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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
173+ 1.17% |
$12.6K - $13.7K
|
15K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
172+ 0.12% |
$12.5K - $13.6K
|
148K
$11.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
158+ 1.91% |
$11.5K - $12.5K
|
8.41K
$651K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 1.18% |
$6.48K - $7.04K
|
7.66K
$593K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 0.59% |
$5.82K - $6.33K
|
13.7K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.62% |
$4.87K - $5.3K
|
4.21K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 19.67% |
$4.29K - $4.67K
|
359
$27.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
42+ 0.58% |
$3.06K - $3.32K
|
7.34K
$568K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
42+ 0.96% |
$3.06K - $3.32K
|
4.44K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
40+ 3.41% |
$2.91K - $3.17K
|
1.21K
$93.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$2.33K - $2.53K
|
6.18K
$478K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 0.28% |
$1.96K - $2.14K
|
9.5K
$736K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.25% |
$1.38K - $1.5K
|
7.61K
$590K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.36% |
$291 - $317
|
1.12K
$86.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.52% |
$291 - $317
|
767
$59.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.56% |
$218 - $237
|
542
$42K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$72.8 - $79.1
|
5.67K
$439K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$72.8 - $79.1
|
3.01K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.02% |
$72.8 - $79.1
|
5.74K
$444K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5- 0.02% |
$364 - $396
|
23.6K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 7.0% |
$509 - $554
|
93
$7.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 1.92% |
$655 - $712
|
459
$35.5K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12- 0.07% |
$873 - $950
|
16.3K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12- 0.06% |
$873 - $950
|
18.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15- 0.16% |
$1.09K - $1.19K
|
9.24K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.16% |
$1.31K - $1.42K
|
11.4K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-35- 1.21% |
$2.55K - $2.77K
|
2.85K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-62- 0.51% |
$4.51K - $4.91K
|
12K
$932K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-84- 0.42% |
$6.11K - $6.65K
|
19.9K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-90- 1.15% |
$6.55K - $7.12K
|
7.76K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-93- 2.16% |
$6.77K - $7.36K
|
4.22K
$327K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-111- 0.46% |
$8.08K - $8.78K
|
23.9K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-115- 0.12% |
$8.37K - $9.1K
|
97.6K
$7.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-124- 3.94% |
$9.02K - $9.81K
|
3.02K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-130- 1.65% |
$9.46K - $10.3K
|
7.73K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-147- 0.78% |
$10.7K - $11.6K
|
18.6K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-157- 5.0% |
$11.4K - $12.4K
|
2.99K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-227- 5.87% |
$16.5K - $18K
|
3.64K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-230- 1.07% |
$16.7K - $18.2K
|
21.2K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-241- 0.04% |
$17.5K - $19.1K
|
545K
$42.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-264- 3.66% |
$19.2K - $20.9K
|
6.94K
$538K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-276- 12.08% |
$20.1K - $21.8K
|
2.01K
$156K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-293- 5.98% |
$21.3K - $23.2K
|
4.61K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-317- 2.34% |
$23.1K - $25.1K
|
13.2K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-341- 0.93% |
$24.8K - $27K
|
36.5K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-380- 10.44% |
$27.6K - $30.1K
|
3.26K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-397- 2.21% |
$28.9K - $31.4K
|
17.6K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 3.92% |
$29K - $31.6K
|
9.78K
$757K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-451- 5.45% |
$32.8K - $35.7K
|
7.83K
$606K
|