Purchases and Sales Made in Q4 2024 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7.65K+ 15.17% |
$995K - $1.14M
|
58.1K
$8.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.87K+ 1.6% |
$893K - $1.02M
|
437K
$63.4M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.95KNew |
$254K - $291K
|
1.95K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
768+ 17.3% |
$99.9K - $115K
|
5.21K
$755K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
233+ 2.37% |
$30.3K - $34.7K
|
10K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
209New |
$27.2K - $31.2K
|
209
$30.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
200+ 4.8% |
$26K - $29.8K
|
4.36K
$633K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
117+ 9.57% |
$15.2K - $17.4K
|
1.34K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
105+ 4.49% |
$13.7K - $15.7K
|
2.44K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$7.16K - $8.2K
|
55
$7.98K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
46New |
$5.99K - $6.86K
|
46
$6.67K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28New |
$3.64K - $4.17K
|
28
$4.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.16% |
$781 - $895
|
3.83K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$130 - $149
|
2.37K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$130 - $149
|
3.53K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-82- 23.91% |
$10.7K - $12.2K
|
261
$37.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 1.83% |
$11.7K - $13.4K
|
4.82K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-106- 2.79% |
$13.8K - $15.8K
|
3.69K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-118- 2.5% |
$15.4K - $17.6K
|
4.6K
$667K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-156- 8.18% |
$20.3K - $23.3K
|
1.75K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-217- 2.79% |
$28.2K - $32.4K
|
7.57K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-266- 1.25% |
$34.6K - $39.7K
|
21K
$3.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-339- 4.98% |
$44.1K - $50.5K
|
6.47K
$938K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-455- 0.52% |
$59.2K - $67.8K
|
87.3K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-787- 26.1% |
$102K - $117K
|
2.23K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-872- 9.31% |
$113K - $130K
|
8.5K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-883- 8.32% |
$115K - $132K
|
9.74K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.94K- 51.79% |
$252K - $289K
|
1.8K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.97K- 11.5% |
$256K - $294K
|
15.2K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.21K- 11.93% |
$288K - $329K
|
16.3K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.4K- 70.49% |
$1.35M - $1.54M
|
4.34K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.1K- 99.91% |
$1.44M - $1.65M
|
10
$1.45K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-14.9K- 16.37% |
$1.93M - $2.22M
|
75.9K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.4K- 11.76% |
$2.4M - $2.74M
|
138K
$20M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-518K- 99.24% |
$67.4M - $77.2M
|
3.98K
$577K
|