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 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-879- 2.47% |
$50.7K - $60.9K
|
34.6K
$2.75M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-879- 2.47% |
$50.7K - $60.9K
|
34.6K
$2.75M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-922- 3.6% |
$53.2K - $63.8K
|
24.7K
$1.96M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.01K- 5.35% |
$58.1K - $69.7K
|
17.8K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.14K- 21.18% |
$66K - $79.2K
|
4.26K
$338K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.23K- 11.9% |
$70.8K - $84.9K
|
9.09K
$722K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.35K- 1.9% |
$77.9K - $93.5K
|
69.6K
$5.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.61K- 1.41% |
$93K - $112K
|
113K
$8.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.31K- 1.89% |
$133K - $160K
|
120K
$9.52M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.34K- 3.27% |
$135K - $162K
|
69.2K
$5.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.87K- 0.52% |
$165K - $199K
|
544K
$43.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.13K- 5.04% |
$180K - $217K
|
58.9K
$4.68M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-3.16K- 20.09% |
$182K - $218K
|
12.6K
$998K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.22K- 26.73% |
$185K - $223K
|
8.82K
$701K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.27K- 5.06% |
$189K - $226K
|
61.4K
$4.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.46K- 3.13% |
$200K - $239K
|
107K
$8.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.57K- 2.74% |
$206K - $247K
|
127K
$10.1M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.13K- 6.07% |
$238K - $286K
|
63.9K
$5.08M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.29K- 6.72% |
$248K - $297K
|
59.5K
$4.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.22K- 10.83% |
$301K - $361K
|
42.9K
$3.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.3K- 5.55% |
$305K - $367K
|
90K
$7.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.57K- 53.49% |
$321K - $385K
|
4.84K
$385K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.7K- 2.81% |
$386K - $464K
|
231K
$18.4M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.44K- 31.89% |
$429K - $515K
|
15.9K
$1.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.44K- 31.89% |
$429K - $515K
|
15.9K
$1.26M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.42K- 3.57% |
$486K - $583K
|
227K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.17K- 1.93% |
$529K - $635K
|
466K
$37.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.9K- 16.0% |
$627K - $753K
|
57.1K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.4K- 57.84% |
$775K - $930K
|
9.79K
$778K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15K- 1.79% |
$866K - $1.04M
|
825K
$65.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-18.2K- 11.34% |
$1.05M - $1.26M
|
142K
$11.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-23.5K- 89.75% |
$1.36M - $1.63M
|
2.69K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.6K- 1.5% |
$2.69M - $3.23M
|
3.06M
$244M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-49.4K- 55.6% |
$2.85M - $3.42M
|
39.5K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.3K- 84.0% |
$3.25M - $3.89M
|
10.7K
$852K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-161K- 59.08% |
$9.26M - $11.1M
|
111K
$8.84M
|