Purchases and Sales Made in Q3 2020 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
173K+ 53.5% |
$7.5M - $8.52M
|
496K
$40.1M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
52.8K+ 6.27% |
$2.29M - $2.6M
|
894K
$72.3M
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47KNew |
$2.04M - $2.31M
|
47K
$3.8M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.3K+ 14.67% |
$1.97M - $2.23M
|
354K
$28.7M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
44.5K+ 54.41% |
$1.93M - $2.19M
|
126K
$10.2M
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6K+ 321.98% |
$1.33M - $1.5M
|
40K
$3.24M
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.9K+ 52.82% |
$1.08M - $1.23M
|
72.2K
$5.84M
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.7K+ 66.93% |
$986K - $1.12M
|
56.7K
$4.59M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.4K+ 41.79% |
$841K - $955K
|
65.8K
$5.32M
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.2K+ 57.5% |
$788K - $894K
|
49.7K
$4.02M
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.4K+ 109.38% |
$754K - $857K
|
33.3K
$2.69M
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
BUY
|
- |
16.4KNew |
$711K - $807K
|
16.4K
$1.33M
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
13.3K+ 2666.06% |
$576K - $654K
|
13.8K
$1.11M
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 38.77% |
$529K - $601K
|
43.7K
$3.53M
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.2K+ 161.0% |
$484K - $550K
|
18.1K
$1.46M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$466K - $529K
|
10.7K
$869K
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
9.46K+ 37.1% |
$410K - $466K
|
34.9K
$2.83M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.1K+ 6.48% |
$308K - $350K
|
117K
$9.44M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6.73K+ 2.36% |
$292K - $331K
|
291K
$23.6M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 22.04% |
$279K - $317K
|
35.6K
$2.88M
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.88KNew |
$255K - $289K
|
5.88K
$475K
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.87KNew |
$255K - $289K
|
5.87K
$475K
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.83K+ 67.74% |
$253K - $287K
|
14.4K
$1.17M
|
|
Nov 12, 2020
Q3 2020
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.79K+ 12.14% |
$251K - $285K
|
53.5K
$4.33M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.34K+ 30.34% |
$232K - $263K
|
22.9K
$1.86M
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
5K+ 60.73% |
$217K - $246K
|
13.2K
$1.07M
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.59K+ 28.54% |
$199K - $226K
|
20.7K
$1.67M
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
4.58KNew |
$199K - $226K
|
4.58K
$371K
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.99K+ 11.31% |
$173K - $197K
|
39.3K
$3.18M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.94K+ 1.9% |
$171K - $194K
|
211K
$17.1M
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.78K+ 20.0% |
$164K - $186K
|
22.7K
$1.83M
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 41.72% |
$141K - $160K
|
11K
$893K
|
|
Oct 28, 2020
Q3 2020
|
Lvz, Inc.
|
BUY
|
- |
3.2K+ 15.8% |
$139K - $158K
|
23.5K
$1.9M
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
BUY
|
- |
2.72K+ 5.12% |
$118K - $134K
|
55.8K
$4.51M
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.64K+ 51.37% |
$114K - $130K
|
7.78K
$629K
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.46KNew |
$107K - $121K
|
2.46K
$199K
|
|
Nov 10, 2020
Q3 2020
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.02K+ 34.81% |
$87.5K - $99.3K
|
7.81K
$631K
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.83K+ 24.07% |
$79.5K - $90.3K
|
9.45K
$764K
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.45K+ 62.47% |
$63K - $71.6K
|
3.78K
$306K
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
940+ 53.96% |
$40.8K - $46.3K
|
2.68K
$217K
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
770+ 20.75% |
$33.4K - $37.9K
|
4.48K
$362K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
745New |
$32.3K - $36.7K
|
745
$60.3K
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
681+ 9.49% |
$29.5K - $33.5K
|
7.86K
$635K
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
625New |
$27.1K - $30.8K
|
625
$50.6K
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
461+ 3.3% |
$20K - $22.7K
|
14.4K
$1.17M
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
273New |
$11.8K - $13.4K
|
273
$22.1K
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
270+ 34.18% |
$11.7K - $13.3K
|
1.06K
$85.7K
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
263New |
$11.4K - $13K
|
263
$21.3K
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
220+ 1.4% |
$9.54K - $10.8K
|
15.9K
$1.29M
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205+ 68.33% |
$8.89K - $10.1K
|
505
$40.8K
|