Purchases and Sales Made in Q2 2022 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
645New |
$39.4K - $46.9K
|
645
$49.9K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
607+ 17.64% |
$37K - $44.1K
|
4.05K
$313K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
602+ 1.06% |
$36.7K - $43.7K
|
57.3K
$4.44M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
573+ 20.05% |
$35K - $41.6K
|
3.43K
$266K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
524New |
$32K - $38.1K
|
524
$40.6K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
474+ 6.82% |
$28.9K - $34.4K
|
7.42K
$575K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
412New |
$25.1K - $29.9K
|
412
$31.9K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
351+ 2.43% |
$21.4K - $25.5K
|
14.8K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
310+ 1.86% |
$18.9K - $22.5K
|
17K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
296New |
$18.1K - $21.5K
|
296
$22.9K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
286+ 11.59% |
$17.4K - $20.8K
|
2.75K
$213K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
237+ 0.64% |
$14.5K - $17.2K
|
37.4K
$2.89M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
190New |
$11.6K - $13.8K
|
190
$14.7K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
167+ 0.76% |
$10.2K - $12.1K
|
22.1K
$1.71M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
138+ 0.22% |
$8.42K - $10K
|
62.1K
$4.81M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
115+ 0.86% |
$7.02K - $8.35K
|
13.4K
$1.04M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
114+ 2.83% |
$6.96K - $8.28K
|
4.15K
$321K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
94+ 0.32% |
$5.73K - $6.83K
|
29.1K
$2.26M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
91+ 2.12% |
$5.55K - $6.61K
|
4.38K
$339K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
70+ 0.37% |
$4.27K - $5.09K
|
18.8K
$1.46M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
35+ 0.38% |
$2.14K - $2.54K
|
9.23K
$715K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22+ 0.53% |
$1.34K - $1.6K
|
4.2K
$325K
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
20+ 0.45% |
$1.22K - $1.45K
|
4.51K
$349K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.32% |
$854 - $1.02K
|
4.45K
$345K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.15% |
$305 - $363
|
3.38K
$262K
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3+ 0.07% |
$183 - $218
|
4.29K
$332K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.16% |
$549 - $654
|
5.79K
$448K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 1.09% |
$915 - $1.09K
|
1.36K
$105K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 4.58% |
$1.95K - $2.32K
|
666
$51.6K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-35- 4.95% |
$2.14K - $2.54K
|
672
$52K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-82- 0.71% |
$5K - $5.96K
|
11.5K
$892K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-85- 9.7% |
$5.19K - $6.18K
|
791
$61.3K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-88- 1.7% |
$5.37K - $6.39K
|
5.08K
$393K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-92- 1.45% |
$5.61K - $6.68K
|
6.24K
$483K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-118- 2.96% |
$7.2K - $8.57K
|
3.87K
$300K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-167- 1.96% |
$10.2K - $12.1K
|
8.34K
$646K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-184- 1.54% |
$11.2K - $13.4K
|
11.8K
$911K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-186- 0.19% |
$11.3K - $13.5K
|
95.3K
$7.38M
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-247- 5.51% |
$15.1K - $17.9K
|
4.24K
$328K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-277- 2.52% |
$16.9K - $20.1K
|
10.7K
$830K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-295- 4.75% |
$18K - $21.4K
|
5.92K
$458K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-314Closed |
$19.2K - $22.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-326- 72.12% |
$19.9K - $23.7K
|
126
$9.76K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-354- 0.19% |
$21.6K - $25.7K
|
187K
$14.5M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-414- 9.77% |
$25.3K - $30.1K
|
3.82K
$296K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-457- 0.64% |
$27.9K - $33.2K
|
71.2K
$5.52M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-510- 10.38% |
$31.1K - $37.1K
|
4.4K
$341K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-521- 77.76% |
$31.8K - $37.9K
|
149
$11.5K
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
SELL
|
- |
-537- 1.74% |
$32.8K - $39K
|
30.4K
$2.35M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-558- 2.94% |
$34K - $40.5K
|
18.4K
$1.43M
|