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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.15K+ 25.16% |
$244K - $266K
|
10.7K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31K+ 160.98% |
$3.52M - $3.84M
|
50.3K
$7.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-251- 39.16% |
$28.5K - $31.1K
|
390
$57.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
699New |
$79.3K - $86.6K
|
699
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370+ 128.47% |
$42K - $45.8K
|
658
$96.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 85.8% |
$164K - $180K
|
240
$35.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.2KNew |
$136K - $149K
|
1.2K
$177K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-397- 41.44% |
$45K - $49.2K
|
561
$82.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.26K- 15.74% |
$256K - $280K
|
12.1K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.98KNew |
$338K - $369K
|
2.98K
$439K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-664- 2.98% |
$75.3K - $82.2K
|
21.6K
$3.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.91K- 21.96% |
$443K - $484K
|
13.9K
$2.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-44- 1.06% |
$4.99K - $5.45K
|
4.12K
$607K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.66KNew |
$983K - $1.07M
|
8.66K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-606- 1.61% |
$68.7K - $75.1K
|
37.1K
$5.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 0.89% |
$1.93K - $2.11K
|
1.9K
$279K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
443+ 4.97% |
$50.2K - $54.9K
|
9.36K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
443+ 4.81% |
$50.2K - $54.9K
|
9.66K
$1.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
688New |
$78K - $85.2K
|
688
$101K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
50+ 16.78% |
$5.67K - $6.19K
|
348
$51.3K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.48K- 31.4% |
$582K - $679K
|
12K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-19.8K- 37.31% |
$2.1M - $2.45M
|
33.2K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.21KNew |
$128K - $150K
|
1.21K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$177K - $207K
|
1.67K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
259New |
$27.5K - $32.1K
|
259
$38.1K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-168- 6.9% |
$17.8K - $20.8K
|
2.27K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 2.27% |
$130K - $152K
|
55.1K
$8.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 78.24% |
$1.54M - $1.8M
|
33.1K
$4.88M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
101New |
$10.7K - $12.5K
|
101
$14.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34New |
$3.61K - $4.21K
|
34
$5.01K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
315+ 13.51% |
$33.4K - $39K
|
2.65K
$390K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-699- 4.53% |
$74.2K - $86.6K
|
14.7K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.05% |
$106 - $124
|
1.92K
$283K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
343New |
$36.4K - $42.5K
|
343
$50.5K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-494- 15.58% |
$52.5K - $61.2K
|
2.68K
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-300- 14.57% |
$31.9K - $37.2K
|
1.76K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-36- 1.81% |
$3.82K - $4.46K
|
1.95K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-123- 20.43% |
$13.1K - $15.2K
|
479
$70.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
14+ 0.6% |
$1.49K - $1.74K
|
2.33K
$343K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 25.0% |
$10.6K - $12.4K
|
500
$73.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19New |
$2.02K - $2.35K
|
19
$2.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-49- 0.45% |
$5.2K - $6.07K
|
10.8K
$1.59M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
387+ 537.5% |
$35.4K - $42.6K
|
459
$67.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.87KNew |
$171K - $206K
|
1.87K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-942- 32.16% |
$86.2K - $104K
|
1.99K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.64KNew |
$608K - $730K
|
6.64K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.07KNew |
$190K - $228K
|
2.07K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.74K+ 20433.33% |
$617K - $742K
|
6.78K
$998K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-45- 16.54% |
$4.12K - $4.95K
|
227
$33.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.11KNew |
$101K - $122K
|
1.11K
$163K
|
|