66K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 4.12% |
$155K - $172K
|
51.9K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.01K+ 3.65% |
$151K - $167K
|
57K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 5.06% |
$140K - $156K
|
38.7K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.73K+ 5.16% |
$130K - $145K
|
35.3K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 3.74% |
$125K - $138K
|
45.9K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 19.43% |
$118K - $131K
|
9.67K
$754K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.49KNew |
$112K - $124K
|
1.49K
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.28K+ 3.64% |
$96.3K - $107K
|
36.5K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.15K+ 0.94% |
$86.2K - $95.7K
|
124K
$9.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
898New |
$67.5K - $75K
|
898
$70.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
849+ 2.42% |
$63.9K - $70.9K
|
35.9K
$2.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
807+ 384.29% |
$60.7K - $67.4K
|
1.02K
$79.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
698+ 23.31% |
$52.5K - $58.3K
|
3.69K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
653+ 0.86% |
$49.1K - $54.5K
|
76.4K
$5.96M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
582+ 11.88% |
$43.8K - $48.6K
|
5.48K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370+ 20.93% |
$27.8K - $30.9K
|
2.14K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
361+ 5.2% |
$27.2K - $30.1K
|
7.3K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
350New |
$26.3K - $29.2K
|
350
$27.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
201+ 0.55% |
$15.1K - $16.8K
|
36.7K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 2.05% |
$15K - $16.7K
|
9.98K
$778K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
194+ 45.12% |
$14.6K - $16.2K
|
624
$48.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
165+ 0.46% |
$12.4K - $13.8K
|
36.2K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 2.02% |
$9.03K - $10K
|
6.07K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 150.82% |
$6.92K - $7.68K
|
153
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
91+ 1.59% |
$6.84K - $7.6K
|
5.83K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90+ 0.43% |
$6.77K - $7.51K
|
20.8K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
83+ 1.53% |
$6.24K - $6.93K
|
5.52K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 0.9% |
$5.26K - $5.84K
|
7.83K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61New |
$4.59K - $5.09K
|
61
$4.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$3.38K - $3.76K
|
45
$3.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41+ 0.52% |
$3.08K - $3.42K
|
7.87K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
41New |
$3.08K - $3.42K
|
41
$3.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
35+ 0.19% |
$2.63K - $2.92K
|
18.7K
$1.46M
|