Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 07, 2021 Q3 2021
Pacifica Partners Inc.

BUY
 -
521
New
$33.2K - $35.4K
521 $40.3K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

BUY
 -
454
+ 0.83%
$28.9K - $30.8K
54.9K $4.25M
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
300
New
$19.1K - $20.4K
300 $23.2K
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
259
+ 6.32%
$16.5K - $17.6K
4.36K $338K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
245
+ 9.17%
$15.6K - $16.6K
2.92K $226K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
237
+ 0.1%
$15.1K - $16.1K
248K $19.2M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
192
+ 0.11%
$12.2K - $13K
171K $13.2M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
176
+ 0.29%
$11.2K - $11.9K
61.3K $4.75M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
158
+ 3.77%
$10.1K - $10.7K
4.35K $337K
Nov 10, 2021 Q3 2021
Comerica Securities,Inc.

BUY
 -
145
+ 1.1%
$9.24K - $9.84K
13.4K $1.03M
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
109
+ 15.14%
$6.95K - $7.4K
829 $64.2K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
96
New
$6.12K - $6.51K
96 $7.43K
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
28
+ 9.36%
$1.79K - $1.9K
327 $25.3K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
27
+ 0.32%
$1.72K - $1.83K
8.46K $655K
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
13
+ 0.24%
$829 - $882
5.34K $413K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

BUY
 -
3
+ 0.67%
$191 - $204
452 $35K
Oct 27, 2021 Q3 2021
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
3
+ 0.07%
$191 - $204
4.28K $331K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-12
- 0.21%
$765 - $814
5.62K $435K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-17
- 15.89%
$1.08K - $1.15K
90 $6.97K
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-19
- 0.42%
$1.21K - $1.29K
4.45K $345K
Nov 04, 2021 Q3 2021
Walkner Condon Financial Advisors LLC

SELL
 -
-22
- 0.22%
$1.4K - $1.49K
10K $776K
Nov 12, 2021 Q3 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-28
- 0.24%
$1.79K - $1.9K
11.6K $898K
Oct 28, 2021 Q3 2021
Eukles Asset Management

SELL
 -
-57
- 0.17%
$3.63K - $3.87K
34.4K $2.67M
Nov 12, 2021 Q3 2021
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-59
Closed
$3.76K - $4K
0 $0
Oct 18, 2021 Q3 2021
Gradient Investments LLC

SELL
 -
-140
Closed
$8.93K - $9.5K
0 $0
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-178
- 4.09%
$11.3K - $12.1K
4.18K $323K
Oct 22, 2021 Q3 2021
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-200
- 2.91%
$12.8K - $13.6K
6.68K $517K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-250
- 7.58%
$15.9K - $17K
3.05K $236K
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-256
Closed
$16.3K - $17.4K
0 $0
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-320
Closed
$20.4K - $21.7K
0 $0
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-329
- 1.89%
$21K - $22.3K
17.1K $1.32M
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-393
- 9.6%
$25.1K - $26.7K
3.7K $287K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-417
- 3.33%
$26.6K - $28.3K
12.1K $939K
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-550
- 14.83%
$35.1K - $37.3K
3.16K $245K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-627
- 0.61%
$40K - $42.5K
102K $7.89M
Oct 27, 2021 Q3 2021
Lvz, Inc.

SELL
 -
-649
- 1.59%
$41.4K - $44K
40.1K $3.11M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

SELL
 -
-700
- 0.95%
$44.6K - $47.5K
73K $5.65M
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-749
- 7.06%
$47.7K - $50.8K
9.86K $763K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-983
- 50.23%
$62.7K - $66.7K
974 $75.4K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1.2K
- 3.41%
$76.6K - $81.6K
34.1K $2.64M
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-1.28K
- 1.0%
$81.4K - $86.7K
126K $9.77M
Nov 04, 2021 Q3 2021
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-1.48K
Closed
$94.1K - $100K
0 $0
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.48K
- 0.33%
$94.4K - $101K
447K $34.6M
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

SELL
 -
-2.24K
- 38.09%
$143K - $152K
3.65K $282K
Oct 20, 2021 Q3 2021
Stone X Group Inc.

SELL
 -
-2.73K
- 5.27%
$174K - $186K
49.2K $3.81M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-2.74K
Closed
$175K - $186K
0 $0
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.82K
- 5.11%
$180K - $191K
52.4K $4.06M
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

SELL
 -
-2.84K
- 12.22%
$181K - $193K
20.4K $1.58M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-3.06K
- 3.79%
$195K - $208K
77.7K $6.02M

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