Purchases and Sales Made in Q3 2025 in First Tr Large Cap Value (FTA)

FTA Quotes by TradingView

This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 05, 2025 Q3 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
173
+ 5.6%
$13.5K - $14.5K
3.26K $273K
Nov 05, 2025 Q3 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
147
New
$11.5K - $12.3K
147 $12.3K
Nov 12, 2025 Q3 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
147
+ 3.76%
$11.5K - $12.3K
4.06K $339K
Nov 05, 2025 Q3 2025
Moloney Securities Asset Management, LLC

BUY
 -
139
+ 5.42%
$10.9K - $11.6K
2.7K $226K
Oct 22, 2025 Q3 2025
D.A. Davidson & Co.

BUY
 -
133
+ 0.35%
$10.4K - $11.1K
38.3K $3.2M
Nov 13, 2025 Q3 2025
Wealthspire Advisors, LLC

New York, NY
BUY
 -
131
New
$10.2K - $11K
131 $11K
Oct 22, 2025 Q3 2025
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
124
+ 2.14%
$9.69K - $10.4K
5.91K $494K
Dec 02, 2025 Q3 2025
Allworth Financial LP

BUY
 -
105
+ 1.16%
$8.2K - $8.8K
9.13K $764K
Oct 10, 2025 Q3 2025
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
92
+ 2.49%
$7.19K - $7.71K
3.78K $316K
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
86
+ 3.01%
$6.72K - $7.21K
2.95K $247K
Nov 13, 2025 Q3 2025
Newbridge Financial Services Group, Inc.

BUY
 -
82
+ 3.04%
$6.41K - $6.87K
2.78K $232K
Nov 14, 2025 Q3 2025
Great Valley Advisor Group, Inc.

BUY
 -
79
+ 0.7%
$6.17K - $6.62K
11.4K $954K
Nov 14, 2025 Q3 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
78
+ 0.42%
$6.09K - $6.53K
18.7K $1.56M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
60
+ 4.02%
$4.69K - $5.03K
1.55K $130K
Nov 13, 2025 Q3 2025
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
52
+ 0.31%
$4.06K - $4.36K
16.9K $1.42M
Oct 15, 2025 Q3 2025
Independent Wealth Network Inc.

BUY
 -
48
+ 0.86%
$3.75K - $4.02K
5.62K $470K
Nov 07, 2025 Q3 2025
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
28
+ 0.48%
$2.19K - $2.35K
5.81K $486K
Nov 05, 2025 Q3 2025
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
27
+ 0.49%
$2.11K - $2.26K
5.57K $466K
Nov 07, 2025 Q3 2025
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
18
+ 0.1%
$1.41K - $1.51K
17.2K $1.44M
Nov 12, 2025 Q3 2025
First Trust Advisors LP

Wheaton, IL
BUY
 -
17
+ 0.12%
$1.33K - $1.42K
14.3K $1.2M
Nov 12, 2025 Q3 2025
Aprio Wealth Management, LLC

BUY
 -
13
+ 0.47%
$1.02K - $1.09K
2.81K $235K
Oct 21, 2025 Q3 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
11
+ 0.06%
$859 - $922
18.9K $1.58M
Nov 10, 2025 Q3 2025
Empirical Asset Management, LLC

BUY
 -
11
+ 0.43%
$859 - $922
2.57K $215K
Nov 04, 2025 Q3 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
11
+ 0.15%
$859 - $922
7.45K $623K
Nov 14, 2025 Q3 2025
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
10
New
$781 - $838
10 $837
Nov 14, 2025 Q3 2025
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
6
+ 0.19%
$469 - $503
3.11K $260K
Nov 12, 2025 Q3 2025
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
6
+ 0.21%
$469 - $503
2.86K $239K
Nov 10, 2025 Q3 2025
Koshinski Asset Management, Inc.

BUY
 -
5
+ 0.17%
$391 - $419
3.01K $252K
Nov 12, 2025 Q3 2025
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
5
+ 0.09%
$391 - $419
5.64K $472K
Nov 03, 2025 Q3 2025
Gps Wealth Strategies Group, LLC

BUY
 -
3
+ 0.29%
$234 - $251
1.04K $87K
Nov 06, 2025 Q3 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2
+ 0.03%
$156 - $168
6.97K $583K
Nov 12, 2025 Q3 2025
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2
+ 0.08%
$156 - $168
2.65K $222K
Oct 16, 2025 Q3 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1
+ 0.65%
$78.1 - $83.8
155 $13K
Oct 20, 2025 Q3 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
1
+ 0.04%
$78.1 - $83.8
2.52K $211K
Oct 10, 2025 Q3 2025
Sound Income Strategies, LLC

BUY
 -
0
New
$0 - $0
0 $0
Nov 04, 2025 Q3 2025
J.W. Cole Advisors, Inc.

SELL
 -
-5
- 0.16%
$391 - $419
3.18K $266K
Nov 18, 2025 Q3 2025
Tcfg Wealth Management, LLC

Laguna Niguel, CA
SELL
 -
-12
- 0.09%
$938 - $1.01K
14K $1.17M
Nov 14, 2025 Q3 2025
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-20
- 0.13%
$1.56K - $1.68K
15K $1.25M
Nov 14, 2025 Q3 2025
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-22
- 0.32%
$1.72K - $1.84K
6.96K $582K
Nov 13, 2025 Q3 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-22
- 3.19%
$1.72K - $1.84K
668 $55.9K
Oct 23, 2025 Q3 2025
Spire Wealth Management

SELL
 -
-23
- 1.42%
$1.8K - $1.93K
1.6K $134K
Nov 12, 2025 Q3 2025
Brinker Capital Investments, LLC

SELL
 -
-62
- 0.26%
$4.84K - $5.19K
23.5K $1.96M
Oct 16, 2025 Q3 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-82
- 1.8%
$6.41K - $6.87K
4.47K $374K
Nov 14, 2025 Q3 2025
Clearwater Capital Advisors, LLC

SELL
 -
-84
- 1.28%
$6.56K - $7.04K
6.49K $543K
Nov 12, 2025 Q3 2025
Sequent Planning LLC

Omaha, NE
SELL
 -
-87
- 2.97%
$6.8K - $7.29K
2.85K $238K
Nov 13, 2025 Q3 2025
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-87
- 0.28%
$6.8K - $7.29K
30.9K $2.59M
Jan 06, 2026 Q3 2025
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-88
- 2.88%
$6.88K - $7.37K
2.97K $248K
Nov 07, 2025 Q3 2025
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-96
- 2.7%
$7.5K - $8.04K
3.47K $290K
Oct 22, 2025 Q3 2025
Keystone Wealth Services, LLC

SELL
 -
-98
- 0.94%
$7.66K - $8.21K
10.4K $868K

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