Purchases and Sales Made in Q2 2023 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q2 2023. 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 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62.8K+ 95.67% |
$3.91M - $4.21M
|
128K
$9.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.3K+ 70.7% |
$3.32M - $3.57M
|
129K
$9.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.5K+ 319.79% |
$3.08M - $3.32M
|
64.9K
$5.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.1K+ 12.34% |
$2.68M - $2.89M
|
392K
$30.4M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40.7K+ 55.66% |
$2.54M - $2.73M
|
114K
$8.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.2KNew |
$2.13M - $2.29M
|
34.2K
$2.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.5K+ 18.51% |
$1.4M - $1.51M
|
144K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21K+ 160.65% |
$1.31M - $1.41M
|
34.1K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 6.85% |
$1.09M - $1.18M
|
274K
$21.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.06M - $1.14M
|
17K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.5K+ 305.29% |
$964K - $1.04M
|
20.5K
$1.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
15.1K+ 200.0% |
$941K - $1.01M
|
22.7K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 1.54% |
$906K - $975K
|
957K
$74.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14K+ 1.54% |
$873K - $939K
|
921K
$71.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
13.8K+ 2979.91% |
$860K - $925K
|
14.3K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 12.14% |
$687K - $739K
|
102K
$7.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.56K+ 77.5% |
$596K - $641K
|
21.9K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.43K+ 85.8% |
$588K - $632K
|
20.4K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.27K+ 68.92% |
$578K - $622K
|
22.7K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.31K+ 35.44% |
$518K - $557K
|
31.7K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.24K+ 5.2% |
$451K - $485K
|
146K
$11.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.97KNew |
$434K - $467K
|
6.97K
$540K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
6.95K+ 6.63% |
$433K - $466K
|
112K
$8.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.58K+ 2.66% |
$410K - $441K
|
254K
$19.7M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.83K+ 42.46% |
$364K - $391K
|
19.6K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.82K+ 10.87% |
$300K - $323K
|
49.1K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.81K+ 4.0% |
$300K - $322K
|
125K
$9.68M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.75KNew |
$296K - $318K
|
4.75K
$367K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.22KNew |
$263K - $283K
|
4.22K
$327K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.18KNew |
$260K - $280K
|
4.18K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.17KNew |
$260K - $280K
|
4.17K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.03K+ 14.31% |
$251K - $270K
|
32.2K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$245K - $264K
|
3.93K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.73K+ 22.49% |
$232K - $250K
|
20.3K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.72KNew |
$232K - $249K
|
3.72K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.66K+ 10.2% |
$228K - $246K
|
39.6K
$3.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.63KNew |
$226K - $244K
|
3.63K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.56KNew |
$222K - $239K
|
3.56K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$200K - $215K
|
3.21K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.15K+ 0.73% |
$196K - $211K
|
435K
$33.7M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.37K+ 23.55% |
$148K - $159K
|
12.4K
$963K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.36K+ 3.87% |
$147K - $158K
|
63.4K
$4.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
2.31K+ 5.72% |
$144K - $155K
|
42.6K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.27K+ 9.55% |
$142K - $152K
|
26.1K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24K+ 2.18% |
$139K - $150K
|
105K
$8.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.05K+ 5.29% |
$128K - $138K
|
40.8K
$3.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.79K+ 0.64% |
$111K - $120K
|
279K
$21.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.75K+ 2.54% |
$109K - $117K
|
70.4K
$5.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.73K+ 9.12% |
$108K - $116K
|
20.7K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 17.58% |
$87.9K - $94.6K
|
9.44K
$731K
|