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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
130+ 2.81% |
$14.7K - $16.1K
|
4.76K
$670K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.26K+ 4.6% |
$142K - $155K
|
28.6K
$4.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.17K- 11.66% |
$586K - $640K
|
39.1K
$5.5M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
443+ 4.97% |
$50.2K - $54.9K
|
9.36K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-243- 2.97% |
$27.6K - $30.1K
|
7.94K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
443+ 4.81% |
$50.2K - $54.9K
|
9.66K
$1.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
688New |
$78K - $85.2K
|
688
$96.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
50+ 16.78% |
$5.67K - $6.19K
|
348
$48.9K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.6K+ 6.51% |
$701K - $818K
|
108K
$15.2M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.48K- 31.4% |
$582K - $679K
|
12K
$1.68M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
189+ 0.84% |
$20.1K - $23.4K
|
22.7K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 45.93% |
$374K - $436K
|
4.14K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 283.02% |
$127K - $149K
|
1.62K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.33K+ 93.54% |
$460K - $537K
|
8.96K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.96K+ 150.09% |
$739K - $862K
|
11.6K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.63K+ 58.98% |
$492K - $574K
|
12.5K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-19.8K- 37.31% |
$2.1M - $2.45M
|
33.2K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.21KNew |
$128K - $150K
|
1.21K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$177K - $207K
|
1.67K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
259New |
$27.5K - $32.1K
|
259
$36.4K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-168- 6.9% |
$17.8K - $20.8K
|
2.27K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 2.27% |
$130K - $152K
|
55.1K
$7.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 78.24% |
$1.54M - $1.8M
|
33.1K
$4.66M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34New |
$3.61K - $4.21K
|
34
$4.78K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
101New |
$10.7K - $12.5K
|
101
$14.2K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
315+ 13.51% |
$33.4K - $39K
|
2.65K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-699- 4.53% |
$74.2K - $86.6K
|
14.7K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.05% |
$106 - $124
|
1.92K
$270K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
343New |
$36.4K - $42.5K
|
343
$48.2K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-494- 15.58% |
$52.5K - $61.2K
|
2.68K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-300- 14.57% |
$31.9K - $37.2K
|
1.76K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-36- 1.81% |
$3.82K - $4.46K
|
1.95K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-123- 20.43% |
$13.1K - $15.2K
|
479
$67.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
14+ 0.6% |
$1.49K - $1.74K
|
2.33K
$328K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 25.0% |
$10.6K - $12.4K
|
500
$70.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19New |
$2.02K - $2.35K
|
19
$2.67K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-49- 0.45% |
$5.2K - $6.07K
|
10.8K
$1.52M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
387+ 537.5% |
$35.4K - $42.6K
|
459
$64.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.87KNew |
$171K - $206K
|
1.87K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-942- 32.16% |
$86.2K - $104K
|
1.99K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.64KNew |
$608K - $730K
|
6.64K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.07KNew |
$190K - $228K
|
2.07K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.74K+ 20433.33% |
$617K - $742K
|
6.78K
$953K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-45- 16.54% |
$4.12K - $4.95K
|
227
$31.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.11KNew |
$101K - $122K
|
1.11K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
688+ 1859.46% |
$63K - $75.7K
|
725
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45KNew |
$133K - $160K
|
1.45K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.85KNew |
$169K - $204K
|
1.85K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2KNew |
$183K - $220K
|
2K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2KNew |
$183K - $220K
|
2K
$281K
|
|