Purchases and Sales Made in Q3 2024 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR LGE CAP GROWTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.75% |
$12.7K - $14.5K
|
6.39K
$837K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
87New |
$10K - $11.4K
|
87
$11.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
77+ 1.63% |
$8.89K - $10.1K
|
4.8K
$629K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 1.51% |
$6.7K - $7.62K
|
3.9K
$510K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
57+ 0.27% |
$6.58K - $7.49K
|
21.3K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
56+ 2.45% |
$6.47K - $7.36K
|
2.34K
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47+ 1.01% |
$5.43K - $6.18K
|
4.72K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
37+ 1.24% |
$4.27K - $4.86K
|
3.02K
$395K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25+ 0.24% |
$2.89K - $3.29K
|
10.7K
$1.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25+ 0.78% |
$2.89K - $3.29K
|
3.22K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12+ 0.22% |
$1.39K - $1.58K
|
5.46K
$715K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12+ 0.22% |
$1.39K - $1.58K
|
5.46K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6+ 0.05% |
$693 - $789
|
11.9K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.05% |
$578 - $657
|
9.28K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$347 - $394
|
2.29K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.06% |
$231 - $263
|
3.47K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$116 - $131
|
11.1K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.06% |
$116 - $131
|
1.7K
$223K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.27% |
$116 - $131
|
370
$48.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$116 - $131
|
1.83K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$116 - $131
|
3.53K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$116 - $131
|
2.37K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-1- 0.03% |
$116 - $131
|
3.04K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 66.67% |
$1.39K - $1.58K
|
6
$786
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17- 0.63% |
$1.96K - $2.23K
|
2.67K
$349K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-32- 0.09% |
$3.7K - $4.21K
|
37.1K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33- 0.72% |
$3.81K - $4.34K
|
4.53K
$593K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-39- 1.01% |
$4.5K - $5.13K
|
3.82K
$501K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49- 1.8% |
$5.66K - $6.44K
|
2.67K
$349K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-53- 8.05% |
$6.12K - $6.97K
|
605
$79.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-59- 0.75% |
$6.82K - $7.76K
|
7.79K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-59- 0.54% |
$6.82K - $7.76K
|
10.8K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-62- 0.66% |
$7.16K - $8.15K
|
9.37K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 0.81% |
$8.2K - $9.33K
|
8.68K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-72- 5.56% |
$8.32K - $9.46K
|
1.22K
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-84- 1.94% |
$9.7K - $11K
|
4.25K
$556K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-97- 1.09% |
$11.2K - $12.8K
|
8.79K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-97- 5.91% |
$11.2K - $12.8K
|
1.54K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-107- 0.79% |
$12.4K - $14.1K
|
13.5K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-107- 0.49% |
$12.4K - $14.1K
|
21.9K
$2.87M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-193- 15.13% |
$22.3K - $25.4K
|
1.08K
$142K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-197- 2.21% |
$22.8K - $25.9K
|
8.73K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-207- 1.91% |
$23.9K - $27.2K
|
10.6K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-213- 5.39% |
$24.6K - $28K
|
3.74K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-236- 6.95% |
$27.3K - $31K
|
3.16K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-238- 1.9% |
$27.5K - $31.3K
|
12.3K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-249- 6.15% |
$28.8K - $32.7K
|
3.8K
$498K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-255- 3.49% |
$29.5K - $33.5K
|
7.06K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-276- 0.71% |
$31.9K - $36.3K
|
38.9K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 1.23% |
$32.8K - $37.3K
|
22.8K
$2.98M
|