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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.74KNew |
$126K - $132K
|
1.74K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
207New |
$15K - $15.7K
|
207
$17.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-179- 0.42% |
$13K - $13.6K
|
42K
$3.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-400- 63.8% |
$28.9K - $30.4K
|
227
$19K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.22KNew |
$522K - $549K
|
7.22K
$604K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 70.0% |
$12.7K - $13.3K
|
425
$35.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 0.45% |
$1.52K - $1.6K
|
4.72K
$394K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-199- 6.56% |
$14.4K - $15.1K
|
2.84K
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.85KNew |
$206K - $217K
|
2.85K
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.96K+ 19.14% |
$141K - $149K
|
12.2K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
331+ 38.4% |
$24K - $25.2K
|
1.19K
$99.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.04KNew |
$75K - $78.8K
|
1.04K
$86.7K
|
|
| Q1 2024 | |||||||
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 1.23% |
$6.9K - $7.64K
|
8.01K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$229K - $253K
|
3.32K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.7K+ 21.41% |
$1.08M - $1.2M
|
88.8K
$7.43M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 1.48% |
$153K - $169K
|
152K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$289K - $320K
|
4.19K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 122.12% |
$3.17M - $3.51M
|
83.5K
$6.98M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-795- 1.81% |
$54.9K - $60.7K
|
43.1K
$3.61M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$2.76K - $3.06K
|
40
$3.35K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.8KNew |
$194K - $214K
|
2.8K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.62KNew |
$181K - $200K
|
2.62K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-70- 2.31% |
$4.83K - $5.35K
|
2.96K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.77KNew |
$191K - $211K
|
2.77K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.36% |
$1.52K - $1.68K
|
6.12K
$512K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
963New |
$66.5K - $73.6K
|
963
$80.6K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
332+ 948.57% |
$20.5K - $23.7K
|
367
$30.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
360New |
$22.2K - $25.7K
|
360
$30.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.86KNew |
$176K - $204K
|
2.86K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.94K- 31.91% |
$120K - $139K
|
4.14K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15.1K- 66.67% |
$930K - $1.08M
|
7.55K
$632K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-193- 5.54% |
$11.9K - $13.8K
|
3.29K
$275K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
448New |
$27.6K - $32K
|
448
$37.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
7.35KNew |
$453K - $525K
|
7.35K
$615K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 15.38% |
$2.46K - $2.86K
|
300
$25.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2KNew |
$1.24M - $1.35M
|
19.2K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26New |
$1.68K - $1.83K
|
26
$2.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.43K+ 33.85% |
$92.3K - $101K
|
5.65K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
260New |
$16.8K - $18.3K
|
260
$21.7K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-149- 2.91% |
$9.63K - $10.5K
|
4.97K
$416K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-77- 0.87% |
$4.97K - $5.42K
|
8.81K
$737K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
531New |
$34.3K - $37.4K
|
531
$44.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
320New |
$20.7K - $22.5K
|
320
$26.8K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-50- 23.26% |
$3.23K - $3.52K
|
165
$13.8K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
132KNew |
$8.2M - $8.82M
|
132K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.06M - $1.14M
|
17K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49New |
$3.05K - $3.28K
|
49
$4.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.51K- 53.81% |
$218K - $235K
|
3.01K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-303- 6.64% |
$18.9K - $20.3K
|
4.26K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 34.45% |
$62.3K - $67K
|
1.9K
$159K
|
|