Latest Institutional Transactions on First Tr Lge Cap Growth (FTC)
This table provides information on the latest institutional transactions involving First Tr Lge Cap Growth (FTC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-310- 11.55% |
$39.6K - $46.2K
|
2.37K
$362K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-100- 4.41% |
$12.8K - $14.9K
|
2.17K
$331K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.6K- 26.7% |
$1.61M - $1.88M
|
34.6K
$5.29M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.23K- 4.26% |
$413K - $481K
|
72.7K
$11.1M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
231+ 7.43% |
$29.5K - $34.4K
|
3.34K
$510K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
333+ 13.18% |
$42.6K - $49.6K
|
2.86K
$437K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.86K- 13.51% |
$365K - $426K
|
18.3K
$2.79M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-102- 1.58% |
$13K - $15.2K
|
6.36K
$972K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-22- 0.61% |
$2.81K - $3.28K
|
3.61K
$552K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.2K- 13.21% |
$2.33M - $2.72M
|
120K
$18.3M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.82KNew |
$233K - $271K
|
1.82K
$278K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.22K- 8.06% |
$156K - $182K
|
13.9K
$2.13M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
933+ 21.98% |
$119K - $139K
|
5.18K
$790K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.02% |
$256 - $298
|
10.6K
$1.61M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 9.42% |
$197K - $229K
|
14.8K
$2.26M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
860+ 35.19% |
$110K - $128K
|
3.3K
$504K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.02% |
$256 - $298
|
9.29K
$1.42M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-103- 2.37% |
$13.2K - $15.3K
|
4.24K
$647K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46K+ 15.34% |
$443K - $516K
|
26K
$3.98M
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-97- 2.5% |
$12.4K - $14.4K
|
3.79K
$578K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
284New |
$36.3K - $42.3K
|
284
$43.4K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-337- 9.12% |
$43.1K - $50.2K
|
3.36K
$513K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.62% |
$2.17K - $2.53K
|
2.77K
$423K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.65K- 10.0% |
$594K - $692K
|
41.8K
$6.38M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
16+ 0.88% |
$2.05K - $2.38K
|
1.83K
$279K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41- 0.89% |
$5.24K - $6.1K
|
4.56K
$696K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.71K+ 71.7% |
$218K - $254K
|
4.08K
$623K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61K+ 16.54% |
$206K - $240K
|
11.3K
$1.73M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-309- 7.77% |
$39.5K - $46K
|
3.67K
$560K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-250- 2.41% |
$32K - $37.2K
|
10.1K
$1.55M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-300- 15.35% |
$38.4K - $44.7K
|
1.65K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.9K- 35.24% |
$1.64M - $1.92M
|
23.6K
$3.61M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
112K+ 95.07% |
$14.3M - $16.7M
|
230K
$35.1M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-53- 1.98% |
$6.78K - $7.89K
|
2.62K
$401K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$128 - $149
|
2.96K
$452K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7- 0.08% |
$895 - $1.04K
|
8.73K
$1.33M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.8K- 50.0% |
$230K - $268K
|
1.8K
$275K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-365- 6.87% |
$46.7K - $54.3K
|
4.95K
$755K
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
22.8KNew |
$2.91M - $3.39M
|
22.8K
$3.48M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.26K- 10.73% |
$288K - $336K
|
18.8K
$2.87M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.78KNew |
$228K - $265K
|
1.78K
$272K
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1- 0.07% |
$128 - $149
|
1.34K
$204K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$128 - $149
|
2.85K
$436K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
174New |
$22.2K - $25.9K
|
174
$26.6K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 38.31% |
$12.8K - $14.9K
|
161
$24.6K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-42.4K- 99.24% |
$5.42M - $6.31M
|
325
$49.6K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15.4KNew |
$1.97M - $2.29M
|
15.4K
$2.35M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-219- 12.14% |
$28K - $32.6K
|
1.59K
$242K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.37K- 23.28% |
$829K - $949K
|
21K
$3.2M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
960New |
$125K - $143K
|
960
$147K
|