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
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
160+ 11.81% |
$9.23K - $11.1K
|
1.52K
$120K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
138+ 0.93% |
$7.96K - $9.55K
|
14.9K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
125+ 2.29% |
$7.21K - $8.65K
|
5.59K
$444K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
107New |
$6.17K - $7.41K
|
107
$8.49K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
85+ 0.72% |
$4.9K - $5.88K
|
11.9K
$941K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
85+ 0.79% |
$4.9K - $5.88K
|
10.8K
$858K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
57New |
$3.29K - $3.95K
|
57
$4.52K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46+ 0.67% |
$2.65K - $3.18K
|
6.88K
$546K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
46New |
$2.65K - $3.18K
|
46
$3.65K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45+ 0.54% |
$2.6K - $3.12K
|
8.38K
$665K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
40+ 0.43% |
$2.31K - $2.77K
|
9.27K
$736K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.51% |
$1.96K - $2.35K
|
6.69K
$531K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
32+ 4.05% |
$1.85K - $2.22K
|
823
$65.3K
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
26+ 0.58% |
$1.5K - $1.8K
|
4.54K
$360K
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
22+ 0.52% |
$1.27K - $1.52K
|
4.26K
$338K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.38% |
$981 - $1.18K
|
4.47K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 4.39% |
$750 - $900
|
309
$24.5K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.13% |
$577 - $692
|
7.43K
$590K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8+ 0.14% |
$461 - $554
|
5.88K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.1% |
$346 - $415
|
5.92K
$470K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.45% |
$173 - $208
|
669
$53.1K
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3+ 0.07% |
$173 - $208
|
4.29K
$341K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.79% |
$57.7 - $69.2
|
127
$10.1K
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.01% |
$57.7 - $69.2
|
6.68K
$530K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4- 0.02% |
$231 - $277
|
18.5K
$1.47M
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
SELL
|
- |
-50- 0.88% |
$2.88K - $3.46K
|
5.63K
$446K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 0.31% |
$3K - $3.6K
|
16.9K
$1.34M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-70- 0.38% |
$4.04K - $4.85K
|
18.3K
$1.46M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-101- 15.03% |
$5.83K - $6.99K
|
571
$45.3K
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-105- 0.35% |
$6.06K - $7.27K
|
30.3K
$2.4M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-115- 3.81% |
$6.63K - $7.96K
|
2.9K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-138- 1.24% |
$7.96K - $9.55K
|
11K
$871K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-173- 0.62% |
$9.98K - $12K
|
27.5K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-201- 4.57% |
$11.6K - $13.9K
|
4.2K
$333K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-235- 5.72% |
$13.6K - $16.3K
|
3.88K
$308K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-246- 6.36% |
$14.2K - $17K
|
3.62K
$288K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-267- 1.31% |
$15.4K - $18.5K
|
20.1K
$1.59M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-268- 1.13% |
$15.5K - $18.6K
|
23.5K
$1.87M
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-285- 6.96% |
$16.4K - $19.7K
|
3.81K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-313- 7.46% |
$18.1K - $21.7K
|
3.88K
$308K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-323- 4.49% |
$18.6K - $22.4K
|
6.88K
$546K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-332- 1.53% |
$19.1K - $23K
|
21.4K
$1.7M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-366- 0.85% |
$21.1K - $25.3K
|
42.7K
$3.39M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-429- 0.23% |
$24.7K - $29.7K
|
187K
$14.8M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-634- 5.41% |
$36.6K - $43.9K
|
11.1K
$880K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-657- 7.19% |
$37.9K - $45.5K
|
8.48K
$673K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-790- 1.96% |
$45.6K - $54.7K
|
39.5K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-822- 16.05% |
$47.4K - $56.9K
|
4.3K
$341K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-824- 20.18% |
$47.5K - $57K
|
3.26K
$259K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-844- 38.63% |
$48.7K - $58.4K
|
1.34K
$106K
|