Latest Institutional Transactions on First Tr Lge Cap Growth (FTC)
This table provides information on the latest institutional transactions involving First Tr Lge Cap Growth (FTC) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.47KNew |
$401K - $457K
|
3.47K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.85K- 91.94% |
$445K - $507K
|
338
$46.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-276- 0.71% |
$31.9K - $36.3K
|
38.9K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.58KNew |
$182K - $207K
|
1.58K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$1.43M - $1.63M
|
12.4K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-255- 3.49% |
$29.5K - $33.5K
|
7.06K
$967K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 66.67% |
$1.39K - $1.58K
|
6
$822
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49- 1.8% |
$5.66K - $6.44K
|
2.67K
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-406- 7.8% |
$46.9K - $53.4K
|
4.8K
$657K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.62KNew |
$187K - $213K
|
1.62K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$11.6K - $13.1K
|
100
$13.7K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.86KNew |
$446K - $508K
|
3.86K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-619- 54.01% |
$71.5K - $81.4K
|
527
$72.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 50.0% |
$228K - $260K
|
1.98K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
77+ 1.63% |
$8.89K - $10.1K
|
4.8K
$658K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.06% |
$116 - $131
|
1.7K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17- 0.63% |
$1.96K - $2.23K
|
2.67K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.03KNew |
$581K - $661K
|
5.03K
$689K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.75% |
$12.7K - $14.5K
|
6.39K
$875K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.84K- 5.85% |
$905K - $1.03M
|
126K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.95K+ 9.65% |
$1.15M - $1.31M
|
113K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-1- 0.03% |
$116 - $131
|
3.04K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.06% |
$231 - $263
|
3.47K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
87New |
$10K - $11.4K
|
87
$11.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-238- 1.9% |
$27.5K - $31.3K
|
12.3K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.06KNew |
$238K - $271K
|
2.06K
$282K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$347 - $394
|
2.29K
$314K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 98.05% |
$256K - $292K
|
44
$6.02K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.25K- 31.33% |
$260K - $296K
|
4.94K
$676K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.93KNew |
$223K - $254K
|
1.93K
$264K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 51.04% |
$236K - $258K
|
2K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
116New |
$13.2K - $14.4K
|
116
$15.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-457- 8.57% |
$51.8K - $56.6K
|
4.88K
$668K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.15K+ 25.16% |
$244K - $266K
|
10.7K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31K+ 160.98% |
$3.52M - $3.84M
|
50.3K
$6.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
699New |
$79.3K - $86.6K
|
699
$95.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-251- 39.16% |
$28.5K - $31.1K
|
390
$53.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-397- 41.44% |
$45K - $49.2K
|
561
$76.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 85.8% |
$164K - $180K
|
240
$32.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.2KNew |
$136K - $149K
|
1.2K
$164K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.26K- 15.74% |
$256K - $280K
|
12.1K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.98KNew |
$338K - $369K
|
2.98K
$408K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.91K- 21.96% |
$443K - $484K
|
13.9K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-44- 1.06% |
$4.99K - $5.45K
|
4.12K
$564K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 0.89% |
$1.93K - $2.11K
|
1.9K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
443+ 4.97% |
$50.2K - $54.9K
|
9.36K
$1.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
443+ 4.81% |
$50.2K - $54.9K
|
9.66K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
688New |
$78K - $85.2K
|
688
$94.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
50+ 16.78% |
$5.67K - $6.19K
|
348
$47.7K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.48K- 31.4% |
$582K - $679K
|
12K
$1.64M
|
|