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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
435New |
$56.6K - $64.9K
|
435
$68K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.6K- 50.0% |
$208K - $239K
|
1.6K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.81K- 81.29% |
$1.15M - $1.31M
|
2.03K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
191+ 5.94% |
$24.9K - $28.5K
|
3.41K
$532K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
209New |
$27.2K - $31.2K
|
209
$32.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-14.9K- 16.37% |
$1.93M - $2.22M
|
75.9K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28New |
$3.64K - $4.17K
|
28
$4.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$7.16K - $8.2K
|
55
$8.59K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.95KNew |
$254K - $291K
|
1.95K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
233+ 2.37% |
$30.3K - $34.7K
|
10K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
46New |
$5.99K - $6.86K
|
46
$7.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$130 - $149
|
2.37K
$370K
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.7KClosed |
$1.23M - $1.4M
|
0
$0
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-494- 20.99% |
$57.1K - $64.9K
|
1.86K
$291K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
38.9KNew |
$4.49M - $5.11M
|
38.9K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
37+ 1.24% |
$4.27K - $4.86K
|
3.02K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-14.1K- 73.92% |
$1.62M - $1.85M
|
4.96K
$775K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.47KNew |
$401K - $457K
|
3.47K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.58KNew |
$182K - $207K
|
1.58K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 66.67% |
$1.39K - $1.58K
|
6
$937
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.62KNew |
$187K - $213K
|
1.62K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.86KNew |
$446K - $508K
|
3.86K
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 50.0% |
$228K - $260K
|
1.98K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
77+ 1.63% |
$8.89K - $10.1K
|
4.8K
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.06% |
$116 - $131
|
1.7K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.84K- 5.85% |
$905K - $1.03M
|
126K
$19.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.95K+ 9.65% |
$1.15M - $1.31M
|
113K
$17.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.06% |
$231 - $263
|
3.47K
$542K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
87New |
$10K - $11.4K
|
87
$13.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.25K- 31.33% |
$260K - $296K
|
4.94K
$772K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.93KNew |
$223K - $254K
|
1.93K
$301K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 51.04% |
$236K - $258K
|
2K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
116New |
$13.2K - $14.4K
|
116
$18.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.15K+ 25.16% |
$244K - $266K
|
10.7K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31K+ 160.98% |
$3.52M - $3.84M
|
50.3K
$7.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
699New |
$79.3K - $86.6K
|
699
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-251- 39.16% |
$28.5K - $31.1K
|
390
$60.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.2KNew |
$136K - $149K
|
1.2K
$187K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 85.8% |
$164K - $180K
|
240
$37.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.98KNew |
$338K - $369K
|
2.98K
$466K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.91K- 21.96% |
$443K - $484K
|
13.9K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 0.89% |
$1.93K - $2.11K
|
1.9K
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
443+ 4.97% |
$50.2K - $54.9K
|
9.36K
$1.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
443+ 4.81% |
$50.2K - $54.9K
|
9.66K
$1.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
688New |
$78K - $85.2K
|
688
$107K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.48K- 31.4% |
$582K - $679K
|
12K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-19.8K- 37.31% |
$2.1M - $2.45M
|
33.2K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.21KNew |
$128K - $150K
|
1.21K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$177K - $207K
|
1.67K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
259New |
$27.5K - $32.1K
|
259
$40.5K
|
|