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
May 07, 2021 Q1 2021
D.A. Davidson & Co.

BUY
 -
881
+ 1.84%
$47.6K - $56.6K
48.9K $3.88M
Apr 26, 2021 Q1 2021
Arkadios Wealth Advisors

BUY
 -
724
+ 15.74%
$39.1K - $46.5K
5.32K $423K
Apr 19, 2021 Q1 2021
Creative Financial Designs Inc

BUY
 -
686
+ 64.72%
$37.1K - $44.1K
1.75K $139K
May 13, 2021 Q1 2021
Barclays PLC

London, X0
BUY
 -
568
New
$30.7K - $36.5K
568 $45.1K
Apr 13, 2021 Q1 2021
Walkner Condon Financial Advisors LLC

BUY
 -
456
+ 4.32%
$24.6K - $29.3K
11K $875K
Apr 15, 2021 Q1 2021
Gps Wealth Strategies Group, LLC

BUY
 -
453
New
$24.5K - $29.1K
453 $36K
May 17, 2021 Q1 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
368
+ 6.26%
$19.9K - $23.6K
6.25K $496K
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
320
New
$17.3K - $20.6K
320 $25.4K
May 17, 2021 Q1 2021
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
296
New
$16K - $19K
296 $23.5K
Sep 15, 2021 Q1 2021
Cwm, LLC

BUY
 -
263
New
$14.2K - $16.9K
263 $20.9K
May 11, 2021 Q1 2021
First Horizon Advisors, Inc.

BUY
 -
256
New
$13.8K - $16.4K
256 $20.3K
May 04, 2021 Q1 2021
Riverpoint Wealth Management Holdings, LLC

BUY
 -
236
+ 5.56%
$12.8K - $15.2K
4.48K $356K
May 13, 2021 Q1 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
229
+ 2.82%
$12.4K - $14.7K
8.34K $662K
May 14, 2021 Q1 2021
Steward Partners Investment Advisory, LLC

BUY
 -
227
+ 10.24%
$12.3K - $14.6K
2.44K $194K
May 13, 2021 Q1 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
164
+ 4.47%
$8.86K - $10.5K
3.83K $304K
May 05, 2021 Q1 2021
Moser Wealth Advisors, LLC

BUY
 -
127
New
$6.86K - $8.16K
127 $10.1K
May 11, 2021 Q1 2021
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
59
New
$3.19K - $3.79K
59 $4.68K
May 11, 2021 Q1 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
24
+ 0.56%
$1.3K - $1.54K
4.34K $345K
Apr 20, 2021 Q1 2021
Great Valley Advisor Group, Inc.

BUY
 -
2
+ 0.05%
$108 - $128
3.9K $310K
May 06, 2021 Q1 2021
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.22%
$54.1 - $64.2
448 $35.6K
Apr 21, 2021 Q1 2021
Gradient Investments LLC

SELL
 -
-8
- 5.41%
$432 - $514
140 $11.1K
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-9
- 8.41%
$486 - $578
98 $7.78K
May 04, 2021 Q1 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-15
- 5.81%
$811 - $963
243 $19.3K
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-35
Closed
$1.89K - $2.25K
0 $0
May 10, 2021 Q1 2021
1776 Wealth LLC

SELL
 -
-136
- 3.74%
$7.35K - $8.74K
3.51K $278K
May 14, 2021 Q1 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-138
- 10.06%
$7.46K - $8.86K
1.23K $98K
May 14, 2021 Q1 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-183
- 0.3%
$9.89K - $11.8K
60.3K $4.79M
May 10, 2021 Q1 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-255
- 2.34%
$13.8K - $16.4K
10.6K $844K
Apr 27, 2021 Q1 2021
Cwm, LLC

SELL
 -
-263
Closed
$14.2K - $16.9K
0 $0
May 17, 2021 Q1 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-267
- 4.57%
$14.4K - $17.1K
5.58K $443K
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-300
Closed
$16.2K - $19.3K
0 $0
May 14, 2021 Q1 2021
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-304
- 7.86%
$16.4K - $19.5K
3.56K $283K
Aug 10, 2023 Q1 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-343
- 41.63%
$18.5K - $22K
481 $38.2K
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-348
Closed
$18.8K - $22.4K
0 $0
Jun 23, 2021 Q1 2021
Stone X Group Inc.

SELL
 -
-364
- 2.33%
$19.7K - $23.4K
15.2K $1.21M
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-379
Closed
$20.5K - $24.3K
0 $0
Apr 28, 2021 Q1 2021
Cypress Wealth Services, LLC

SELL
 -
-484
- 2.06%
$26.2K - $31.1K
23K $1.83M
Jan 27, 2023 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-514
- 2.03%
$27.8K - $33K
24.8K $1.97M
May 17, 2021 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-514
- 2.03%
$27.8K - $33K
24.8K $1.97M
May 06, 2021 Q1 2021
Koshinski Asset Management, Inc.

SELL
 -
-566
- 7.37%
$30.6K - $36.4K
7.12K $565K
May 12, 2021 Q1 2021
Comerica Securities,Inc.

SELL
 -
-589
- 3.7%
$31.8K - $37.8K
15.3K $1.22M
Apr 30, 2021 Q1 2021
Centaurus Financial, Inc.

SELL
 -
-610
- 13.96%
$33K - $39.2K
3.76K $299K
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-698
- 17.04%
$37.7K - $44.8K
3.4K $270K
May 14, 2021 Q1 2021
Western Wealth Management, LLC

SELL
 -
-699
- 4.76%
$37.8K - $44.9K
14K $1.11M
May 13, 2021 Q1 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-750
- 11.5%
$40.5K - $48.2K
5.77K $458K
May 10, 2021 Q1 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-750
- 16.3%
$40.5K - $48.2K
3.85K $306K
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.01K
- 2.87%
$54.5K - $64.8K
34.2K $2.71M
May 13, 2021 Q1 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.12K
- 5.46%
$60.5K - $71.9K
19.4K $1.54M
Apr 27, 2021 Q1 2021
Ae Wealth Management LLC

SELL
 -
-1.24K
- 11.48%
$67.2K - $79.9K
9.59K $761K

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