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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
155+ 2.66% |
$6.72K - $7.63K
|
5.98K
$475K
|
|
|
Oct 15, 2020
Q3 2020
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
83+ 1.7% |
$3.6K - $4.09K
|
4.96K
$394K
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
BUY
|
- |
80+ 2.15% |
$3.47K - $3.94K
|
3.8K
$302K
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64+ 7.03% |
$2.78K - $3.15K
|
974
$77.3K
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
45+ 20.09% |
$1.95K - $2.22K
|
269
$21.4K
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35New |
$1.52K - $1.72K
|
35
$2.78K
|
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14+ 0.13% |
$607 - $690
|
10.4K
$824K
|
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.04% |
$260 - $296
|
14.9K
$1.18M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34- 31.78% |
$1.47K - $1.67K
|
73
$5.8K
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-83- 0.17% |
$3.6K - $4.09K
|
50K
$3.97M
|
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-140- 8.95% |
$6.07K - $6.9K
|
1.43K
$113K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-146Closed |
$6.33K - $7.19K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-168Closed |
$7.29K - $8.27K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-184- 1.88% |
$7.98K - $9.06K
|
9.58K
$761K
|
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200Closed |
$8.68K - $9.85K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-218Closed |
$9.46K - $10.7K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-263Closed |
$11.4K - $13K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-394- 1.51% |
$17.1K - $19.4K
|
25.7K
$2.04M
|
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-567- 11.65% |
$24.6K - $27.9K
|
4.3K
$341K
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-604- 11.13% |
$26.2K - $29.7K
|
4.82K
$383K
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-678- 4.92% |
$29.4K - $33.4K
|
13.1K
$1.04M
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-795- 12.58% |
$34.5K - $39.2K
|
5.53K
$439K
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-835- 3.43% |
$36.2K - $41.1K
|
23.5K
$1.87M
|
|
|
Nov 12, 2020
Q3 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-992- 17.41% |
$43K - $48.9K
|
4.71K
$374K
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.05K- 13.88% |
$45.6K - $51.8K
|
6.52K
$518K
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.07K- 6.06% |
$46.6K - $52.9K
|
16.6K
$1.32M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 15.2% |
$52.9K - $60.1K
|
6.81K
$540K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.15K- 21.93% |
$93.1K - $106K
|
7.64K
$606K
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.27K- 4.8% |
$98.5K - $112K
|
45K
$3.57M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.55K- 8.92% |
$111K - $126K
|
26.1K
$2.07M
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.35K- 17.85% |
$145K - $165K
|
15.4K
$1.22M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.91K- 4.16% |
$169K - $192K
|
89.9K
$7.14M
|
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.96K- 42.42% |
$172K - $195K
|
5.38K
$427K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.49K- 3.21% |
$195K - $221K
|
135K
$10.8M
|
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.59KClosed |
$199K - $226K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.97KClosed |
$216K - $245K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.98K- 0.89% |
$216K - $245K
|
557K
$44.2M
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.72K- 13.3% |
$292K - $331K
|
43.8K
$3.48M
|
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.04K- 29.42% |
$305K - $347K
|
16.9K
$1.34M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-7.12KClosed |
$309K - $350K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.14KClosed |
$353K - $401K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-8.38K- 64.12% |
$363K - $413K
|
4.69K
$372K
|
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.8KClosed |
$469K - $533K
|
0
$0
|
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-13.3K- 96.38% |
$576K - $654K
|
498
$39.5K
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.8KClosed |
$729K - $828K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.5K- 71.67% |
$757K - $860K
|
6.9K
$548K
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.9K- 56.84% |
$779K - $884K
|
13.6K
$1.08M
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-83.3KClosed |
$3.62M - $4.1M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-146K- 81.45% |
$6.34M - $7.2M
|
33.3K
$2.64M
|