Purchases and Sales Made in Q1 2023 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q1 2023. 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 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
200K+ 262.13% |
$12.6M - $14.6M
|
276K
$21.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
184K+ 25.39% |
$11.6M - $13.5M
|
907K
$70.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
150K+ 142.53% |
$9.47M - $11M
|
255K
$19.7M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
105KNew |
$6.63M - $7.69M
|
105K
$8.12M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$6.5M - $7.53M
|
103K
$7.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
91.6K+ 58.68% |
$5.8M - $6.72M
|
248K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.4K+ 8.57% |
$4.71M - $5.45M
|
943K
$73M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
48.6KNew |
$3.08M - $3.56M
|
48.6K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.3K+ 11.04% |
$2.87M - $3.32M
|
456K
$35.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.9K+ 166.65% |
$2.72M - $3.15M
|
68.7K
$5.32M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.9K+ 166.65% |
$2.72M - $3.15M
|
68.7K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.8K+ 11.02% |
$2.71M - $3.14M
|
432K
$33.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.4K+ 63.52% |
$2.37M - $2.74M
|
96.4K
$7.46M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.2KNew |
$2.03M - $2.36M
|
32.2K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
30.8K+ 214.52% |
$1.95M - $2.26M
|
45.1K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
28.8K+ 65.14% |
$1.82M - $2.11M
|
73.1K
$5.66M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.8K+ 65.14% |
$1.82M - $2.11M
|
73.1K
$5.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25K+ 9.92% |
$1.58M - $1.83M
|
277K
$21.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.4KNew |
$1.48M - $1.72M
|
23.4K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.47M - $1.71M
|
23.3K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
20.6K+ 1.92% |
$1.3M - $1.51M
|
1.09M
$84.7M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.9K+ 43.5% |
$1.26M - $1.46M
|
65.6K
$5.08M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 34.81% |
$1.23M - $1.43M
|
75.4K
$5.84M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
16KNew |
$1.01M - $1.17M
|
16K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.7K+ 2536.55% |
$865K - $1M
|
14.2K
$1.1M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
13.2K+ 29.93% |
$832K - $964K
|
57.1K
$4.42M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.1KNew |
$827K - $958K
|
13.1K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.8K+ 4.16% |
$809K - $937K
|
320K
$24.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5K+ 79.69% |
$667K - $773K
|
23.8K
$1.84M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
10.2K+ 23.64% |
$648K - $751K
|
53.6K
$4.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.78K+ 12.06% |
$619K - $717K
|
90.8K
$7.03M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.44K+ 219.34% |
$597K - $692K
|
13.7K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.06K+ 60.26% |
$573K - $664K
|
24.1K
$1.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.86K+ 254.88% |
$560K - $649K
|
12.3K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.03KNew |
$508K - $588K
|
8.03K
$622K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.09KNew |
$448K - $520K
|
7.09K
$549K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.39KNew |
$404K - $468K
|
6.39K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.33K+ 135.56% |
$400K - $464K
|
11K
$851K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.86K+ 182.9% |
$371K - $430K
|
9.06K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.83K+ 11.16% |
$369K - $427K
|
58K
$4.49M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.38K+ 143.29% |
$340K - $395K
|
9.14K
$708K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.99K+ 4.28% |
$316K - $366K
|
122K
$9.42M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.95K+ 4.36% |
$313K - $363K
|
118K
$9.17M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.67K+ 8.3% |
$295K - $342K
|
60.9K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.63K+ 4.01% |
$293K - $340K
|
120K
$9.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.3K+ 10.8% |
$272K - $315K
|
44.1K
$3.41M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.18K+ 45.01% |
$264K - $306K
|
13.5K
$1.04M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.08K+ 68.06% |
$258K - $299K
|
10.1K
$780K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 72.87% |
$233K - $270K
|
8.72K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.65K+ 132.8% |
$168K - $194K
|
4.64K
$359K
|