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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13+ 0.02% |
$967 - $1.04K
|
57K
$4.77M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79New |
$5.88K - $6.35K
|
79
$6.61K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
370New |
$27.8K - $30.9K
|
370
$31K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23New |
$1.73K - $1.92K
|
23
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
211New |
$15.9K - $17.6K
|
211
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4K+ 99.98% |
$1.08M - $1.2M
|
28.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.32K- 31.5% |
$99.1K - $110K
|
2.86K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-708- 19.05% |
$53.2K - $59.1K
|
3.01K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.31KNew |
$474K - $527K
|
6.31K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.83K+ 21.25% |
$138K - $153K
|
10.5K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-721- 9.47% |
$54.2K - $60.2K
|
6.89K
$577K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370+ 20.93% |
$27.8K - $30.9K
|
2.14K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
350New |
$26.3K - $29.2K
|
350
$29.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
97.9KNew |
$7.36M - $8.17M
|
97.9K
$8.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
165+ 0.46% |
$12.4K - $13.8K
|
36.2K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-257- 3.06% |
$19.3K - $21.5K
|
8.15K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-157- 5.19% |
$11.8K - $13.1K
|
2.87K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.7K- 17.67% |
$278K - $309K
|
17.2K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$3.38K - $3.76K
|
45
$3.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.49KNew |
$112K - $124K
|
1.49K
$124K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-45- 0.99% |
$3.38K - $3.76K
|
4.49K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.7KNew |
$1.1M - $1.23M
|
14.7K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-274- 9.09% |
$20.6K - $22.9K
|
2.74K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
41New |
$3.08K - $3.42K
|
41
$3.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 2.57% |
$11K - $12.2K
|
5.53K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-190- 27.54% |
$14.3K - $15.9K
|
500
$41.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.44% |
$150 - $167
|
461
$38.6K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.07% |
$3.38K - $3.76K
|
4.17K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.79K- 49.25% |
$510K - $567K
|
6.99K
$585K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.6KNew |
$262K - $285K
|
3.6K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-230- 1.07% |
$16.7K - $18.2K
|
21.2K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-35- 1.21% |
$2.55K - $2.77K
|
2.85K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.56% |
$218 - $237
|
542
$45.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-62- 0.51% |
$4.51K - $4.91K
|
12K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.56KNew |
$332K - $361K
|
4.56K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$116K - $126K
|
1.59K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.56K- 40.04% |
$477K - $519K
|
9.82K
$822K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 0.59% |
$5.82K - $6.33K
|
13.7K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$198K - $215K
|
2.72K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.5K- 9.65% |
$1.78M - $1.94M
|
229K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.93K- 4.5% |
$650K - $707K
|
190K
$15.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.54KNew |
$185K - $201K
|
2.54K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.63KNew |
$337K - $367K
|
4.63K
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
181+ 0.37% |
$13.2K - $14.3K
|
49.7K
$4.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-669- 66.11% |
$48.7K - $52.9K
|
343
$28.7K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
2.65KNew |
$192K - $209K
|
2.65K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.28KNew |
$239K - $260K
|
3.28K
$275K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.28K- 27.69% |
$457K - $497K
|
16.4K
$1.37M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.65K- 50.28% |
$481K - $505K
|
6.58K
$550K
|
|