Purchases and Sales Made in Q4 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.17K- 3.51% |
$540K - $599K
|
197K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.33K- 3.79% |
$626K - $695K
|
212K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 28.13% |
$859K - $953K
|
29.2K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 68.99% |
$1.17M - $1.3M
|
7.01K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.2K- 99.93% |
$1.22M - $1.35M
|
11
$858
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.8K- 49.31% |
$1.34M - $1.48M
|
18.3K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.2K- 7.44% |
$1.37M - $1.52M
|
227K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18.9K- 30.75% |
$1.42M - $1.58M
|
42.5K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.6K- 39.14% |
$1.55M - $1.72M
|
32K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.7K- 20.73% |
$2.09M - $2.32M
|
106K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-51.9K- 28.06% |
$3.9M - $4.33M
|
133K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-98.1K- 26.23% |
$7.38M - $8.19M
|
276K
$21.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-261K- 98.72% |
$19.7M - $21.8M
|
3.38K
$264K
|