Purchases and Sales Made in Q4 2025 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.71K+ 187.0% |
$788K - $821K
|
14.9K
$1.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
4.06K+ 3.03% |
$329K - $343K
|
138K
$11.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
2.81K+ 2.03% |
$228K - $238K
|
141K
$11.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
2.4K+ 0.25% |
$194K - $202K
|
972K
$81.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.26K+ 3.3% |
$183K - $191K
|
70.7K
$5.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.55KNew |
$126K - $131K
|
1.55K
$129K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.28K+ 3.22% |
$103K - $108K
|
40.9K
$3.42M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
417+ 2.24% |
$33.8K - $35.2K
|
19.1K
$1.59M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
321+ 3.58% |
$26K - $27.1K
|
9.3K
$778K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 6.48% |
$26K - $27K
|
5.26K
$440K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
250+ 1.33% |
$20.3K - $21.1K
|
19.1K
$1.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
107+ 0.12% |
$8.68K - $9.04K
|
89.3K
$7.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
81+ 84.38% |
$6.57K - $6.85K
|
177
$14.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 47.71% |
$5.92K - $6.17K
|
226
$18.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60+ 2.04% |
$4.87K - $5.07K
|
3.01K
$252K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19New |
$1.54K - $1.61K
|
19
$1.59K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.12% |
$1.38K - $1.44K
|
14.1K
$1.18M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.61% |
$1.38K - $1.44K
|
2.82K
$236K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
9+ 0.16% |
$730 - $761
|
5.63K
$471K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$81.1 - $84.5
|
156
$13K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$81.1 - $84.5
|
2.84K
$237K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 0.21% |
$649 - $676
|
3.77K
$316K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-18- 0.15% |
$1.46K - $1.52K
|
11.8K
$991K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.69% |
$2.35K - $2.45K
|
4.18K
$350K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 15.66% |
$3.16K - $3.3K
|
210
$17.6K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
SELL
|
- |
-59- 2.94% |
$4.79K - $4.99K
|
1.95K
$163K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-144- 0.24% |
$11.7K - $12.2K
|
60.1K
$5.03M
|
|
|
Jan 28, 2026
Q4 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-300- 10.71% |
$24.3K - $25.4K
|
2.5K
$209K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-413- 1.87% |
$33.5K - $34.9K
|
21.6K
$1.81M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-477- 1.25% |
$38.7K - $40.3K
|
37.8K
$3.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-516- 14.89% |
$41.9K - $43.6K
|
2.95K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-819- 15.87% |
$66.4K - $69.2K
|
4.34K
$363K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-984- 34.21% |
$79.8K - $83.2K
|
1.89K
$158K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-1.06K- 12.29% |
$85.8K - $89.4K
|
7.55K
$632K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 2.86% |
$101K - $105K
|
42.3K
$3.54M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.38K- 9.78% |
$112K - $116K
|
12.7K
$1.06M
|
|
|
Jan 26, 2026
Q4 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.83K- 8.2% |
$230K - $239K
|
31.7K
$2.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-3.7K- 28.61% |
$300K - $313K
|
9.24K
$773K
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.9K- 48.32% |
$397K - $414K
|
5.24K
$438K
|
|