Purchases and Sales Made in Q3 2022 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 2022. 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 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.2K+ 129.57% |
$2.43M - $2.92M
|
74.8K
$5.81M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38K+ 53.42% |
$2.19M - $2.63M
|
109K
$8.49M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
32.2K+ 3.11% |
$1.86M - $2.23M
|
1.07M
$82.9M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.9K+ 3.71% |
$1.5M - $1.8M
|
725K
$56.3M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9K+ 7.9% |
$1.32M - $1.58M
|
313K
$24.3M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.5K+ 5.74% |
$1.24M - $1.49M
|
397K
$30.8M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16K+ 136.5% |
$921K - $1.1M
|
27.7K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.6K+ 15.17% |
$844K - $1.01M
|
111K
$8.63M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.5KNew |
$835K - $1M
|
14.5K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8K+ 21.83% |
$740K - $888K
|
71.5K
$5.56M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.7K+ 174.41% |
$674K - $809K
|
18.4K
$1.43M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2K+ 34.43% |
$586K - $703K
|
39.7K
$3.08M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.43K+ 21.78% |
$371K - $445K
|
35.9K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.11K+ 2.7% |
$353K - $423K
|
233K
$18.1M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.5KNew |
$317K - $381K
|
5.5K
$427K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.38KNew |
$311K - $373K
|
5.38K
$418K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.3KNew |
$248K - $298K
|
4.3K
$334K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.2K+ 3.83% |
$242K - $291K
|
114K
$8.84M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.06K+ 152.59% |
$234K - $281K
|
6.72K
$522K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.88KNew |
$224K - $268K
|
3.88K
$301K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.87KNew |
$223K - $268K
|
3.87K
$300K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.66KNew |
$211K - $253K
|
3.66K
$284K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.31K+ 14.99% |
$191K - $229K
|
25.4K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.74K+ 4.77% |
$158K - $189K
|
60.1K
$4.67M
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.6K+ 6.32% |
$150K - $180K
|
43.8K
$3.4M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 2.68% |
$142K - $170K
|
94.4K
$7.33M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.24K+ 3.51% |
$129K - $155K
|
66K
$5.13M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.21K+ 4.32% |
$127K - $153K
|
53.3K
$4.14M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.16K+ 58.08% |
$124K - $149K
|
5.87K
$456K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 3.86% |
$83.1K - $99.7K
|
38.8K
$3.01M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 14.18% |
$71.9K - $86.3K
|
10K
$780K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.18K+ 6.74% |
$68.3K - $82K
|
18.8K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.12K+ 29.4% |
$64.8K - $77.8K
|
4.95K
$384K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 354.33% |
$61.3K - $73.6K
|
1.36K
$106K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.01KNew |
$58.4K - $70.1K
|
1.01K
$78.6K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
930+ 4.79% |
$53.6K - $64.4K
|
20.4K
$1.58M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
826+ 2.83% |
$47.6K - $57.2K
|
30K
$2.33M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
770+ 0.66% |
$44.4K - $53.3K
|
118K
$9.16M
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
760+ 1.81% |
$43.8K - $52.6K
|
42.8K
$3.33M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
650+ 23.6% |
$37.5K - $45K
|
3.4K
$264K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
607+ 1.47% |
$35K - $42K
|
42K
$3.26M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
604+ 0.61% |
$34.8K - $41.8K
|
99.5K
$7.73M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
530+ 9.52% |
$30.6K - $36.7K
|
6.1K
$474K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
417+ 0.56% |
$24.1K - $28.9K
|
74.4K
$5.78M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
352+ 6.08% |
$20.3K - $24.4K
|
6.14K
$477K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
339+ 0.52% |
$19.6K - $23.5K
|
66.1K
$5.14M
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
334+ 2.07% |
$19.3K - $23.1K
|
16.5K
$1.28M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
296+ 0.92% |
$17.1K - $20.5K
|
32.6K
$2.53M
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
263+ 4.21% |
$15.2K - $18.2K
|
6.51K
$505K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
211+ 4.16% |
$12.2K - $14.6K
|
5.29K
$411K
|