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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-130- 1.65% |
$9.46K - $10.3K
|
7.73K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-530- 1.97% |
$38.6K - $41.9K
|
26.4K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.25% |
$1.38K - $1.5K
|
7.61K
$604K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 3.92% |
$29K - $31.6K
|
9.78K
$776K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
422+ 0.81% |
$30.7K - $33.4K
|
52.6K
$4.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.21K- 0.77% |
$452K - $492K
|
797K
$63.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.82K- 34.41% |
$133K - $144K
|
3.48K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-62- 0.51% |
$4.51K - $4.91K
|
12K
$955K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.56% |
$218 - $237
|
542
$43K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.64K+ 2.86% |
$265K - $288K
|
131K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.59K- 43.04% |
$188K - $205K
|
3.42K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.5K+ 10.03% |
$328K - $356K
|
49.4K
$3.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.87K+ 27.61% |
$136K - $148K
|
8.62K
$684K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$2.33K - $2.53K
|
6.18K
$490K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-241- 0.04% |
$17.5K - $19.1K
|
545K
$43.3M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-837- 14.06% |
$60.9K - $66.2K
|
5.12K
$406K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-451- 5.45% |
$32.8K - $35.7K
|
7.83K
$621K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-855- 15.23% |
$62.2K - $67.7K
|
4.76K
$378K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.56KNew |
$332K - $361K
|
4.56K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$116K - $126K
|
1.59K
$127K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
471+ 8.6% |
$34.3K - $37.3K
|
5.95K
$472K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.51K+ 100.37% |
$255K - $278K
|
7.01K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 4.46% |
$119K - $130K
|
35.2K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 33.73% |
$99.7K - $108K
|
5.43K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 7.01% |
$176K - $191K
|
36.8K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 10.66% |
$938K - $1.02M
|
134K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-591- 4.11% |
$43K - $46.8K
|
13.8K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
42+ 0.58% |
$3.06K - $3.32K
|
7.34K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
523+ 13.04% |
$38.1K - $41.4K
|
4.53K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.57K- 3.72% |
$114K - $124K
|
40.6K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 8.77% |
$107K - $117K
|
18.3K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-227- 5.87% |
$16.5K - $18K
|
3.64K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11K- 7.08% |
$80.5K - $87.5K
|
14.5K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.56K- 40.04% |
$477K - $519K
|
9.82K
$780K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.43K- 11.89% |
$104K - $113K
|
10.6K
$840K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.4K- 22.86% |
$2.57M - $2.8M
|
119K
$9.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-276- 12.08% |
$20.1K - $21.8K
|
2.01K
$159K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 12.72% |
$77.1K - $83.8K
|
7.27K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 7.0% |
$509 - $554
|
93
$7.38K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 10.44% |
$33K - $35.9K
|
4.8K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-293- 5.98% |
$21.3K - $23.2K
|
4.61K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 0.59% |
$5.82K - $6.33K
|
13.7K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
393+ 1.1% |
$28.6K - $31.1K
|
36K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 0.28% |
$1.96K - $2.14K
|
9.5K
$754K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12- 0.06% |
$873 - $950
|
18.5K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.13K- 4.27% |
$664K - $722K
|
205K
$16.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$198K - $215K
|
2.72K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.5K- 9.65% |
$1.78M - $1.94M
|
229K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.6K- 1.38% |
$189K - $205K
|
185K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
172+ 0.12% |
$12.5K - $13.6K
|
148K
$11.7M
|