Purchases and Sales Made in Q3 2023 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 2023. 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 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
63.6K
+ 53.48%
$4.11M - $4.48M
183K $14.2M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
63.5K
New
$4.1M - $4.47M
63.5K $4.94M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
36.2K
New
$2.34M - $2.54M
36.2K $2.81M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
35.9K
+ 8.27%
$2.32M - $2.53M
471K $36.6M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
33.8K
New
$2.18M - $2.38M
33.8K $2.62M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
33.3K
+ 233.67%
$2.15M - $2.34M
47.6K $3.7M
Nov 08, 2023 Q3 2023
Holistic Financial Partners

BUY
 -
21.3K
+ 19.04%
$1.38M - $1.5M
133K $10.3M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
20.2K
+ 2.07%
$1.3M - $1.42M
995K $77.3M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
20K
+ 7.32%
$1.29M - $1.41M
294K $22.8M
Nov 14, 2023 Q3 2023
Virtu Financial LLC

New York, NY
BUY
 -
19.9K
New
$1.29M - $1.4M
19.9K $1.55M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
17.2K
+ 44.18%
$1.11M - $1.21M
56.1K $4.36M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
16.9K
+ 240.17%
$1.09M - $1.19M
24K $1.86M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
12.2K
New
$788K - $858K
12.2K $948K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
11.7K
+ 174.41%
$755K - $822K
18.4K $1.43M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
11.1K
+ 150.56%
$718K - $782K
18.5K $1.44M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
7.93K
+ 7.58%
$512K - $558K
113K $8.75M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
7.66K
+ 33.7%
$495K - $539K
30.4K $2.36M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
7.52K
+ 5.24%
$486K - $529K
151K $11.7M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
7.37K
+ 530.24%
$476K - $518K
8.75K $680K
Nov 15, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
4.64K
New
$300K - $327K
4.64K $361K
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
4.61K
New
$298K - $324K
4.61K $358K
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
4.48K
+ 1.76%
$290K - $315K
259K $20.1M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
4.19K
New
$270K - $295K
4.19K $325K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.43K
+ 13.04%
$222K - $241K
29.8K $2.31M
Oct 31, 2023 Q3 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
2.98K
+ 62.7%
$192K - $209K
7.72K $600K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.96K
+ 19.22%
$191K - $208K
18.4K $1.43M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2.51K
New
$162K - $177K
2.51K $195K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
2.51K
+ 3.96%
$162K - $177K
65.9K $5.12M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
2.1K
+ 9.58%
$135K - $148K
24K $1.86M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.05K
+ 7.5%
$132K - $144K
29.4K $2.28M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
1.95K
+ 32.0%
$126K - $137K
8.02K $623K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.78K
+ 8.72%
$115K - $125K
22.2K $1.72M
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
1.47K
+ 50.87%
$95K - $103K
4.36K $339K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
1.43K
+ 33.85%
$92.3K - $101K
5.65K $439K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.3K
+ 4.42%
$84.1K - $91.5K
30.7K $2.39M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.24K
+ 6.0%
$80.2K - $87.3K
21.9K $1.7M
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
1.22K
+ 2.15%
$78.8K - $85.8K
58K $4.5M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
1.18K
+ 6.72%
$75.9K - $82.7K
18.7K $1.45M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.15K
+ 24.71%
$74K - $80.6K
5.78K $449K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
1.13K
+ 1.97%
$72.8K - $79.2K
58.4K $4.54M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
807
+ 0.65%
$52.1K - $56.8K
126K $9.77M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
792
+ 3.86%
$51.2K - $55.7K
21.3K $1.66M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
784
+ 6.3%
$50.7K - $55.2K
13.2K $1.03M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
665
+ 1.18%
$43K - $46.8K
56.9K $4.42M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
566
+ 5.78%
$36.6K - $39.8K
10.4K $805K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
535
+ 1.23%
$34.6K - $37.6K
43.9K $3.41M
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
531
New
$34.3K - $37.4K
531 $41.3K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
325
+ 0.66%
$21K - $22.9K
49.5K $3.84M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
320
New
$20.7K - $22.5K
320 $24.9K

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