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 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 1.91% |
$65.5K - $70.5K
|
56.2K
$4.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
970+ 1.59% |
$60.5K - $65K
|
61.9K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
954+ 14.83% |
$59.5K - $64K
|
7.39K
$572K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
840+ 15.48% |
$52.3K - $56.3K
|
6.27K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
833+ 3.27% |
$51.9K - $55.8K
|
26.3K
$2.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
809+ 9.01% |
$50.4K - $54.2K
|
9.79K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
788+ 1.4% |
$49.1K - $52.8K
|
57.3K
$4.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
783+ 0.34% |
$48.8K - $52.5K
|
229K
$17.7M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
783+ 1.84% |
$48.8K - $52.5K
|
43.3K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
775+ 2.92% |
$48.3K - $52K
|
27.3K
$2.12M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
754+ 15.0% |
$47K - $50.5K
|
5.78K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
705+ 2.93% |
$43.9K - $47.3K
|
24.8K
$1.92M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
622+ 4.21% |
$38.8K - $41.7K
|
15.4K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
609+ 10.11% |
$38K - $40.8K
|
6.64K
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
477+ 0.4% |
$29.7K - $32K
|
119K
$9.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
467+ 2.92% |
$29.1K - $31.3K
|
16.5K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
421+ 7.44% |
$26.2K - $28.2K
|
6.08K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
343+ 7.39% |
$21.4K - $23K
|
4.99K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
224+ 1.91% |
$14K - $15K
|
12K
$926K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
215New |
$13.4K - $14.4K
|
215
$16.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
139New |
$8.66K - $9.32K
|
139
$10.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
134+ 44.67% |
$8.35K - $8.98K
|
434
$33.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
123+ 3.58% |
$7.67K - $8.25K
|
3.56K
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 8.77% |
$6.98K - $7.51K
|
1.39K
$108K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
111+ 13.47% |
$6.92K - $7.44K
|
935
$72.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89+ 0.61% |
$5.55K - $5.97K
|
14.8K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 1.76% |
$3.12K - $3.35K
|
2.89K
$224K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 0.82% |
$3.12K - $3.35K
|
6.15K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49New |
$3.05K - $3.28K
|
49
$3.79K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
26+ 0.14% |
$1.62K - $1.74K
|
18.8K
$1.46M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.37% |
$1.37K - $1.47K
|
6K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 0.46% |
$1.31K - $1.41K
|
4.62K
$357K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
18+ 0.42% |
$1.12K - $1.21K
|
4.33K
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.28% |
$686 - $737
|
3.91K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.15% |
$561 - $603
|
5.94K
$460K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.22% |
$374 - $402
|
2.79K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.12% |
$312 - $335
|
4.31K
$334K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.53% |
$249 - $268
|
756
$58.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.03% |
$62.3 - $67
|
3.23K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$62.3 - $67
|
129
$9.99K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2- 0.05% |
$125 - $134
|
4.17K
$323K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-23- 0.23% |
$1.43K - $1.54K
|
9.81K
$759K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-24- 0.27% |
$1.5K - $1.61K
|
8.89K
$688K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-44- 0.89% |
$2.74K - $2.95K
|
4.89K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-59- 1.02% |
$3.68K - $3.96K
|
5.74K
$444K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-72- 0.64% |
$4.49K - $4.83K
|
11.1K
$860K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-74- 2.74% |
$4.61K - $4.96K
|
2.62K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 2.43% |
$6.23K - $6.7K
|
4.02K
$311K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-108- 1.28% |
$6.73K - $7.24K
|
8.31K
$643K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-132- 2.0% |
$8.23K - $8.85K
|
6.48K
$502K
|