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 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.83K- 7.21% |
$264K - $292K
|
49.3K
$3.82M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.54K- 11.53% |
$383K - $423K
|
42.6K
$3.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.91K- 6.93% |
$408K - $451K
|
79.3K
$6.14M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7.89K- 17.82% |
$544K - $602K
|
36.4K
$2.82M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.12K- 25.83% |
$561K - $620K
|
23.3K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.63K- 8.41% |
$596K - $659K
|
94K
$7.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8.76K- 20.59% |
$605K - $669K
|
33.8K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.07K- 8.56% |
$626K - $692K
|
96.9K
$7.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.69K- 21.59% |
$669K - $740K
|
35.2K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4KClosed |
$784K - $868K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.6K- 18.36% |
$800K - $886K
|
51.6K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.4K- 40.37% |
$853K - $945K
|
18.3K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.7K- 57.9% |
$1.01M - $1.12M
|
10.7K
$825K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.8K- 5.02% |
$1.23M - $1.36M
|
336K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.7K- 22.39% |
$1.57M - $1.73M
|
78.7K
$6.09M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29K- 10.06% |
$2M - $2.22M
|
259K
$20.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.2K- 5.85% |
$2.36M - $2.61M
|
551K
$42.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-38.2K- 15.92% |
$2.63M - $2.91M
|
201K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.8K- 4.49% |
$2.81M - $3.11M
|
866K
$67.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.8K- 48.46% |
$4.06M - $4.49M
|
62.5K
$4.84M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-59.3K- 5.68% |
$4.09M - $4.53M
|
984K
$76.2M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-73.6K- 66.37% |
$5.08M - $5.62M
|
37.3K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 28.98% |
$7.3M - $8.08M
|
259K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-203K- 8.79% |
$14M - $15.5M
|
2.11M
$164M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-203K- 8.79% |
$14M - $15.5M
|
2.11M
$164M
|