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 $14.1M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
63.5K
New
$4.1M - $4.47M
63.5K $4.92M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
36.2K
New
$2.34M - $2.54M
36.2K $2.8M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
35.9K
+ 8.27%
$2.32M - $2.53M
471K $36.4M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
33.8K
New
$2.18M - $2.38M
33.8K $2.61M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
33.3K
+ 233.67%
$2.15M - $2.34M
47.6K $3.68M
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 $77M
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 $1.54M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
17.2K
+ 44.18%
$1.11M - $1.21M
56.1K $4.34M
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 $945K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
11.7K
+ 174.41%
$755K - $822K
18.4K $1.42M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
11.1K
+ 150.56%
$718K - $782K
18.5K $1.43M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
7.93K
+ 7.58%
$512K - $558K
113K $8.72M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
7.66K
+ 33.7%
$495K - $539K
30.4K $2.35M
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 $678K
Nov 15, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
4.64K
New
$300K - $327K
4.64K $360K
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
4.61K
New
$298K - $324K
4.61K $357K
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
4.48K
+ 1.76%
$290K - $315K
259K $20M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
4.19K
New
$270K - $295K
4.19K $324K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.43K
+ 13.04%
$222K - $241K
29.8K $2.3M
Oct 31, 2023 Q3 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
2.98K
+ 62.7%
$192K - $209K
7.72K $598K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.96K
+ 19.22%
$191K - $208K
18.4K $1.42M
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 $5.1M
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 $2.27M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
1.95K
+ 32.0%
$126K - $137K
8.02K $621K
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 $338K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
1.43K
+ 33.85%
$92.3K - $101K
5.65K $438K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.3K
+ 4.42%
$84.1K - $91.5K
30.7K $2.38M
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 $4.49M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
1.18K
+ 6.72%
$75.9K - $82.7K
18.7K $1.44M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.15K
+ 24.71%
$74K - $80.6K
5.78K $448K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
1.13K
+ 1.97%
$72.8K - $79.2K
58.4K $4.52M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
807
+ 0.65%
$52.1K - $56.8K
126K $9.74M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
792
+ 3.86%
$51.2K - $55.7K
21.3K $1.65M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
784
+ 6.3%
$50.7K - $55.2K
13.2K $1.02M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
665
+ 1.18%
$43K - $46.8K
56.9K $4.4M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
566
+ 5.78%
$36.6K - $39.8K
10.4K $802K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
535
+ 1.23%
$34.6K - $37.6K
43.9K $3.4M
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
531
New
$34.3K - $37.4K
531 $41.1K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
325
+ 0.66%
$21K - $22.9K
49.5K $3.83M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
320
New
$20.7K - $22.5K
320 $24.8K

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