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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.41K+ 54.37% |
$166K - $184K
|
6.83K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.37K+ 8.86% |
$163K - $181K
|
29.1K
$2.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.35K+ 5.08% |
$162K - $179K
|
48.5K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 1.48% |
$153K - $169K
|
152K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.83K+ 8.21% |
$126K - $140K
|
24.1K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 0.89% |
$120K - $133K
|
198K
$15.3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 55.56% |
$112K - $124K
|
4.55K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.61K+ 6.74% |
$111K - $123K
|
25.4K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.44K+ 6.43% |
$99.2K - $110K
|
23.8K
$1.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.2K+ 14.55% |
$82.9K - $91.7K
|
9.46K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.19K+ 34.86% |
$82K - $90.7K
|
4.6K
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
1.16K+ 3.29% |
$80.3K - $88.8K
|
36.6K
$2.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
963New |
$66.5K - $73.6K
|
963
$74.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
862New |
$59.5K - $65.8K
|
862
$66.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
591+ 7.53% |
$40.8K - $45.1K
|
8.44K
$654K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
479+ 14.19% |
$33.1K - $36.6K
|
3.85K
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
375+ 1.49% |
$25.9K - $28.6K
|
25.5K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180+ 3.45% |
$12.4K - $13.7K
|
5.39K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
170+ 0.8% |
$11.7K - $13K
|
21.4K
$1.65M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
152+ 20.08% |
$10.5K - $11.6K
|
909
$70.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
120+ 9.98% |
$8.28K - $9.17K
|
1.32K
$102K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
104+ 1.46% |
$7.18K - $7.94K
|
7.25K
$561K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
76+ 3.35% |
$5.24K - $5.8K
|
2.35K
$182K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
64+ 2.41% |
$4.42K - $4.89K
|
2.72K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$3.04K - $3.36K
|
44
$3.41K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$2.76K - $3.06K
|
40
$3.1K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
39+ 0.47% |
$2.69K - $2.98K
|
8.29K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
37+ 1.08% |
$2.55K - $2.83K
|
3.45K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35New |
$2.42K - $2.67K
|
35
$2.71K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32+ 1.06% |
$2.21K - $2.44K
|
3.05K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
27+ 4.5% |
$1.86K - $2.06K
|
627
$48.6K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25+ 0.74% |
$1.73K - $1.91K
|
3.43K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.36% |
$1.52K - $1.68K
|
6.12K
$474K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 0.38% |
$1.24K - $1.37K
|
4.69K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
17+ 0.39% |
$1.17K - $1.3K
|
4.4K
$340K
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
12+ 0.06% |
$828 - $917
|
19.9K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12+ 0.41% |
$828 - $917
|
2.93K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
12+ 0.28% |
$828 - $917
|
4.34K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.25% |
$690 - $764
|
3.95K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.18% |
$483 - $535
|
3.96K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 1.13% |
$414 - $458
|
536
$41.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.26% |
$138 - $153
|
763
$59.1K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.02% |
$69 - $76.4
|
5.63K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 10.08% |
$828 - $917
|
107
$8.29K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16- 0.09% |
$1.1K - $1.22K
|
18.7K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-23- 0.75% |
$1.59K - $1.76K
|
3.04K
$235K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.09% |
$1.73K - $1.91K
|
27.3K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-30- 0.38% |
$2.07K - $2.29K
|
7.86K
$608K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 13.29% |
$3.17K - $3.51K
|
300
$23.2K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-66- 0.66% |
$4.55K - $5.04K
|
9.91K
$767K
|