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 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-16- 2.6% |
$1.01K - $1.17K
|
600
$46.5K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-19- 0.28% |
$1.2K - $1.39K
|
6.87K
$532K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.56% |
$1.2K - $1.39K
|
3.35K
$259K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-21- 0.32% |
$1.33K - $1.54K
|
6.61K
$512K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-36- 1.26% |
$2.28K - $2.64K
|
2.83K
$219K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-52- 1.49% |
$3.29K - $3.81K
|
3.44K
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-67- 1.34% |
$4.24K - $4.91K
|
4.94K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-104- 11.21% |
$6.58K - $7.62K
|
824
$63.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-122- 0.2% |
$7.72K - $8.94K
|
62.1K
$4.81M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-140- 3.29% |
$8.86K - $10.3K
|
4.12K
$319K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
SELL
|
- |
-150- 2.69% |
$9.49K - $11K
|
5.43K
$420K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-161- 1.08% |
$10.2K - $11.8K
|
14.8K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-242- 2.85% |
$15.3K - $17.7K
|
8.24K
$638K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-270- 64.29% |
$17.1K - $19.8K
|
150
$11.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-290- 2.53% |
$18.3K - $21.3K
|
11.2K
$865K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-302- 3.09% |
$19.1K - $22.1K
|
9.46K
$732K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-317- 5.39% |
$20.1K - $23.2K
|
5.57K
$431K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-322- 10.35% |
$20.4K - $23.6K
|
2.79K
$216K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-329- 3.27% |
$20.8K - $24.1K
|
9.74K
$754K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-352- 4.14% |
$22.3K - $25.8K
|
8.15K
$631K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-381- 0.4% |
$24.1K - $27.9K
|
93.7K
$7.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-505- 2.59% |
$31.9K - $37K
|
19K
$1.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-533- 7.86% |
$33.7K - $39.1K
|
6.25K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-539- 51.68% |
$34.1K - $39.5K
|
504
$39K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-541- 12.12% |
$34.2K - $39.7K
|
3.92K
$304K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-588- 10.48% |
$37.2K - $43.1K
|
5.03K
$389K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-608- 0.5% |
$38.5K - $44.6K
|
120K
$9.28M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-672- 8.29% |
$42.5K - $49.3K
|
7.43K
$576K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-901- 3.16% |
$57K - $66K
|
27.6K
$2.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-912- 9.78% |
$57.7K - $66.8K
|
8.41K
$652K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-920- 2.32% |
$58.2K - $67.4K
|
38.8K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.07K- 18.99% |
$67.7K - $78.4K
|
4.57K
$354K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.38K- 18.5% |
$87.4K - $101K
|
6.09K
$471K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 1.01% |
$89.4K - $104K
|
139K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.46K- 3.05% |
$92.6K - $107K
|
46.5K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.81K- 1.31% |
$114K - $132K
|
136K
$10.5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.21K- 27.61% |
$140K - $162K
|
5.8K
$449K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.51K- 2.8% |
$159K - $184K
|
87.1K
$6.75M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.75K- 10.76% |
$174K - $201K
|
22.8K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.06K- 0.56% |
$194K - $225K
|
545K
$42.2M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.12K- 9.98% |
$197K - $229K
|
28.1K
$2.18M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.51K- 56.57% |
$222K - $257K
|
2.7K
$209K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.26K- 8.55% |
$333K - $385K
|
56.2K
$4.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-5.26K- 11.54% |
$333K - $386K
|
40.3K
$3.12M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.64K- 9.12% |
$357K - $413K
|
56.2K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.92K- 2.26% |
$375K - $434K
|
256K
$19.9M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.08K- 9.72% |
$384K - $446K
|
56.5K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.6K- 40.17% |
$417K - $484K
|
9.83K
$761K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 18.41% |
$424K - $491K
|
29.7K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.5K- 53.51% |
$475K - $550K
|
6.52K
$505K
|