Purchases and Sales Made in Q3 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
261K+ 7813.48% |
$19M - $20.7M
|
265K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35K+ 1116.72% |
$2.55M - $2.77M
|
38.1K
$2.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9KNew |
$1.52M - $1.66M
|
20.9K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 228.82% |
$1.29M - $1.4M
|
25.4K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
14.6KNew |
$1.06M - $1.15M
|
14.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.05M - $1.14M
|
14.4K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 10.66% |
$938K - $1.02M
|
134K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8K+ 402.73% |
$858K - $933K
|
14.7K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 10.46% |
$751K - $817K
|
109K
$8.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.77K+ 30.09% |
$566K - $615K
|
33.6K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.01KNew |
$364K - $396K
|
5.01K
$388K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.9KNew |
$356K - $387K
|
4.9K
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.63KNew |
$337K - $367K
|
4.63K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.56KNew |
$332K - $361K
|
4.56K
$353K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.55K+ 14.19% |
$331K - $360K
|
36.6K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.5K+ 10.03% |
$328K - $356K
|
49.4K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.94KNew |
$287K - $312K
|
3.94K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.64K+ 2.86% |
$265K - $288K
|
131K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.6KNew |
$262K - $285K
|
3.6K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.53K+ 2.95% |
$257K - $279K
|
123K
$9.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.51K+ 100.37% |
$255K - $278K
|
7.01K
$542K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.28KNew |
$239K - $260K
|
3.28K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.26K+ 7.96% |
$237K - $258K
|
44.3K
$3.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$198K - $215K
|
2.72K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
2.65KNew |
$192K - $209K
|
2.65K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.54KNew |
$185K - $201K
|
2.54K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 7.01% |
$176K - $191K
|
36.8K
$2.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 2.97% |
$159K - $173K
|
75.7K
$5.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.16K+ 20.04% |
$157K - $171K
|
12.9K
$999K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.87K+ 27.61% |
$136K - $148K
|
8.62K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$116K - $126K
|
1.59K
$123K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 8.77% |
$107K - $117K
|
18.3K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 33.73% |
$99.7K - $108K
|
5.43K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 2.05% |
$80.2K - $87.2K
|
55K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 7.86% |
$73.1K - $79.5K
|
13.8K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
764+ 6.69% |
$55.6K - $60.5K
|
12.2K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
708+ 6.04% |
$51.5K - $56K
|
12.4K
$962K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
597+ 6.42% |
$43.4K - $47.2K
|
9.89K
$766K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
552+ 7.32% |
$40.2K - $43.7K
|
8.1K
$627K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
523+ 13.04% |
$38.1K - $41.4K
|
4.53K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
471+ 8.6% |
$34.3K - $37.3K
|
5.95K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 10.44% |
$33K - $35.9K
|
4.8K
$372K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
433+ 3.91% |
$31.5K - $34.3K
|
11.5K
$890K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
422+ 0.81% |
$30.7K - $33.4K
|
52.6K
$4.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
393+ 1.1% |
$28.6K - $31.1K
|
36K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
298+ 3.64% |
$21.7K - $23.6K
|
8.48K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270New |
$19.6K - $21.4K
|
270
$20.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
181+ 0.37% |
$13.2K - $14.3K
|
49.7K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
180+ 6.09% |
$13.1K - $14.2K
|
3.14K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
175+ 17.55% |
$12.7K - $13.8K
|
1.17K
$90.8K
|