Purchases and Sales Made in Q2 2021 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
411KNew |
$26.3M - $28.1M
|
411K
$31.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
272KNew |
$17.4M - $18.6M
|
272K
$21M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
193K+ 647.88% |
$12.3M - $13.2M
|
223K
$17.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 21.91% |
$9.98M - $10.7M
|
867K
$67.1M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
83.6KNew |
$5.35M - $5.71M
|
83.6K
$6.47M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.3K+ 52.13% |
$4.76M - $5.08M
|
217K
$16.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.2K+ 18.25% |
$4.43M - $4.73M
|
448K
$34.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48.3KNew |
$3.09M - $3.3M
|
48.3K
$3.74M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
36.7K+ 240.68% |
$2.35M - $2.51M
|
51.9K
$4.02M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.8K+ 52.37% |
$1.78M - $1.9M
|
80.8K
$6.25M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
22.4K+ 2.25% |
$1.44M - $1.53M
|
1.02M
$79M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.7K+ 31.67% |
$1.33M - $1.42M
|
86.2K
$6.67M
|
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18.6K+ 339.95% |
$1.19M - $1.27M
|
24K
$1.86M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.6K+ 50309.68% |
$998K - $1.07M
|
15.6K
$1.21M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$851K - $909K
|
13.3K
$1.03M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$740K - $791K
|
11.6K
$896K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.87K+ 5.78% |
$567K - $606K
|
162K
$12.6M
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.38KNew |
$536K - $573K
|
8.38K
$648K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.33K+ 1.53% |
$533K - $569K
|
554K
$42.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.7K+ 16.2% |
$493K - $526K
|
55.2K
$4.28M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.48K+ 13.55% |
$478K - $511K
|
62.7K
$4.85M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.28K+ 67.03% |
$466K - $498K
|
18.2K
$1.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.85K+ 4.18% |
$438K - $468K
|
171K
$13.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.62K+ 105.87% |
$423K - $452K
|
12.9K
$996K
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.36K+ 8.3% |
$407K - $435K
|
83.1K
$6.43M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.02K+ 7.89% |
$385K - $411K
|
82.3K
$6.37M
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.89KNew |
$377K - $402K
|
5.89K
$456K
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
BUY
|
- |
5.21K+ 14.66% |
$334K - $356K
|
40.8K
$3.16M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.77K+ 61.39% |
$305K - $326K
|
12.5K
$970K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.32K+ 7.12% |
$276K - $295K
|
65K
$5.03M
|
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.28KNew |
$274K - $292K
|
4.28K
$331K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.06K+ 8.3% |
$260K - $277K
|
52.9K
$4.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
4KNew |
$256K - $273K
|
4K
$310K
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.51K+ 19.16% |
$224K - $240K
|
21.8K
$1.69M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.42K+ 13.8% |
$219K - $234K
|
28.2K
$2.18M
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.42K+ 13.8% |
$219K - $234K
|
28.2K
$2.18M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.24KNew |
$208K - $222K
|
3.24K
$251K
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3.07K+ 1420.83% |
$196K - $210K
|
3.29K
$254K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.05K+ 15.75% |
$195K - $209K
|
22.4K
$1.74M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.74KNew |
$175K - $187K
|
2.74K
$212K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 4.65% |
$165K - $177K
|
58.1K
$4.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.07K+ 2.06% |
$132K - $141K
|
102K
$7.93M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1.96K+ 22.68% |
$125K - $134K
|
10.6K
$820K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.93K+ 33.41% |
$123K - $132K
|
7.7K
$596K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.67K+ 18.48% |
$107K - $114K
|
10.7K
$826K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 2.99% |
$96.2K - $103K
|
51.7K
$4.01M
|
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.48KNew |
$94.4K - $101K
|
1.48K
$114K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.08K+ 10.22% |
$69K - $73.7K
|
11.6K
$900K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.06K+ 2.57% |
$67.6K - $72.2K
|
42.1K
$3.26M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
852+ 1.41% |
$54.5K - $58.2K
|
61.2K
$4.73M
|