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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-19.8K- 37.31% |
$2.1M - $2.45M
|
33.2K
$4.55M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
259New |
$27.5K - $32.1K
|
259
$35.5K
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$177K - $207K
|
1.67K
$228K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.21KNew |
$128K - $150K
|
1.21K
$166K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 78.24% |
$1.54M - $1.8M
|
33.1K
$4.53M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 2.27% |
$130K - $152K
|
55.1K
$7.54M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-168- 6.9% |
$17.8K - $20.8K
|
2.27K
$310K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34New |
$3.61K - $4.21K
|
34
$4.66K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
101New |
$10.7K - $12.5K
|
101
$13.8K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
315+ 13.51% |
$33.4K - $39K
|
2.65K
$362K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-699- 4.53% |
$74.2K - $86.6K
|
14.7K
$2.02M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
343New |
$36.4K - $42.5K
|
343
$47K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-494- 15.58% |
$52.5K - $61.2K
|
2.68K
$366K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-36- 1.81% |
$3.82K - $4.46K
|
1.95K
$268K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-123- 20.43% |
$13.1K - $15.2K
|
479
$65.6K
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
14+ 0.6% |
$1.49K - $1.74K
|
2.33K
$319K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 25.0% |
$10.6K - $12.4K
|
500
$68.5K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19New |
$2.02K - $2.35K
|
19
$2.6K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-49- 0.45% |
$5.2K - $6.07K
|
10.8K
$1.48M
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
387+ 537.5% |
$35.4K - $42.6K
|
459
$62.9K
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.87KNew |
$171K - $206K
|
1.87K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-942- 32.16% |
$86.2K - $104K
|
1.99K
$272K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.64KNew |
$608K - $730K
|
6.64K
$909K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.07KNew |
$190K - $228K
|
2.07K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.74K+ 20433.33% |
$617K - $742K
|
6.78K
$928K
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-45- 16.54% |
$4.12K - $4.95K
|
227
$31.1K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.11KNew |
$101K - $122K
|
1.11K
$151K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
688+ 1859.46% |
$63K - $75.7K
|
725
$99.3K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45KNew |
$133K - $160K
|
1.45K
$199K
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2KNew |
$183K - $220K
|
2K
$274K
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2KNew |
$183K - $220K
|
2K
$274K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
25New |
$2.29K - $2.75K
|
25
$3.42K
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
60+ 2.52% |
$5.49K - $6.6K
|
2.45K
$335K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
347New |
$31.8K - $38.2K
|
347
$47.5K
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.88KNew |
$446K - $536K
|
4.88K
$668K
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.25KNew |
$298K - $358K
|
3.25K
$445K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-202- 7.62% |
$18.5K - $22.2K
|
2.45K
$335K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.05% |
$91.6 - $110
|
2.17K
$298K
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-1.65K- 1.65% |
$151K - $181K
|
98.4K
$13.5M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.7KNew |
$832K - $907K
|
8.7K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$386K - $421K
|
4.04K
$553K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-303- 11.07% |
$29K - $31.6K
|
2.43K
$333K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.13KClosed |
$108K - $117K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49KClosed |
$142K - $155K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-75- 2.71% |
$7.17K - $7.82K
|
2.7K
$369K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12- 0.46% |
$1.15K - $1.25K
|
2.62K
$359K
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.06K- 2.18% |
$101K - $110K
|
47.4K
$6.49M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
690New |
$66K - $71.9K
|
690
$94.5K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-17- 0.79% |
$1.63K - $1.77K
|
2.13K
$292K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
191New |
$18.3K - $19.9K
|
191
$26.2K
|