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 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-166- 2.42% |
$10.3K - $11.1K
|
6.7K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-187- 2.27% |
$11.7K - $12.5K
|
8.06K
$624K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-232- 1.11% |
$14.5K - $15.6K
|
20.7K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-236- 0.8% |
$14.7K - $15.8K
|
29.4K
$2.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-251- 2.65% |
$15.6K - $16.8K
|
9.21K
$713K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-269- 2.97% |
$16.8K - $18K
|
8.78K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-303- 6.64% |
$18.9K - $20.3K
|
4.26K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-321- 9.59% |
$20K - $21.5K
|
3.03K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-399- 4.37% |
$24.9K - $26.7K
|
8.74K
$677K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 5.99% |
$24.9K - $26.8K
|
6.28K
$486K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-404- 0.92% |
$25.2K - $27.1K
|
43.7K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 51.64% |
$27.5K - $29.6K
|
413
$32K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-441- 0.91% |
$27.5K - $29.6K
|
48.2K
$3.73M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-450- 8.08% |
$28K - $30.2K
|
5.12K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-453- 12.65% |
$28.2K - $30.4K
|
3.13K
$242K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-459- 4.71% |
$28.6K - $30.8K
|
9.28K
$718K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-521- 0.97% |
$32.5K - $34.9K
|
53K
$4.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-788- 9.67% |
$49.1K - $52.8K
|
7.36K
$570K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-858- 2.67% |
$53.5K - $57.5K
|
31.3K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-862- 0.63% |
$53.7K - $57.8K
|
135K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-979- 12.19% |
$61K - $65.6K
|
7.06K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-980- 79.67% |
$61.1K - $65.7K
|
250
$19.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 34.45% |
$62.3K - $67K
|
1.9K
$147K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.53K- 8.03% |
$95K - $102K
|
17.5K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 17.35% |
$98K - $105K
|
7.49K
$580K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.62K- 11.36% |
$101K - $108K
|
12.6K
$977K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-1.66K- 6.02% |
$104K - $111K
|
25.9K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.9K- 17.66% |
$118K - $127K
|
8.85K
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.05K- 7.34% |
$128K - $137K
|
25.8K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 30.67% |
$167K - $179K
|
6.05K
$468K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.83K- 45.2% |
$176K - $189K
|
3.43K
$265K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.83K- 19.92% |
$176K - $190K
|
11.4K
$881K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.97K- 5.07% |
$185K - $199K
|
55.6K
$4.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 3.51% |
$190K - $205K
|
84.1K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.51K- 53.81% |
$218K - $235K
|
3.01K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.56K- 5.73% |
$222K - $239K
|
58.6K
$4.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.3K- 4.59% |
$268K - $288K
|
89.4K
$6.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.3K- 8.54% |
$330K - $355K
|
56.8K
$4.4M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.39K- 11.66% |
$336K - $361K
|
40.8K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.42K- 11.67% |
$338K - $364K
|
41.1K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.53K- 7.99% |
$345K - $371K
|
63.7K
$4.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.62K- 29.05% |
$412K - $444K
|
16.2K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.9K- 26.06% |
$1.12M - $1.2M
|
50.8K
$3.93M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.9K- 26.06% |
$1.12M - $1.2M
|
50.8K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.1K- 32.98% |
$1.19M - $1.28M
|
38.9K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-31.4K- 69.56% |
$1.96M - $2.1M
|
13.7K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.1K- 11.64% |
$2M - $2.15M
|
244K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.7K- 45.32% |
$2.72M - $2.93M
|
52.7K
$4.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-48.3K- 18.98% |
$3.01M - $3.24M
|
206K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.4K- 10.62% |
$3.02M - $3.25M
|
408K
$31.6M
|