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 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
770+ 2.59% |
$60.2K - $64.5K
|
30.5K
$2.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
173+ 5.6% |
$13.5K - $14.5K
|
3.26K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
27+ 0.49% |
$2.11K - $2.26K
|
5.57K
$466K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11+ 0.15% |
$859 - $922
|
7.45K
$623K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.73K+ 77.22% |
$526K - $564K
|
15.4K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
640+ 14.88% |
$50K - $53.6K
|
4.94K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5- 0.16% |
$391 - $419
|
3.18K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.77K- 2.11% |
$685K - $735K
|
407K
$34M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.45K- 2.94% |
$192K - $206K
|
81K
$6.77M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-500- 7.99% |
$39.1K - $41.9K
|
5.76K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.3K- 26.97% |
$1.98M - $2.12M
|
68.5K
$5.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.29% |
$234 - $251
|
1.04K
$87K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-809- 23.02% |
$63.2K - $67.8K
|
2.71K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.02K+ 8.65% |
$79.3K - $85K
|
12.7K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-468- 4.81% |
$36.6K - $39.2K
|
9.27K
$775K
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
301New |
$23.5K - $25.2K
|
301
$25.2K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23KNew |
$1.8M - $1.93M
|
23K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.23K- 23.0% |
$174K - $187K
|
7.47K
$625K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-830- 5.56% |
$64.8K - $69.5K
|
14.1K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-439- 2.94% |
$34.3K - $36.8K
|
14.5K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86+ 3.01% |
$6.72K - $7.21K
|
2.95K
$247K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.1K- 4.47% |
$242K - $260K
|
66.3K
$5.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-406- 4.33% |
$31.7K - $34K
|
8.98K
$751K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.47KNew |
$271K - $290K
|
3.47K
$290K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.29K- 3.77% |
$179K - $192K
|
58.5K
$4.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
689+ 3.23% |
$53.8K - $57.7K
|
22.1K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
574New |
$44.8K - $48.1K
|
574
$48K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-23- 1.42% |
$1.8K - $1.93K
|
1.6K
$134K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.4KNew |
$188K - $201K
|
2.4K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.16K+ 3.91% |
$247K - $264K
|
83.9K
$7.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
537+ 1.37% |
$42K - $45K
|
39.6K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 0.65% |
$78.1K - $83.8K
|
154K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
435+ 11.53% |
$34K - $36.4K
|
4.21K
$352K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
133+ 0.35% |
$10.4K - $11.1K
|
38.3K
$3.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-98- 0.94% |
$7.66K - $8.21K
|
10.4K
$868K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
124+ 2.14% |
$9.69K - $10.4K
|
5.91K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-703- 1.15% |
$54.9K - $58.9K
|
60.2K
$5.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11+ 0.06% |
$859 - $922
|
18.9K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
258+ 2.63% |
$20.2K - $21.6K
|
10.1K
$843K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.04% |
$78.1 - $83.8
|
2.52K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.13K- 2.33% |
$166K - $178K
|
89.1K
$7.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-82- 1.8% |
$6.41K - $6.87K
|
4.47K
$374K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
573+ 12.4% |
$44.8K - $48K
|
5.19K
$434K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$78.1 - $83.8
|
155
$13K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-866- 2.45% |
$67.7K - $72.6K
|
34.5K
$2.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-168- 3.15% |
$13.1K - $14.1K
|
5.16K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 42.56% |
$14.3K - $15.3K
|
613
$51.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
48+ 0.86% |
$3.75K - $4.02K
|
5.62K
$470K
|
|