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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 15.38% |
$2.46K - $2.86K
|
300
$21.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2KNew |
$1.24M - $1.35M
|
19.2K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
260New |
$16.8K - $18.3K
|
260
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.43K+ 33.85% |
$92.3K - $101K
|
5.65K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26New |
$1.68K - $1.83K
|
26
$1.85K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-149- 2.91% |
$9.63K - $10.5K
|
4.97K
$354K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-77- 0.87% |
$4.97K - $5.42K
|
8.81K
$628K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
531New |
$34.3K - $37.4K
|
531
$37.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
320New |
$20.7K - $22.5K
|
320
$22.8K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-50- 23.26% |
$3.23K - $3.52K
|
165
$11.7K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
132KNew |
$8.2M - $8.82M
|
132K
$9.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.06M - $1.14M
|
17K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-303- 6.64% |
$18.9K - $20.3K
|
4.26K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49New |
$3.05K - $3.28K
|
49
$3.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.51K- 53.81% |
$218K - $235K
|
3.01K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 2.43% |
$6.23K - $6.7K
|
4.02K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 34.45% |
$62.3K - $67K
|
1.9K
$136K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$62.3 - $67
|
129
$9.19K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.03% |
$62.3 - $67
|
3.23K
$230K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 51.64% |
$27.5K - $29.6K
|
413
$29.4K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
367New |
$23.2K - $26.9K
|
367
$26.1K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.39KNew |
$404K - $468K
|
6.39K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-539- 51.68% |
$34.1K - $39.5K
|
504
$35.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
65New |
$4.11K - $4.76K
|
65
$4.63K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$6.5M - $7.53M
|
103K
$7.32M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
200New |
$12.7K - $14.7K
|
200
$14.2K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-541- 12.12% |
$34.2K - $39.7K
|
3.92K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.64KNew |
$104K - $120K
|
1.64K
$117K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.84K - $9.09K
|
124
$8.83K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-270- 64.29% |
$17.1K - $19.8K
|
150
$10.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.05KNew |
$66.3K - $76.8K
|
1.05K
$74.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-89.3K- 87.89% |
$5.65M - $6.54M
|
12.3K
$876K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.3K+ 282.93% |
$1.01M - $1.2M
|
23.4K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
748+ 0.4% |
$43.7K - $51.9K
|
187K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.11KNew |
$298K - $354K
|
5.11K
$364K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.26KNew |
$191K - $226K
|
3.26K
$232K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
61+ 0.49% |
$3.57K - $4.23K
|
12.6K
$898K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.76KNew |
$220K - $261K
|
3.76K
$268K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41New |
$2.4K - $2.84K
|
41
$2.92K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
41New |
$2.4K - $2.84K
|
41
$2.92K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
28New |
$1.64K - $1.94K
|
28
$1.99K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-138- 1.24% |
$7.96K - $9.55K
|
11K
$782K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 4.39% |
$750 - $900
|
309
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.5KNew |
$835K - $1M
|
14.5K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
57New |
$3.29K - $3.95K
|
57
$4.06K
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-285- 6.96% |
$16.4K - $19.7K
|
3.81K
$271K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
125+ 2.29% |
$7.21K - $8.65K
|
5.59K
$398K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
46New |
$2.65K - $3.18K
|
46
$3.28K
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
334+ 2.07% |
$19.3K - $23.1K
|
16.5K
$1.17M
|
|