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 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 2.43% |
$6.23K - $6.7K
|
4.02K
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$62.3 - $67
|
129
$10.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.03% |
$62.3 - $67
|
3.23K
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 51.64% |
$27.5K - $29.6K
|
413
$34.5K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
367New |
$23.2K - $26.9K
|
367
$30.7K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.39KNew |
$404K - $468K
|
6.39K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-539- 51.68% |
$34.1K - $39.5K
|
504
$42.2K
|
|
|
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
$5.44K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$6.5M - $7.53M
|
103K
$8.6M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
200New |
$12.7K - $14.7K
|
200
$16.7K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-541- 12.12% |
$34.2K - $39.7K
|
3.92K
$328K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.84K - $9.09K
|
124
$10.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.05KNew |
$66.3K - $76.8K
|
1.05K
$87.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-89.3K- 87.89% |
$5.65M - $6.54M
|
12.3K
$1.03M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.3K+ 282.93% |
$1.01M - $1.2M
|
23.4K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
748+ 0.4% |
$43.7K - $51.9K
|
187K
$15.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.11KNew |
$298K - $354K
|
5.11K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.26KNew |
$191K - $226K
|
3.26K
$273K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
61+ 0.49% |
$3.57K - $4.23K
|
12.6K
$1.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.76KNew |
$220K - $261K
|
3.76K
$315K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
41New |
$2.4K - $2.84K
|
41
$3.43K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41New |
$2.4K - $2.84K
|
41
$3.43K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
28New |
$1.64K - $1.94K
|
28
$2.34K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-138- 1.24% |
$7.96K - $9.55K
|
11K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 4.39% |
$750 - $900
|
309
$25.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.5KNew |
$835K - $1M
|
14.5K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
125+ 2.29% |
$7.21K - $8.65K
|
5.59K
$468K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
57New |
$3.29K - $3.95K
|
57
$4.77K
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-285- 6.96% |
$16.4K - $19.7K
|
3.81K
$319K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
46New |
$2.65K - $3.18K
|
46
$3.85K
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
334+ 2.07% |
$19.3K - $23.1K
|
16.5K
$1.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.23K- 11.9% |
$70.8K - $84.9K
|
9.09K
$760K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.08KClosed |
$371K - $441K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.08KNew |
$310K - $369K
|
5.08K
$425K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-314Closed |
$19.2K - $22.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.56KNew |
$461K - $549K
|
7.56K
$633K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.4KClosed |
$207K - $247K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.69KClosed |
$225K - $268K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
524New |
$32K - $38.1K
|
524
$43.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
412New |
$25.1K - $29.9K
|
412
$34.5K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
115+ 0.86% |
$7.02K - $8.35K
|
13.4K
$1.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
69.4KNew |
$4.23M - $5.04M
|
69.4K
$5.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
190New |
$11.6K - $13.8K
|
190
$15.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
91+ 2.12% |
$5.55K - $6.61K
|
4.38K
$367K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.03KClosed |
$185K - $220K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-521- 77.76% |
$31.8K - $37.9K
|
149
$12.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-782Closed |
$47.7K - $56.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-15.6KClosed |
$950K - $1.13M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.96KClosed |
$267K - $286K
|
0
$0
|
|