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
Oppenheimer & CO Inc

New York, NY
BUY
 -
288
+ 3.13%
$18.6K - $20.3K
9.49K $721K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
284
+ 30.37%
$18.3K - $20K
1.22K $92.6K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
260
New
$16.8K - $18.3K
260 $19.8K
Nov 08, 2023 Q3 2023
Lvz, Inc.

BUY
 -
246
+ 0.58%
$15.9K - $17.3K
42.9K $3.26M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
207
+ 2.36%
$13.4K - $14.6K
8.99K $683K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
203
+ 0.39%
$13.1K - $14.3K
52.9K $4.02M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
187
+ 0.72%
$12.1K - $13.2K
26.2K $1.99M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
164
+ 3.93%
$10.6K - $11.5K
4.34K $330K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
147
+ 12.53%
$9.5K - $10.3K
1.32K $100K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
95
+ 1.14%
$6.14K - $6.68K
8.4K $638K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
49
+ 1.25%
$3.17K - $3.45K
3.98K $302K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
39
+ 0.11%
$2.52K - $2.74K
34.1K $2.59M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
26
New
$1.68K - $1.83K
26 $1.98K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
25
+ 0.58%
$1.62K - $1.76K
4.35K $331K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
24
+ 0.12%
$1.55K - $1.69K
20.7K $1.57M
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
24
+ 0.4%
$1.55K - $1.69K
6.03K $458K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
22
+ 0.02%
$1.42K - $1.55K
146K $11.1M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
16
+ 0.41%
$1.03K - $1.13K
3.92K $298K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
7
+ 0.12%
$452 - $493
5.95K $452K
Nov 08, 2023 Q3 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
5
+ 0.12%
$323 - $352
4.32K $328K
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
5
+ 0.05%
$323 - $352
9.44K $717K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 0.26%
$129 - $141
758 $57.6K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

SELL
 -
-7
- 0.02%
$452 - $493
40.8K $3.1M
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-33
- 0.24%
$2.13K - $2.32K
13.7K $1.04M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

SELL
 -
-33
- 0.89%
$2.13K - $2.32K
3.68K $280K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

SELL
 -
-46
- 0.69%
$2.97K - $3.24K
6.59K $501K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

SELL
 -
-46
- 0.38%
$2.97K - $3.24K
11.9K $905K
Oct 13, 2023 Q3 2023
City Holding CO

SELL
 -
-50
- 23.26%
$3.23K - $3.52K
165 $12.5K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

SELL
 -
-75
- 1.22%
$4.85K - $5.28K
6.08K $462K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-77
- 0.87%
$4.97K - $5.42K
8.81K $670K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-81
- 1.01%
$5.23K - $5.7K
7.98K $606K
Oct 13, 2023 Q3 2023
Signal Point Asset Management, LLC

SELL
 -
-85
- 0.19%
$5.49K - $5.98K
43.6K $3.31M
Nov 06, 2023 Q3 2023
Star Financial Bank

Fort Wayne, IN
SELL
 -
-92
- 1.24%
$5.94K - $6.47K
7.34K $558K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

SELL
 -
-105
- 1.51%
$6.78K - $7.39K
6.87K $522K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-139
Closed
$8.98K - $9.78K
0 $0
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

SELL
 -
-146
- 4.26%
$9.43K - $10.3K
3.28K $249K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

SELL
 -
-149
- 2.91%
$9.63K - $10.5K
4.97K $378K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
SELL
 -
-203
- 0.82%
$13.1K - $14.3K
24.6K $1.87M
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
SELL
 -
-272
- 1.44%
$17.6K - $19.1K
18.6K $1.41M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-277
- 2.49%
$17.9K - $19.5K
10.8K $823K
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

SELL
 -
-300
- 6.0%
$19.4K - $21.1K
4.7K $357K
Oct 16, 2023 Q3 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
SELL
 -
-302
- 0.76%
$19.5K - $21.2K
39.3K $2.98M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-303
- 4.12%
$19.6K - $21.3K
7.06K $536K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-372
- 14.19%
$24K - $26.2K
2.25K $171K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-373
- 11.63%
$24.1K - $26.2K
2.83K $215K
Nov 07, 2023 Q3 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-390
- 1.25%
$25.2K - $27.4K
30.9K $2.35M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-439
- 10.53%
$28.4K - $30.9K
3.73K $283K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-564
- 4.96%
$36.4K - $39.7K
10.8K $822K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

SELL
 -
-630
- 9.72%
$40.7K - $44.3K
5.85K $444K

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