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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 4.02% |
$4.69K - $5.03K
|
1.55K
$130K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 13.03% |
$14.1K - $15.1K
|
1.2K
$100K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-118- 3.12% |
$9.22K - $9.89K
|
3.66K
$306K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 2.49% |
$7.19K - $7.71K
|
3.78K
$316K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.88KNew |
$225K - $242K
|
2.88K
$241K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-741- 20.49% |
$57.9K - $62.1K
|
2.88K
$241K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 3.88% |
$726K - $851K
|
268K
$22.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.13KNew |
$75.6K - $88.5K
|
1.13K
$94.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$67.1 - $78.6
|
7.01K
$586K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 3.54% |
$738 - $865
|
300
$25.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.73K+ 121.1% |
$250K - $293K
|
6.8K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-106- 3.67% |
$7.11K - $8.33K
|
2.78K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
265New |
$17.8K - $20.8K
|
265
$22.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
389+ 12.7% |
$26.1K - $30.6K
|
3.45K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6+ 0.12% |
$403 - $472
|
5.03K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-16- 12.03% |
$1.07K - $1.26K
|
117
$9.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 1.33% |
$268 - $315
|
297
$24.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 39.22% |
$5.37K - $6.29K
|
124
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.76K- 43.94% |
$521K - $610K
|
9.91K
$829K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-255- 7.45% |
$17.1K - $20.1K
|
3.17K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.6K- 18.71% |
$1.31M - $1.54M
|
85K
$7.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
46New |
$3.09K - $3.62K
|
46
$3.85K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
217New |
$14.6K - $17.1K
|
217
$18.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
267New |
$17.9K - $21K
|
267
$22.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
784New |
$52.6K - $61.6K
|
784
$65.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.2% |
$403 - $472
|
2.96K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-300- 8.86% |
$20.1K - $23.6K
|
3.09K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.7K- 87.09% |
$1.25M - $1.47M
|
2.77K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
199New |
$13.4K - $15.6K
|
199
$16.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.78KNew |
$388K - $455K
|
5.78K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-985- 21.85% |
$66.1K - $77.5K
|
3.52K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 45.45% |
$5.37K - $6.29K
|
96
$8.03K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-55- 8.9% |
$3.69K - $4.32K
|
563
$47.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-800- 22.22% |
$53.7K - $62.9K
|
2.8K
$234K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.15% |
$670 - $723
|
6.19K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.2KNew |
$238K - $257K
|
3.2K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-50- 2.15% |
$3.72K - $4.02K
|
2.28K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-234- 0.94% |
$17.4K - $18.8K
|
24.7K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 25.92% |
$76.4K - $82.4K
|
2.93K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.09KNew |
$230K - $248K
|
3.09K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41- 21.13% |
$3.05K - $3.29K
|
153
$12.8K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.77K+ 219.76% |
$429K - $464K
|
8.4K
$702K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
480New |
$35.7K - $38.6K
|
480
$40.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-904- 30.5% |
$67.3K - $72.6K
|
2.06K
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-452- 10.08% |
$33.6K - $36.3K
|
4.03K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-898- 50.0% |
$66.8K - $72.1K
|
898
$75.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-382- 6.93% |
$28.4K - $30.7K
|
5.13K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 0.39% |
$2.23K - $2.41K
|
7.65K
$640K
|
|