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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-163Closed |
$15K - $17.3K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-11.5KClosed |
$1.06M - $1.22M
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.82KClosed |
$150K - $179K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
361New |
$29.8K - $35.6K
|
361
$50.3K
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-63.1KClosed |
$5.2M - $6.22M
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.06KClosed |
$87.6K - $105K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.36KClosed |
$277K - $331K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.53KClosed |
$208K - $249K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
9.24KNew |
$762K - $911K
|
9.24K
$1.29M
|
|
Q3 2020 | |||||||
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-81Closed |
$6.28K - $7.18K
|
0
$0
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-3Closed |
$232 - $266
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-274Closed |
$21.2K - $24.3K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-426Closed |
$33K - $37.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-490Closed |
$38K - $43.5K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
24KNew |
$1.86M - $2.12M
|
24K
$3.34M
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-81Closed |
$6.28K - $7.18K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-100Closed |
$7.75K - $8.87K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-99- 6.63% |
$5.62K - $7.62K
|
1.39K
$194K
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.95KClosed |
$564K - $766K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.1KClosed |
$744K - $1.01M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.84K+ 142150.0% |
$161K - $219K
|
2.85K
$397K
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-449Closed |
$25.5K - $34.6K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-887Closed |
$50.3K - $68.3K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-29Closed |
$1.64K - $2.23K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-86.1KClosed |
$4.47M - $6.83M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.7KClosed |
$192K - $293K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.09KClosed |
$160K - $245K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.2KClosed |
$1.2M - $1.84M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-413KClosed |
$21.4M - $32.8M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-371Closed |
$19.3K - $29.5K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
South State Corp
|
SELL
|
- |
-3.13KClosed |
$162K - $248K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.56KClosed |
$378K - $407K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Bogart Wealth, LLC
|
SELL
|
- |
-200Closed |
$13.6K - $14.6K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-166Closed |
$11.3K - $12.1K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
58New |
$3.95K - $4.24K
|
58
$8.08K
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-137Closed |
$9.32K - $9.95K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-700Closed |
$47.6K - $50.8K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390Closed |
$25.4K - $27.7K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-213Closed |
$13.9K - $15.1K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$77K - $83.7K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-192Closed |
$12.5K - $13.6K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-972Closed |
$54.1K - $65.2K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$358K - $476K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Sanchez Wealth Management Group
|
SELL
|
- |
-43.9KClosed |
$2.33M - $3.1M
|
0
$0
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
69.9KNew |
$4.6M - $4.94M
|
69.9K
$9.75M
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.09KClosed |
$71.8K - $77.1K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
374KNew |
$24.6M - $26.4M
|
374K
$52.1M
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-403Closed |
$26.5K - $28.5K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-361Closed |
$23.7K - $25.5K
|
0
$0
|