Purchases and Sales Made in Q1 2022 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q1 2022. 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 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 5.87% |
$12M - $12.9M
|
3.22M
$250M
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
111KNew |
$7.48M - $8.03M
|
111K
$8.64M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 3.4% |
$7.12M - $7.64M
|
3.22M
$250M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 12.2% |
$7.05M - $7.57M
|
964K
$74.9M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.5KNew |
$4.41M - $4.73M
|
65.5K
$5.09M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.1K+ 36.69% |
$4.32M - $4.63M
|
239K
$18.6M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.8K+ 12.84% |
$4.23M - $4.54M
|
552K
$42.9M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46K+ 10.42% |
$3.09M - $3.32M
|
487K
$37.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43.5K+ 82.81% |
$2.93M - $3.15M
|
96.1K
$7.46M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.1K+ 19.65% |
$2.9M - $3.12M
|
263K
$20.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
38.8K+ 30.56% |
$2.61M - $2.81M
|
166K
$12.9M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
37.7K+ 52.52% |
$2.54M - $2.73M
|
110K
$8.51M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.8K+ 12.93% |
$2.35M - $2.52M
|
304K
$23.6M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.7KNew |
$2M - $2.14M
|
29.7K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
25.9K+ 16.03% |
$1.74M - $1.87M
|
187K
$14.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.6K+ 102.49% |
$1.73M - $1.85M
|
50.6K
$3.93M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
25.4KNew |
$1.71M - $1.84M
|
25.4K
$1.98M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.9K+ 620.97% |
$1.27M - $1.37M
|
21.9K
$1.7M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.5KNew |
$1.18M - $1.27M
|
17.5K
$1.36M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.3KNew |
$1.1M - $1.18M
|
16.3K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.9K+ 26.24% |
$1.07M - $1.15M
|
76.3K
$5.93M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15.6KNew |
$1.05M - $1.13M
|
15.6K
$1.21M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
15K+ 85.07% |
$1.01M - $1.08M
|
32.6K
$2.53M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
14.6K+ 100.7% |
$981K - $1.05M
|
29K
$2.26M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 6.33% |
$978K - $1.05M
|
244K
$18.9M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 1.4% |
$973K - $1.04M
|
1.05M
$81.2M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14K+ 98.6% |
$940K - $1.01M
|
28.1K
$2.19M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 16.21% |
$897K - $963K
|
95.5K
$7.42M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 2287.25% |
$858K - $921K
|
13.3K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$824K - $884K
|
12.2K
$950K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12KNew |
$805K - $864K
|
12K
$929K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.2K+ 32.21% |
$685K - $735K
|
41.7K
$3.24M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.64K+ 14.79% |
$649K - $697K
|
74.8K
$5.81M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.87K+ 34.39% |
$597K - $641K
|
34.7K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.38KNew |
$564K - $606K
|
8.38K
$651K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.14K+ 98.79% |
$548K - $588K
|
16.4K
$1.27M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.07K+ 11.62% |
$476K - $511K
|
67.9K
$5.27M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.95K+ 6.28% |
$468K - $502K
|
118K
$9.14M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.08KNew |
$409K - $439K
|
6.08K
$472K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.77K+ 9.07% |
$388K - $417K
|
69.4K
$5.39M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.44K+ 32.25% |
$366K - $393K
|
22.3K
$1.73M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.16KNew |
$348K - $373K
|
5.16K
$401K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.9K+ 7.3% |
$263K - $282K
|
57.3K
$4.45M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.18K+ 19.74% |
$214K - $230K
|
19.3K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.15K+ 4.59% |
$212K - $227K
|
71.7K
$5.57M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3KNew |
$202K - $216K
|
3K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 5.01% |
$193K - $208K
|
60.2K
$4.68M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$192K - $207K
|
2.86K
$222K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.86KNew |
$192K - $206K
|
2.86K
$222K
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.84KNew |
$191K - $205K
|
2.84K
$220K
|