Purchases and Sales Made in Q3 2025 in First Tr Large Cap Value (FTA)
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 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-100- 1.04% |
$7.81K - $8.38K
|
9.53K
$797K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-118- 3.12% |
$9.22K - $9.89K
|
3.66K
$306K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-168- 3.15% |
$13.1K - $14.1K
|
5.16K
$432K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 13.03% |
$14.1K - $15.1K
|
1.2K
$100K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-206- 1.53% |
$16.1K - $17.3K
|
13.2K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-221- 2.5% |
$17.3K - $18.5K
|
8.61K
$720K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-227- 0.52% |
$17.7K - $19K
|
43.6K
$3.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-245- 3.16% |
$19.1K - $20.5K
|
7.5K
$627K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-268- 0.47% |
$20.9K - $22.5K
|
56.2K
$4.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-284- 1.2% |
$22.2K - $23.8K
|
23.4K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-337- 2.25% |
$26.3K - $28.2K
|
14.7K
$1.23M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-359- 2.05% |
$28K - $30.1K
|
17.1K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-396- 3.8% |
$30.9K - $33.2K
|
10K
$838K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-399- 51.89% |
$31.2K - $33.4K
|
370
$31K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-406- 4.33% |
$31.7K - $34K
|
8.98K
$751K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-439- 2.94% |
$34.3K - $36.8K
|
14.5K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-468- 4.81% |
$36.6K - $39.2K
|
9.27K
$775K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-498- 1.69% |
$38.9K - $41.7K
|
29K
$2.43M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-500- 7.99% |
$39.1K - $41.9K
|
5.76K
$482K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-545- 9.71% |
$42.6K - $45.7K
|
5.07K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-604- 3.63% |
$47.2K - $50.6K
|
16K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-626- 4.27% |
$48.9K - $52.4K
|
14K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-697- 3.31% |
$54.5K - $58.4K
|
20.4K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-703- 1.15% |
$54.9K - $58.9K
|
60.2K
$5.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-741- 20.49% |
$57.9K - $62.1K
|
2.88K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-748- 14.62% |
$58.4K - $62.7K
|
4.37K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-759- 9.18% |
$59.3K - $63.6K
|
7.51K
$628K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-786- 1.84% |
$61.4K - $65.9K
|
42K
$3.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-809- 23.02% |
$63.2K - $67.8K
|
2.71K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-830- 5.56% |
$64.8K - $69.5K
|
14.1K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-848- 3.53% |
$66.3K - $71K
|
23.2K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-866- 2.45% |
$67.7K - $72.6K
|
34.5K
$2.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.05K- 8.1% |
$81.7K - $87.6K
|
11.9K
$993K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 4.58% |
$83.2K - $89.2K
|
22.2K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.13K- 15.97% |
$88.4K - $94.8K
|
5.96K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12K- 89.47% |
$165K - $177K
|
249
$20.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.13K- 2.33% |
$166K - $178K
|
89.1K
$7.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.17K- 10.58% |
$169K - $182K
|
18.3K
$1.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.23K- 23.0% |
$174K - $187K
|
7.47K
$625K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.29K- 1.14% |
$179K - $192K
|
200K
$16.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.29K- 3.77% |
$179K - $192K
|
58.5K
$4.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.45K- 2.94% |
$192K - $206K
|
81K
$6.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.71K- 65.71% |
$212K - $227K
|
1.42K
$118K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.1K- 4.47% |
$242K - $260K
|
66.3K
$5.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-3.58K- 21.65% |
$279K - $300K
|
12.9K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.59K- 43.81% |
$280K - $300K
|
4.6K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.76K- 8.67% |
$293K - $315K
|
39.6K
$3.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.36K- 2.18% |
$341K - $365K
|
195K
$16.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.56K- 0.47% |
$356K - $382K
|
969K
$81.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.8K- 3.28% |
$531K - $570K
|
200K
$16.8M
|
|