Latest Institutional Transactions on First Tr Large Cap Value (FTA)

FTA Quotes by TradingView

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
May 14, 2021 Q1 2021
Old Mission Capital LLC

SELL
 -
-16.4K
Closed
$886K - $1.05M
0 $0
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-300
Closed
$16.2K - $19.3K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-348
Closed
$18.8K - $22.4K
0 $0
Apr 26, 2021 Q1 2021
Forth Right Wealth Management, LLC

SELL
 -
-1.54K
Closed
$83.2K - $98.9K
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-379
Closed
$20.5K - $24.3K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-5.53K
Closed
$256K - $306K
0 $0
Feb 11, 2021 Q4 2020
Associated Banc Corp

Green Bay, WI
SELL
 -
-953
Closed
$44.2K - $52.9K
0 $0
Feb 10, 2021 Q4 2020
Svb Wealth LLC

Boston, MA
SELL
 -
-2K
Closed
$92.8K - $111K
0 $0
Jan 20, 2021 Q4 2020
Trinity Legacy Partners, LLC

SELL
 -
-4.96K
Closed
$230K - $275K
0 $0
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
10.6K
New
$490K - $586K
10.6K $752K
Q3 2020
Nov 02, 2020 Q3 2020
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-218
Closed
$9.46K - $10.7K
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
26K
New
$1.13M - $1.28M
26K $1.85M
Oct 22, 2020 Q3 2020
Procyon Advisors, LLC

SELL
 -
-146
Closed
$6.33K - $7.19K
0 $0
Q2 2020
Sep 08, 2021 Q2 2020
Retirement Group, LLC

SELL
 -
-103
Closed
$3.57K - $5.51K
0 $0
Oct 07, 2020 Q2 2020
Acg Wealth

SELL
 -
-9.93K
Closed
$344K - $532K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-1
Closed
$34.7 - $53.5
0 $0
Aug 14, 2020 Q2 2020
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-12.1K
Closed
$419K - $647K
0 $0
Aug 03, 2020 Q2 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-11.2K
Closed
$390K - $602K
0 $0
Jul 29, 2020 Q2 2020
M&T Bank Corp

SELL
 -
-7.99K
Closed
$277K - $428K
0 $0
Jul 13, 2020 Q2 2020
Teamwork Financial Advisors, LLC

SELL
 -
-20.9K
Closed
$726K - $1.12M
0 $0
Q1 2020
May 15, 2024 Q1 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
0
New
$0 - $0
0 $0
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-34
- 31.78%
$1.07K - $1.94K
73 $5.2K
Jan 19, 2021 Q1 2020
Intercontinental Wealth Advisors, LLC

BUY
 -
1.5K
New
$47.1K - $85.6K
1.5K $107K
May 15, 2020 Q1 2020
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-7.74K
Closed
$243K - $442K
0 $0
May 15, 2020 Q1 2020
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-73.7K
Closed
$2.31M - $4.21M
0 $0
May 14, 2020 Q1 2020
Founders Financial Securities LLC

SELL
 -
-57.4K
Closed
$1.8M - $3.28M
0 $0
May 14, 2020 Q1 2020
Baker Avenue Asset Management, LP

SELL
 -
-10.7K
Closed
$337K - $612K
0 $0
May 14, 2020 Q1 2020
S.A. Mason LLC

SELL
 -
-744
Closed
$23.4K - $42.5K
0 $0
May 13, 2020 Q1 2020
Pfs Investments Inc.

Duluth, GA
SELL
 -
-355K
Closed
$11.1M - $20.2M
0 $0
May 12, 2020 Q1 2020
Wills Financial Group, Inc.

SELL
 -
-6.25K
Closed
$196K - $357K
0 $0
May 11, 2020 Q1 2020
Banco Santander, S.A.

SELL
 -
-48.7K
Closed
$1.53M - $2.78M
0 $0
Apr 24, 2020 Q1 2020
Tfg Advisers LLC

SELL
 -
-2.27K
Closed
$71.3K - $130K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-426
Closed
$13.4K - $24.3K
0 $0
Apr 16, 2020 Q1 2020
Nwam LLC

Mercer Island, WA
SELL
 -
-18.1K
Closed
$570K - $1.04M
0 $0
Apr 03, 2020 Q1 2020
Salomon & Ludwin, LLC

SELL
 -
-600
Closed
$18.8K - $34.2K
0 $0
Apr 02, 2020 Q1 2020
Advocacy Wealth Management Services, LLC

SELL
 -
-1.68K
Closed
$52.8K - $96K
0 $0
Q4 2019
Sep 21, 2023 Q4 2019
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.04K
New
$50.8K - $58.9K
1.04K $74.1K
Feb 11, 2020 Q4 2019
Heritage Trust CO

Oklahoma City, OK
SELL
 -
-5.83K
Closed
$285K - $331K
0 $0
Feb 06, 2020 Q4 2019
First Interstate Bank

Billings, MT
SELL
 -
-200
Closed
$9.77K - $11.3K
0 $0
Feb 05, 2020 Q4 2019
Private Ocean, LLC

SELL
 -
-126
Closed
$6.16K - $7.14K
0 $0
Feb 04, 2020 Q4 2019
Capital Investment Advisory Services, LLC

SELL
 -
-174
Closed
$8.5K - $9.86K
0 $0
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-865
Closed
$42.3K - $49K
0 $0
Q3 2019
Nov 12, 2019 Q3 2019
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-305
Closed
$14.6K - $16.3K
0 $0
Nov 07, 2019 Q3 2019
F Dx Advisors, Inc.

SELL
 -
-5.58K
Closed
$267K - $298K
0 $0
Oct 31, 2019 Q3 2019
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-239
Closed
$11.4K - $12.8K
0 $0
Q2 2019
Jul 24, 2019 Q2 2019
Clarus Wealth Advisors

SELL
 -
-3.26K
Closed
$157K - $175K
0 $0
Q1 2019
May 16, 2019 Q1 2019
Wealthpoint, LLC

SELL
 -
-1.75K
Closed
$79.9K - $91.8K
0 $0
May 14, 2019 Q1 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-8.25K
Closed
$377K - $434K
0 $0
Q4 2018
Feb 15, 2019 Q4 2018
Cap Wealth Advisors, LLC

SELL
 -
-5.25K
Closed
$231K - $285K
0 $0

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