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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.72KNew |
$129K - $143K
|
1.72K
$129K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
12+ 0.25% |
$903 - $1K
|
4.9K
$367K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-217- 2.96% |
$16.3K - $18.1K
|
7.12K
$533K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23New |
$1.73K - $1.92K
|
23
$1.72K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.58KNew |
$419K - $466K
|
5.58K
$417K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-576- 4.63% |
$43.3K - $48.1K
|
11.9K
$887K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.72KNew |
$505K - $561K
|
6.72K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
132K+ 15.06% |
$9.94M - $11M
|
1.01M
$75.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-837- 7.58% |
$63K - $69.9K
|
10.2K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.91K+ 1.47% |
$219K - $243K
|
200K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.16K- 63.07% |
$689K - $765K
|
5.36K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
8.01KNew |
$602K - $669K
|
8.01K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-971- 0.33% |
$73K - $81.1K
|
296K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20.8K- 22.68% |
$1.57M - $1.74M
|
71K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$991K - $1.1M
|
13.2K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.38% |
$1.13K - $1.25K
|
3.96K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5K+ 197.41% |
$3.05M - $3.38M
|
61K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
247K+ 457.58% |
$18.6M - $20.6M
|
301K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.1K+ 48.66% |
$4.37M - $4.85M
|
177K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.31K- 4.5% |
$249K - $276K
|
70.3K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.31KNew |
$474K - $527K
|
6.31K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.81K+ 7.37% |
$211K - $235K
|
40.9K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.33KNew |
$175K - $195K
|
2.33K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
714New |
$53.7K - $59.6K
|
714
$53.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-302- 9.62% |
$22.7K - $25.2K
|
2.84K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
211New |
$15.9K - $17.6K
|
211
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4K+ 99.98% |
$1.08M - $1.2M
|
28.7K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 60.9% |
$1.16M - $1.29M
|
9.94K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.32K- 31.5% |
$99.1K - $110K
|
2.86K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.13K+ 0.41% |
$85.1K - $94.4K
|
279K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
169+ 1.83% |
$12.7K - $14.1K
|
9.4K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 5.83% |
$9.03M - $10M
|
2.18M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.39K- 20.94% |
$179K - $199K
|
9.01K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-708- 19.05% |
$53.2K - $59.1K
|
3.01K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 80.22% |
$832K - $924K
|
2.73K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.83K+ 21.25% |
$138K - $153K
|
10.5K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.72K- 22.4% |
$129K - $143K
|
5.94K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.1K- 22.54% |
$837K - $930K
|
38.3K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
8+ 0.16% |
$602 - $668
|
5.01K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.51KNew |
$415K - $460K
|
5.51K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.4K- 14.12% |
$1.16M - $1.29M
|
93.6K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31+ 11.48% |
$2.33K - $2.59K
|
301
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
473+ 3.07% |
$35.6K - $39.5K
|
15.9K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.6KNew |
$1.33M - $1.47M
|
17.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.2K+ 423.11% |
$1.97M - $2.19M
|
32.4K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.74K- 0.6% |
$131K - $145K
|
290K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-39- 1.39% |
$2.93K - $3.26K
|
2.76K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
80New |
$6.02K - $6.68K
|
80
$5.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.97K+ 3.55% |
$148K - $165K
|
57.6K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$75.2 - $83.5
|
5.67K
$425K
|