Purchases and Sales Made in Q4 2025 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2025. 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 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
4.06K+ 3.03% |
$329K - $343K
|
138K
$11.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
250+ 1.33% |
$20.3K - $21.1K
|
19.1K
$1.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
107+ 0.12% |
$8.68K - $9.04K
|
89.3K
$7.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 47.71% |
$5.92K - $6.17K
|
226
$18.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60+ 2.04% |
$4.87K - $5.07K
|
3.01K
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.65% |
$81.1 - $84.5
|
156
$13K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$81.1 - $84.5
|
2.84K
$237K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-18- 0.15% |
$1.46K - $1.52K
|
11.8K
$991K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.69% |
$2.35K - $2.45K
|
4.18K
$350K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-144- 0.24% |
$11.7K - $12.2K
|
60.1K
$5.03M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-413- 1.87% |
$33.5K - $34.9K
|
21.6K
$1.81M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-516- 14.89% |
$41.9K - $43.6K
|
2.95K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-819- 15.87% |
$66.4K - $69.2K
|
4.34K
$363K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-984- 34.21% |
$79.8K - $83.2K
|
1.89K
$158K
|
|