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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-335- 10.86% |
$32K - $34.9K
|
2.75K
$377K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
62New |
$5.93K - $6.46K
|
62
$8.49K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8New |
$765 - $834
|
8
$1.1K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
55.5KNew |
$5.04M - $5.62M
|
55.5K
$7.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-670- 33.28% |
$60.9K - $67.9K
|
1.34K
$184K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
15.2K+ 723.81% |
$1.38M - $1.54M
|
17.3K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.5K+ 900.0% |
$409K - $456K
|
5K
$685K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
538New |
$48.9K - $54.5K
|
538
$73.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
2.84KNew |
$258K - $287K
|
2.84K
$388K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
459New |
$40.7K - $44.2K
|
459
$62.9K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.5K- 36.84% |
$310K - $337K
|
6K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.18KNew |
$193K - $210K
|
2.18K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-273- 46.43% |
$24.2K - $26.3K
|
315
$43.1K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.38KNew |
$122K - $133K
|
1.38K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44.2KNew |
$3.91M - $4.25M
|
44.2K
$6.05M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-189- 2.12% |
$16.7K - $18.2K
|
8.71K
$1.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
655New |
$58K - $63.1K
|
655
$89.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-758- 10.33% |
$67.1K - $73K
|
6.58K
$901K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.08% |
$88.6 - $96.3
|
94
$12.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-110- 3.67% |
$9.42K - $10.8K
|
2.88K
$395K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.21KNew |
$189K - $218K
|
2.21K
$302K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.38% |
$771 - $886
|
2.36K
$324K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-151- 4.96% |
$12.9K - $14.9K
|
2.89K
$396K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
82+ 1.56% |
$7.03K - $8.08K
|
5.34K
$731K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
282New |
$24.2K - $27.8K
|
282
$38.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
25New |
$2.14K - $2.46K
|
25
$3.42K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25New |
$2.14K - $2.46K
|
25
$3.42K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.47KNew |
$553K - $653K
|
6.47K
$886K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 3.02% |
$599 - $706
|
239
$32.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-71- 1.32% |
$6.07K - $7.16K
|
5.3K
$725K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$2.82K - $3.33K
|
33
$4.52K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
483New |
$41.3K - $48.7K
|
483
$66.1K
|
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
101KNew |
$8.64M - $10.2M
|
101K
$13.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
112New |
$9.58K - $11.3K
|
112
$15.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-200- 7.85% |
$17.1K - $20.2K
|
2.35K
$322K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.9KClosed |
$928K - $1.17M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
10.2KNew |
$870K - $1.1M
|
10.2K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.24KNew |
$277K - $349K
|
3.24K
$444K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-126Closed |
$10.8K - $13.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.33KClosed |
$199K - $250K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.09KClosed |
$349K - $439K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$256 - $323
|
10.2K
$1.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.68KClosed |
$400K - $504K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
155KNew |
$13.2M - $16.7M
|
155K
$21.3M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.51KClosed |
$556K - $700K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
379New |
$32.4K - $40.8K
|
379
$51.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.28KNew |
$195K - $245K
|
2.28K
$312K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.93KClosed |
$165K - $208K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-10.8KClosed |
$920K - $1.16M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.53KNew |
$131K - $165K
|
1.53K
$210K
|
|