Latest Institutional Transactions on First Tr Large Cap Value (FTA)
This table provides information on the latest institutional transactions involving First Tr Large Cap Value (FTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$81.1 - $84.5
|
156
$13K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
250+ 1.33% |
$20.3K - $21.1K
|
19.1K
$1.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-984- 34.21% |
$79.8K - $83.2K
|
1.89K
$158K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$81.1 - $84.5
|
2.84K
$237K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-144- 0.24% |
$11.7K - $12.2K
|
60.1K
$5.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-516- 14.89% |
$41.9K - $43.6K
|
2.95K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 47.71% |
$5.92K - $6.17K
|
226
$18.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.69% |
$2.35K - $2.45K
|
4.18K
$350K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-819- 15.87% |
$66.4K - $69.2K
|
4.34K
$363K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
107+ 0.12% |
$8.68K - $9.04K
|
89.3K
$7.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60+ 2.04% |
$4.87K - $5.07K
|
3.01K
$252K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
4.06K+ 3.03% |
$329K - $343K
|
138K
$11.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-18- 0.15% |
$1.46K - $1.52K
|
11.8K
$991K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-413- 1.87% |
$33.5K - $34.9K
|
21.6K
$1.81M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 8.81% |
$118K - $127K
|
18.7K
$1.56M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-88- 2.88% |
$6.88K - $7.37K
|
2.97K
$248K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 5.23% |
$158K - $170K
|
40.7K
$3.41M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
105+ 1.16% |
$8.2K - $8.8K
|
9.13K
$764K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
274+ 16.9% |
$21.4K - $23K
|
1.9K
$159K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-399- 51.89% |
$31.2K - $33.4K
|
370
$31K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$159K - $171K
|
2.04K
$171K
|
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.3K- 30.08% |
$801K - $859K
|
23.8K
$1.99M
|
|
|
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
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-100- 1.04% |
$7.81K - $8.38K
|
9.53K
$797K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.2K- 15.2% |
$1.19M - $1.27M
|
84.9K
$7.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.46K+ 1.01% |
$270K - $290K
|
346K
$29M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.5K- 0.99% |
$1.6M - $1.72M
|
2.05M
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.05K+ 29214.29% |
$160K - $171K
|
2.05K
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.9KNew |
$539K - $578K
|
6.9K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.94K- 41.76% |
$777K - $833K
|
13.9K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 8.51% |
$1.02M - $1.09M
|
140K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.29K- 1.14% |
$179K - $192K
|
200K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-84- 1.28% |
$6.56K - $7.04K
|
6.49K
$543K
|
|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
411+ 15.42% |
$32.1K - $34.4K
|
3.08K
$257K
|
|
|
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
|
Stone X Group Inc.
|
SELL
|
- |
-604- 3.63% |
$47.2K - $50.6K
|
16K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9K+ 394.14% |
$1.16M - $1.25M
|
18.6K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
990+ 1.82% |
$77.3K - $82.9K
|
55.4K
$4.63M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.82K+ 6.99% |
$142K - $152K
|
27.8K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-227- 0.52% |
$17.7K - $19K
|
43.6K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.47KNew |
$193K - $207K
|
2.47K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.61K+ 2.32% |
$516K - $554K
|
292K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12K- 89.47% |
$165K - $177K
|
249
$20.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.76K- 8.67% |
$293K - $315K
|
39.6K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.4K+ 16.89% |
$3.86M - $4.14M
|
342K
$28.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 138.75% |
$678K - $727K
|
14.9K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10New |
$781 - $838
|
10
$837
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25K- 10.4% |
$1.95M - $2.1M
|
216K
$18M
|
|