Purchases and Sales Made in Q1 2023 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 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
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
2.44K
+ 37.32%
$154K - $179K
8.98K $695K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.07K
+ 2.06%
$131K - $151K
102K $7.93M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.04K
+ 0.59%
$129K - $150K
349K $27M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.99K
+ 4.92%
$126K - $146K
42.5K $3.29M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.98K
+ 3.29%
$125K - $145K
62.1K $4.81M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.87K
+ 0.82%
$118K - $137K
228K $17.7M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.78K
+ 10.35%
$113K - $130K
19K $1.47M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.64K
New
$104K - $120K
1.64K $127K
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
1.55K
+ 37.63%
$97.9K - $113K
5.66K $438K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.51K
+ 6.3%
$95.5K - $111K
25.5K $1.97M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.45K
+ 39.92%
$91.4K - $106K
5.07K $392K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.25K
+ 1.85%
$78.8K - $91.3K
68.7K $5.32M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.2K
+ 4.74%
$76K - $88.1K
26.5K $2.06M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.19K
+ 55.86%
$75.3K - $87.3K
3.32K $257K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
1.05K
New
$66.3K - $76.8K
1.05K $81.2K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
832
+ 1.91%
$52.6K - $61K
44.3K $3.43M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
752
New
$47.6K - $55.1K
752 $58.2K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
737
+ 7.36%
$46.6K - $54K
10.8K $833K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
675
+ 31.18%
$42.7K - $49.5K
2.84K $220K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
584
+ 1.28%
$36.9K - $42.8K
46.2K $3.58M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
505
+ 15.72%
$31.9K - $37K
3.72K $288K
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
488
+ 8.81%
$30.9K - $35.8K
6.03K $467K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
453
New
$28.7K - $33.2K
453 $35.1K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
430
New
$27.2K - $31.5K
430 $33.3K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
413
+ 93.65%
$26.1K - $30.3K
854 $66.1K
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
370
+ 2.01%
$23.4K - $27.1K
18.8K $1.46M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
367
New
$23.2K - $26.9K
367 $28.4K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
364
+ 1.77%
$23K - $26.7K
20.9K $1.62M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
353
+ 0.51%
$22.3K - $25.9K
69.2K $5.36M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
219
+ 1.9%
$13.9K - $16.1K
11.7K $909K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
200
New
$12.7K - $14.7K
200 $15.5K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
199
+ 0.33%
$12.6K - $14.6K
61K $4.72M
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
124
New
$7.84K - $9.09K
124 $9.6K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
95
+ 1.58%
$6.01K - $6.96K
6.1K $473K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
76
+ 0.85%
$4.81K - $5.57K
9.05K $701K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
65
New
$4.11K - $4.76K
65 $5.03K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
43
+ 0.72%
$2.72K - $3.15K
5.98K $463K
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
30
+ 0.34%
$1.9K - $2.2K
8.91K $690K
May 05, 2023 Q1 2023
Horizon Family Wealth, Inc.

BUY
 -
20
+ 0.44%
$1.27K - $1.47K
4.59K $356K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
19
+ 0.26%
$1.2K - $1.39K
7.23K $560K
Apr 18, 2023 Q1 2023
Empirical Asset Management, LLC

BUY
 -
18
+ 0.42%
$1.14K - $1.32K
4.31K $334K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
10
+ 0.26%
$633 - $733
3.9K $302K
Apr 28, 2023 Q1 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
8
+ 0.19%
$506 - $586
4.31K $333K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
5
+ 0.04%
$316 - $367
14.2K $1.1M
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
1
+ 0.03%
$63.3 - $73.3
3.58K $277K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-5
- 0.15%
$316 - $367
3.23K $250K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-7
- 0.55%
$443 - $513
1.28K $98.9K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-13
- 0.31%
$822 - $953
4.17K $323K

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