Purchases and Sales Made in Q1 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q1 2024. 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 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
287KNew |
$19.8M - $21.9M
|
287K
$22.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
235K+ 376.78% |
$16.3M - $18M
|
298K
$23.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.4K+ 19.21% |
$3.34M - $3.69M
|
300K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 122.12% |
$3.17M - $3.51M
|
83.5K
$6.47M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.7K+ 15.96% |
$2.95M - $3.26M
|
310K
$24M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.2K+ 26.39% |
$2.84M - $3.15M
|
197K
$15.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8K+ 98.78% |
$2.12M - $2.35M
|
61.9K
$4.8M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
27.6K+ 40.31% |
$1.9M - $2.11M
|
95.9K
$7.43M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.4K+ 10.01% |
$1.76M - $1.94M
|
280K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.6K+ 148.36% |
$1.63M - $1.8M
|
39.5K
$3.06M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.9K+ 7.59% |
$1.51M - $1.67M
|
310K
$24M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
20.9KNew |
$1.44M - $1.59M
|
20.9K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.7K+ 21.41% |
$1.08M - $1.2M
|
88.8K
$6.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 5.17% |
$806K - $892K
|
237K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.4K+ 23.72% |
$785K - $869K
|
59.3K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$761K - $843K
|
11K
$854K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$705K - $780K
|
10.2K
$791K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.71K+ 7.06% |
$670K - $742K
|
147K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.61K+ 33.97% |
$663K - $734K
|
37.9K
$2.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.78K+ 5.71% |
$606K - $671K
|
163K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.7K+ 253.16% |
$531K - $588K
|
10.7K
$831K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.51K+ 67.66% |
$449K - $497K
|
16.1K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
6.16K+ 4.89% |
$425K - $471K
|
132K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.72K+ 165.2% |
$394K - $437K
|
9.18K
$711K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.65KNew |
$390K - $432K
|
5.65K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.55K+ 211.14% |
$383K - $424K
|
8.18K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.42K+ 91.2% |
$374K - $414K
|
11.4K
$880K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.88K+ 0.23% |
$336K - $372K
|
2.11M
$164M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.66K+ 54.35% |
$321K - $356K
|
13.2K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.63K+ 12.26% |
$320K - $354K
|
42.4K
$3.28M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.61K+ 48.07% |
$318K - $352K
|
14.2K
$1.1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.52K+ 21.12% |
$312K - $346K
|
25.9K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.42K+ 14.94% |
$305K - $338K
|
34K
$2.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.34K+ 11.46% |
$299K - $331K
|
42.2K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.31K+ 3.66% |
$298K - $329K
|
122K
$9.46M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$289K - $320K
|
4.19K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.13KNew |
$285K - $316K
|
4.13K
$320K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 17.59% |
$245K - $271K
|
23.7K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 6.51% |
$240K - $266K
|
57K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$229K - $253K
|
3.32K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.04KNew |
$210K - $232K
|
3.04K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.8KNew |
$194K - $214K
|
2.8K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.77KNew |
$191K - $211K
|
2.77K
$214K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$190K - $210K
|
2.75K
$213K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.74KNew |
$189K - $209K
|
2.74K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.71K+ 13.4% |
$187K - $207K
|
23K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
2.65KNew |
$183K - $202K
|
2.65K
$205K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.62K+ 8.47% |
$181K - $200K
|
33.6K
$2.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.62KNew |
$181K - $200K
|
2.62K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.44K+ 23.52% |
$168K - $186K
|
12.8K
$992K
|