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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2021
Q2 2021
|
Eukles Asset Management
|
BUY
|
- |
559+ 1.65% |
$35.8K - $38.2K
|
34.5K
$2.67M
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
500+ 23.53% |
$32K - $34.2K
|
2.63K
$203K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
457+ 12.23% |
$29.2K - $31.2K
|
4.2K
$325K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
392+ 22.45% |
$25.1K - $26.8K
|
2.14K
$166K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
342+ 6.42% |
$21.9K - $23.4K
|
5.67K
$439K
|
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
242+ 6.28% |
$15.5K - $16.5K
|
4.09K
$317K
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
239+ 49.69% |
$15.3K - $16.3K
|
720
$55.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
229+ 9.37% |
$14.7K - $15.7K
|
2.67K
$207K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
216New |
$13.8K - $14.8K
|
216
$16.7K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
166+ 0.96% |
$10.6K - $11.3K
|
17.4K
$1.35M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
156+ 4.47% |
$9.98K - $10.7K
|
3.65K
$282K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
152+ 4.27% |
$9.73K - $10.4K
|
3.71K
$288K
|
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
125+ 2.4% |
$8K - $8.54K
|
5.34K
$413K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
84+ 1.01% |
$5.38K - $5.74K
|
8.43K
$652K
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
60+ 4.21% |
$3.84K - $4.1K
|
1.49K
$115K
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
56+ 23.05% |
$3.58K - $3.83K
|
299
$23.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 0.52% |
$1.47K - $1.57K
|
4.47K
$346K
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
15+ 0.33% |
$960 - $1.03K
|
4.49K
$348K
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.23% |
$640 - $684
|
4.35K
$337K
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.07% |
$192 - $205
|
4.1K
$317K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$128 - $137
|
14K
$1.08M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.22% |
$64 - $68.4
|
449
$34.8K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17- 15.89% |
$1.09K - $1.16K
|
90
$6.97K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22- 0.21% |
$1.41K - $1.5K
|
10.6K
$821K
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-25- 8.45% |
$1.6K - $1.71K
|
271
$21K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-108- 1.88% |
$6.91K - $7.38K
|
5.63K
$436K
|
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-113- 2.08% |
$7.23K - $7.72K
|
5.32K
$412K
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-127Closed |
$8.13K - $8.68K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-129- 3.36% |
$8.25K - $8.82K
|
3.71K
$287K
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-171- 2.63% |
$10.9K - $11.7K
|
6.33K
$490K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-177- 19.05% |
$11.3K - $12.1K
|
752
$58.2K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-275- 26.09% |
$17.6K - $18.8K
|
779
$60.3K
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-318- 13.98% |
$20.3K - $21.7K
|
1.96K
$151K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-321- 26.01% |
$20.5K - $21.9K
|
913
$70.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-462- 12.29% |
$29.6K - $31.6K
|
3.3K
$255K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-498Closed |
$31.9K - $34K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-568Closed |
$36.3K - $38.8K
|
0
$0
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-786- 1.31% |
$50.3K - $53.7K
|
59.4K
$4.6M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-809- 1.09% |
$51.8K - $55.3K
|
73.7K
$5.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-850- 4.59% |
$54.4K - $58.1K
|
17.7K
$1.37M
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-884- 3.66% |
$56.6K - $60.4K
|
23.3K
$1.8M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-887- 1.6% |
$56.8K - $60.6K
|
54.4K
$4.21M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-976- 8.86% |
$62.5K - $66.7K
|
10K
$778K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.05K- 10.94% |
$67.1K - $71.7K
|
8.54K
$661K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.23K- 5.63% |
$78.8K - $84.1K
|
20.6K
$1.6M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.5K- 1.35% |
$96.2K - $103K
|
110K
$8.48M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52K- 4.14% |
$97.3K - $104K
|
35.3K
$2.73M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.69KClosed |
$108K - $115K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.93K- 3.68% |
$124K - $132K
|
50.6K
$3.92M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.13K- 13.89% |
$136K - $146K
|
13.2K
$1.02M
|