Purchases and Sales Made in Q1 2021 in First Tr Large Cap Value (FTA)

FTA Quotes by TradingView

This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q1 2021. 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
Apr 26, 2021 Q1 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
998K
New
$54M - $64.1M
998K $79.3M
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
97.3K
+ 3167.07%
$5.26M - $6.25M
100K $7.97M
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
94.2K
+ 15.26%
$5.09M - $6.05M
711K $56.5M
May 12, 2021 Q1 2021
Ubs Group Ag

BUY
 -
77.5K
+ 8.42%
$4.19M - $4.98M
998K $79.2M
May 11, 2021 Q1 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
77.2K
+ 1669.43%
$4.17M - $4.96M
81.9K $6.5M
May 10, 2021 Q1 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
76.7K
New
$4.15M - $4.93M
76.7K $6.09M
May 10, 2021 Q1 2021
Wintrust Investments LLC

Chicago, IL
BUY
 -
50.5K
New
$2.73M - $3.25M
50.5K $4.01M
May 14, 2021 Q1 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
39.2K
+ 34.29%
$2.12M - $2.52M
153K $12.2M
May 18, 2021 Q1 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
36K
+ 184.46%
$1.95M - $2.31M
55.5K $4.41M
May 17, 2021 Q1 2021
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
32.2K
New
$1.74M - $2.07M
32.2K $2.55M
May 17, 2021 Q1 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
20.2K
+ 171.22%
$1.09M - $1.3M
32K $2.54M
May 24, 2021 Q1 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
18.5K
+ 53.46%
$998K - $1.19M
53K $4.21M
Apr 29, 2021 Q1 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
18.3K
New
$989K - $1.18M
18.3K $1.45M
May 13, 2021 Q1 2021
Avantax Advisory Services, Inc.

BUY
 -
16K
+ 16.81%
$864K - $1.03M
111K $8.81M
May 14, 2021 Q1 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.8K
+ 31.89%
$855K - $1.02M
65.5K $5.2M
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
14.7K
+ 11.52%
$796K - $946K
143K $11.3M
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
14.6K
+ 2.75%
$791K - $940K
546K $43.3M
May 21, 2021 Q1 2021
Spire Wealth Management

BUY
 -
8.63K
New
$467K - $554K
8.63K $685K
Apr 27, 2021 Q1 2021
Janney Montgomery Scott LLC

BUY
 -
6.16K
+ 9.02%
$333K - $396K
74.5K $5.91M
May 12, 2021 Q1 2021
M Holdings Securities, Inc.

Portland, OR
BUY
 -
6.02K
New
$325K - $387K
6.02K $478K
Apr 26, 2021 Q1 2021
Wedbush Securities Inc

BUY
 -
5.74K
New
$310K - $369K
5.74K $456K
May 07, 2021 Q1 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.52K
+ 12.34%
$298K - $354K
50.2K $3.99M
May 13, 2021 Q1 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
5.5K
New
$297K - $353K
5.5K $437K
May 17, 2021 Q1 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
4.45K
New
$240K - $286K
4.45K $353K
May 17, 2021 Q1 2021
Townsquare Capital LLC

BUY
 -
4.18K
New
$226K - $268K
4.18K $332K
May 17, 2021 Q1 2021
Truist Financial Corp

BUY
 -
3.96K
+ 3.04%
$214K - $254K
134K $10.6M
May 06, 2021 Q1 2021
Prospera Financial Services Inc

BUY
 -
3.74K
New
$202K - $240K
3.74K $297K
Jan 08, 2024 Q1 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
3.74K
+ 6.62%
$202K - $240K
60.2K $4.78M
May 10, 2021 Q1 2021
Northwest Wealth Management, LLC

BUY
 -
3.58K
New
$193K - $230K
3.58K $284K
May 17, 2021 Q1 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.55K
+ 13.56%
$192K - $228K
29.8K $2.36M
Jul 24, 2024 Q1 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.49K
New
$189K - $224K
3.49K $277K
Apr 14, 2022 Q1 2021
626 Financial, LLC

BUY
 -
3.37K
New
$182K - $216K
3.37K $267K
Apr 27, 2021 Q1 2021
Janney Capital Management LLC

BUY
 -
3.26K
New
$176K - $210K
3.26K $259K
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

BUY
 -
3.22K
+ 55.74%
$174K - $207K
9.01K $715K
May 10, 2021 Q1 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.22K
New
$174K - $207K
3.22K $256K
May 12, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.07K
New
$166K - $197K
3.07K $244K
Apr 30, 2021 Q1 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.02K
New
$163K - $194K
3.02K $239K
May 11, 2021 Q1 2021
Kestra Private Wealth Services, LLC

BUY
 -
2.89K
+ 5.51%
$156K - $186K
55.3K $4.39M
May 13, 2021 Q1 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.39K
+ 6.95%
$129K - $154K
36.8K $2.92M
May 11, 2021 Q1 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.28K
New
$123K - $146K
2.28K $181K
May 06, 2021 Q1 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.26K
+ 4.27%
$122K - $145K
55.2K $4.38M
May 06, 2021 Q1 2021
Stonebridge Financial Planning Group, LLC

BUY
 -
2.13K
New
$115K - $136K
2.13K $169K
Apr 08, 2021 Q1 2021
Lvz, Inc.

BUY
 -
2K
+ 5.97%
$108K - $129K
35.6K $2.82M
May 10, 2021 Q1 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.49K
+ 23.71%
$80.5K - $95.6K
7.77K $617K
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

BUY
 -
1.45K
+ 2.83%
$78.3K - $93K
52.5K $4.17M
May 14, 2021 Q1 2021
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1.23K
+ 13.15%
$66.3K - $78.7K
10.6K $838K
May 03, 2021 Q1 2021
Signal Point Asset Management, LLC

BUY
 -
1.16K
+ 26.85%
$62.4K - $74.2K
5.46K $433K
May 12, 2021 Q1 2021
Transcend Capital Advisors, LLC

BUY
 -
999
+ 23.34%
$54K - $64.2K
5.28K $419K
Apr 27, 2021 Q1 2021
Stratos Wealth Partners, Ltd.

BUY
 -
981
+ 6.02%
$53K - $63K
17.3K $1.37M

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