Purchases and Sales Made in Q2 2024 in First Tr Large Cap Value (FTA)

FTA Quotes by TradingView

This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q2 2024. 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 11, 2024 Q2 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
91.8K
+ 31.95%
$6.64M - $6.98M
379K $29.5M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
25K
+ 26.02%
$1.81M - $1.9M
121K $9.39M
Aug 14, 2024 Q2 2024
Rmr Capital Management, LLC

Tustin, CA
BUY
 -
19.8K
New
$1.44M - $1.51M
19.8K $1.54M
Aug 13, 2024 Q2 2024
Prospera Financial Services Inc

BUY
 -
19.7K
+ 78.5%
$1.43M - $1.5M
44.9K $3.49M
Jul 18, 2024 Q2 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
16.4K
New
$1.19M - $1.24M
16.4K $1.27M
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
10.9K
+ 41.93%
$787K - $827K
36.8K $2.86M
Aug 14, 2024 Q2 2024
Gts Securities LLC

New York, NY
BUY
 -
10.4K
+ 94.45%
$754K - $792K
21.5K $1.67M
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
7.22K
New
$522K - $549K
7.22K $561K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
7.01K
+ 16.47%
$507K - $533K
49.6K $3.85M
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
6.66K
+ 26.21%
$482K - $506K
32.1K $2.49M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
5.98K
New
$433K - $455K
5.98K $465K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
5.55K
New
$402K - $422K
5.55K $431K
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
4.67K
+ 4.96%
$338K - $355K
98.7K $7.67M
Jul 29, 2024 Q2 2024
Arkadios Wealth Advisors

BUY
 -
3.63K
+ 5.71%
$263K - $276K
67.2K $5.22M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
3.35K
New
$242K - $254K
3.35K $260K
Jul 12, 2024 Q2 2024
Koshinski Asset Management, Inc.

BUY
 -
3.14K
New
$227K - $239K
3.14K $244K
Aug 13, 2024 Q2 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.93K
New
$212K - $223K
2.93K $227K
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.89K
+ 5.86%
$209K - $220K
52.2K $4.06M
Aug 12, 2024 Q2 2024
Concorde Asset Management, LLC

BUY
 -
2.88K
New
$209K - $219K
2.88K $224K
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
2.85K
New
$206K - $217K
2.85K $222K
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
2.67K
+ 11.08%
$193K - $203K
26.7K $2.08M
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
2.47K
+ 36.09%
$178K - $187K
9.3K $722K
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
2.29K
+ 1.88%
$166K - $174K
124K $9.67M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.19K
+ 0.74%
$159K - $167K
300K $23.3M
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.16K
+ 47.0%
$156K - $164K
6.76K $525K
Aug 07, 2024 Q2 2024
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
2.05K
+ 8.61%
$148K - $156K
25.8K $2.01M
Aug 02, 2024 Q2 2024
9258 Wealth Management, LLC

BUY
 -
1.96K
+ 19.14%
$141K - $149K
12.2K $945K
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.85K
+ 5.45%
$134K - $141K
35.9K $2.79M
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
1.74K
New
$126K - $132K
1.74K $135K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.6K
+ 0.57%
$116K - $122K
281K $21.8M
Jul 09, 2024 Q2 2024
Park Avenue Securities LLC

BUY
 -
1.54K
+ 6.05%
$111K - $117K
27K $2.1M
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.43K
+ 12.54%
$103K - $108K
12.8K $993K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.4K
+ 9.19%
$101K - $106K
16.6K $1.29M
Jul 17, 2024 Q2 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
1.05K
+ 4.56%
$75.8K - $79.6K
24K $1.87M
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.05K
+ 115.07%
$75.7K - $79.5K
1.96K $152K
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
1.04K
New
$75K - $78.8K
1.04K $80.6K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
997
New
$72.1K - $75.8K
997 $77.5K
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
931
+ 20.48%
$67.4K - $70.8K
5.48K $426K
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
850
+ 0.88%
$61.5K - $64.6K
97.7K $7.59M
Jul 26, 2024 Q2 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
846
+ 6.6%
$61.2K - $64.3K
13.7K $1.06M
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
842
+ 2.51%
$60.9K - $64K
34.4K $2.68M
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
824
+ 1.39%
$59.6K - $62.6K
60.1K $4.67M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
747
+ 10.99%
$54.1K - $56.8K
7.54K $586K
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
672
+ 4.17%
$48.6K - $51.1K
16.8K $1.31M
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
660
+ 145.7%
$47.8K - $50.2K
1.11K $86.5K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
331
+ 38.4%
$24K - $25.2K
1.19K $92.7K
Aug 01, 2024 Q2 2024
Eukles Asset Management

BUY
 -
290
+ 2.47%
$21K - $22K
12K $933K
Jul 24, 2024 Q2 2024
True Wealth Advisors, LLC

BUY
 -
289
+ 7.5%
$20.9K - $22K
4.14K $322K
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
210
+ 1.48%
$15.2K - $16K
14.4K $1.12M

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