Purchases and Sales Made in Q4 2020 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 Q4 2020. 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
Feb 19, 2021 Q4 2020
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
104K
New
$4.82M - $5.76M
104K $7.88M
Feb 12, 2021 Q4 2020
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
82.2K
New
$3.81M - $4.56M
82.2K $6.23M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
60.1K
+ 10.78%
$2.79M - $3.33M
617K $46.8M
Feb 16, 2021 Q4 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
56K
New
$2.6M - $3.11M
56K $4.25M
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
54.7K
+ 15.44%
$2.54M - $3.03M
409K $31M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
47.7K
+ 699.93%
$2.21M - $2.64M
54.5K $4.13M
Mar 10, 2021 Q4 2020
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
41.6K
New
$1.93M - $2.31M
41.6K $3.16M
Feb 12, 2021 Q4 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
37.5K
+ 163.64%
$1.74M - $2.08M
60.5K $4.59M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
35K
+ 7.06%
$1.63M - $1.94M
531K $40.3M
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

BUY
 -
29.2K
+ 44.43%
$1.36M - $1.62M
95.1K $7.21M
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
20.1K
+ 139.16%
$933K - $1.11M
34.5K $2.62M
Feb 11, 2021 Q4 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
20K
+ 138.57%
$927K - $1.11M
34.4K $2.61M
Jan 25, 2021 Q4 2020
Ifp Advisors, Inc

BUY
 -
16.1K
+ 46.21%
$749K - $895K
51.1K $3.87M
Jan 25, 2021 Q4 2020
Janney Montgomery Scott LLC

BUY
 -
11.6K
+ 20.51%
$540K - $645K
68.3K $5.18M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
11.2K
+ 9.59%
$519K - $621K
128K $9.7M
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
10.6K
New
$490K - $586K
10.6K $801K
Feb 10, 2021 Q4 2020
Lvz, Inc.

BUY
 -
10.1K
+ 43.11%
$469K - $561K
33.6K $2.55M
Feb 16, 2021 Q4 2020
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
9.32K
New
$433K - $517K
9.32K $707K
Jan 27, 2021 Q4 2020
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
6.88K
New
$319K - $382K
6.88K $522K
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
6.52K
+ 60.66%
$302K - $361K
17.3K $1.31M
Jan 08, 2024 Q4 2020
Snowden Capital Advisors LLC

New York, NY
BUY
 -
6.4K
+ 12.78%
$297K - $355K
56.4K $4.28M
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.4K
+ 48.76%
$297K - $355K
19.5K $1.48M
Feb 03, 2021 Q4 2020
Stone X Group Inc.

BUY
 -
6.02K
+ 62.81%
$279K - $334K
15.6K $1.18M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.95K
+ 13.62%
$276K - $330K
49.6K $3.76M
Jan 21, 2021 Q4 2020
Kestra Private Wealth Services, LLC

BUY
 -
5.47K
+ 11.65%
$254K - $303K
52.4K $3.98M
Feb 16, 2022 Q4 2020
Fsb Premier Wealth Management, Inc.

BUY
 -
4.95K
New
$230K - $275K
4.95K $376K
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4.88K
+ 12.41%
$226K - $271K
44.2K $3.35M
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
4.6K
New
$213K - $255K
4.6K $349K
Jan 26, 2021 Q4 2020
Signal Point Asset Management, LLC

BUY
 -
4.3K
New
$200K - $239K
4.3K $326K
Feb 12, 2021 Q4 2020
Transcend Capital Advisors, LLC

BUY
 -
4.28K
New
$199K - $237K
4.28K $325K
Feb 05, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
4.23K
New
$196K - $235K
4.23K $321K
Feb 10, 2021 Q4 2020
D.A. Davidson & Co.

BUY
 -
4.19K
+ 9.57%
$195K - $233K
48K $3.64M
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
3.77K
+ 2.99%
$175K - $209K
130K $9.86M
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
3.73K
New
$173K - $207K
3.73K $283K
Mar 30, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
3.45K
+ 81.46%
$160K - $191K
7.68K $583K
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.18K
+ 6.39%
$147K - $176K
52.9K $4.01M
Jan 27, 2021 Q4 2020
Chicago Partners Investment Group LLC

BUY
 -
3.08K
+ 18.26%
$143K - $171K
20K $1.51M
Jan 12, 2021 Q4 2020
Walkner Condon Financial Advisors LLC

BUY
 -
2.76K
+ 35.34%
$128K - $153K
10.6K $801K
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.54K
+ 1.88%
$118K - $141K
138K $10.5M
Feb 12, 2021 Q4 2020
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
2.04K
New
$94.5K - $113K
2.04K $154K
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
1.71K
+ 338.81%
$79.4K - $94.9K
2.22K $168K
Jan 22, 2021 Q4 2020
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.69K
New
$78.3K - $93.6K
1.69K $128K
Jan 29, 2021 Q4 2020
Forth Right Wealth Management, LLC

BUY
 -
1.54K
New
$71.5K - $85.4K
1.54K $117K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.41K
+ 52.72%
$65.6K - $78.4K
4.1K $311K
Feb 08, 2021 Q4 2020
Ifg Advisory, LLC

BUY
 -
1.2K
+ 26.21%
$55.7K - $66.6K
5.78K $439K
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

BUY
 -
1.09K
+ 146.58%
$50.7K - $60.6K
1.84K $139K
Feb 02, 2021 Q4 2020
First Trust Advisors LP

Wheaton, IL
BUY
 -
967
+ 4.27%
$44.9K - $53.6K
23.6K $1.79M
Jan 11, 2021 Q4 2020
Huntington National Bank

Columbus, OH
BUY
 -
769
New
$35.7K - $42.6K
769 $58.3K
Feb 09, 2021 Q4 2020
Bank Of New York Mellon Corp

New York, NY
BUY
 -
653
+ 11.13%
$30.3K - $36.2K
6.52K $495K

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