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 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-70- 2.31% |
$4.83K - $5.35K
|
2.96K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-94- 2.25% |
$6.49K - $7.18K
|
4.08K
$316K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-106- 1.81% |
$7.32K - $8.1K
|
5.75K
$445K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-128- 1.74% |
$8.83K - $9.78K
|
7.21K
$559K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-153- 1.74% |
$10.6K - $11.7K
|
8.62K
$667K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-154- 1.81% |
$10.6K - $11.8K
|
8.34K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-159- 4.57% |
$11K - $12.1K
|
3.32K
$257K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 2.87% |
$11.5K - $12.7K
|
5.61K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-178- 27.43% |
$12.3K - $13.6K
|
471
$36.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-201- 2.87% |
$13.9K - $15.4K
|
6.8K
$526K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-234- 0.96% |
$16.1K - $17.9K
|
24.1K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-291- 2.5% |
$20.1K - $22.2K
|
11.3K
$878K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-313- 2.59% |
$21.6K - $23.9K
|
11.8K
$910K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-327- 2.39% |
$22.6K - $25K
|
13.3K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-363- 3.84% |
$25.1K - $27.7K
|
9.08K
$703K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-425- 6.77% |
$29.3K - $32.5K
|
5.86K
$453K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-428- 5.52% |
$29.5K - $32.7K
|
7.32K
$567K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-431- 3.54% |
$29.7K - $32.9K
|
11.8K
$910K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-475- 3.78% |
$32.8K - $36.3K
|
12.1K
$937K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-538- 2.85% |
$37.1K - $41.1K
|
18.3K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-545- 3.4% |
$37.6K - $41.6K
|
15.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-598- 4.23% |
$41.3K - $45.7K
|
13.6K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-694- 5.65% |
$47.9K - $53K
|
11.6K
$898K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-793- 3.1% |
$54.7K - $60.6K
|
24.7K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-795- 1.81% |
$54.9K - $60.7K
|
43.1K
$3.34M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-825- 9.17% |
$56.9K - $63K
|
8.17K
$633K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-855- 4.48% |
$59K - $65.3K
|
18.2K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-863- 17.55% |
$59.6K - $65.9K
|
4.05K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-944- 5.84% |
$65.1K - $72.1K
|
15.2K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 13.74% |
$73.9K - $81.8K
|
6.72K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.13K- 12.68% |
$78.2K - $86.5K
|
7.8K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.18K- 14.43% |
$81.1K - $89.7K
|
6.97K
$540K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.21K- 21.13% |
$83.5K - $92.4K
|
4.52K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 21.71% |
$96.5K - $107K
|
5.04K
$390K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.44K- 3.77% |
$99.4K - $110K
|
36.7K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.46K- 11.09% |
$101K - $112K
|
11.7K
$908K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.51K- 2.69% |
$104K - $116K
|
54.8K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 15.06% |
$105K - $117K
|
8.61K
$667K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.53K- 2.93% |
$105K - $117K
|
50.6K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.57K- 27.65% |
$108K - $120K
|
4.11K
$318K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 1.0% |
$143K - $158K
|
205K
$15.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.08K- 34.14% |
$144K - $159K
|
4.02K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.1K- 16.42% |
$145K - $160K
|
10.7K
$828K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.19K- 10.16% |
$151K - $168K
|
19.4K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.3K- 4.07% |
$159K - $176K
|
54.2K
$4.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 3.3% |
$184K - $204K
|
78K
$6.04M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.81K- 12.71% |
$194K - $215K
|
19.3K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.51K- 5.23% |
$242K - $268K
|
63.6K
$4.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.64K- 84.06% |
$251K - $278K
|
690
$53.4K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.83K- 15.71% |
$264K - $292K
|
20.5K
$1.59M
|