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 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
565
+ 0.78%
$26.2K - $31.3K
72.7K $5.77M
Jan 29, 2021 Q4 2020
Concorde Asset Management, LLC

BUY
 -
516
+ 6.64%
$23.9K - $28.6K
8.29K $658K
Jan 21, 2021 Q4 2020
Clearview Wealth Advisors LLC

BUY
 -
447
New
$20.7K - $24.8K
447 $35.5K
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

BUY
 -
398
+ 40.86%
$18.5K - $22.1K
1.37K $109K
Jan 29, 2021 Q4 2020
Fortem Financial Group, LLC

BUY
 -
379
New
$17.6K - $21K
379 $30.1K
Feb 16, 2021 Q4 2020
Interchange Capital Partners, LLC

BUY
 -
348
New
$16.2K - $19.3K
348 $27.6K
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
339
+ 2.13%
$15.7K - $18.8K
16.3K $1.29M
Feb 12, 2021 Q4 2020
Lebenthal Global Advisors, LLC

BUY
 -
300
New
$13.9K - $16.6K
300 $23.8K
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
BUY
 -
296
+ 4.95%
$13.7K - $16.4K
6.28K $498K
Sep 15, 2021 Q4 2020
Cwm, LLC

BUY
 -
263
New
$12.2K - $14.6K
263 $20.9K
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
150
+ 0.58%
$6.96K - $8.32K
26.2K $2.08M
Feb 16, 2021 Q4 2020
Benjamin Edwards Inc

Clayton, MO
BUY
 -
87
+ 2.3%
$4.04K - $4.83K
3.87K $307K
Feb 12, 2021 Q4 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
20
+ 0.47%
$928 - $1.11K
4.32K $343K
Feb 04, 2021 Q4 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-11
- 4.09%
$511 - $610
258 $20.5K
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-34
- 31.78%
$1.58K - $1.89K
73 $5.8K
Feb 10, 2021 Q4 2020
Assetmark, Inc

SELL
 -
-54
- 5.49%
$2.51K - $2.99K
929 $73.8K
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-78
Closed
$3.62K - $4.33K
0 $0
Jan 25, 2021 Q4 2020
Centaurus Financial, Inc.

SELL
 -
-110
- 2.46%
$5.11K - $6.1K
4.37K $347K
Feb 12, 2021 Q4 2020
1776 Wealth LLC

SELL
 -
-159
- 4.18%
$7.38K - $8.82K
3.64K $289K
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-182
- 0.88%
$8.45K - $10.1K
20.5K $1.63M
Feb 10, 2021 Q4 2020
Western Wealth Management, LLC

SELL
 -
-216
- 1.45%
$10K - $12K
14.7K $1.17M
Jan 21, 2021 Q4 2020
Clearwater Capital Advisors, LLC

SELL
 -
-250
- 0.97%
$11.6K - $13.9K
25.5K $2.02M
Jan 27, 2021 Q4 2020
Cwm, LLC

SELL
 -
-263
Closed
$12.2K - $14.6K
0 $0
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

SELL
 -
-273
Closed
$12.7K - $15.1K
0 $0
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

SELL
 -
-279
- 0.62%
$12.9K - $15.5K
44.7K $3.55M
Feb 04, 2021 Q4 2020
Us Bancorp \De\

SELL
 -
-311
- 1.32%
$14.4K - $17.2K
23.2K $1.84M
Jun 07, 2023 Q4 2020
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-312
- 37.86%
$14.5K - $17.3K
512 $40.6K
Feb 23, 2021 Q4 2020
Riverpoint Wealth Management Holdings, LLC

SELL
 -
-446
- 9.51%
$20.7K - $24.7K
4.24K $337K
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-456
- 1.28%
$21.2K - $25.3K
35.2K $2.79M
Mar 05, 2021 Q4 2020
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-675
- 10.35%
$31.3K - $37.4K
5.85K $464K
Feb 09, 2021 Q4 2020
Comerica Securities,Inc.

SELL
 -
-706
- 4.24%
$32.8K - $39.2K
15.9K $1.26M
Jan 29, 2021 Q4 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-780
- 14.5%
$36.2K - $43.3K
4.6K $365K
Jan 29, 2021 Q4 2020
Great Valley Advisor Group, Inc.

SELL
 -
-921
- 19.1%
$42.7K - $51.1K
3.9K $310K
Feb 11, 2021 Q4 2020
Associated Banc Corp

Green Bay, WI
SELL
 -
-953
Closed
$44.2K - $52.9K
0 $0
Feb 17, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.76K
- 23.02%
$81.6K - $97.5K
5.88K $467K
Feb 10, 2021 Q4 2020
Svb Wealth LLC

Boston, MA
SELL
 -
-2K
Closed
$92.8K - $111K
0 $0
Feb 04, 2021 Q4 2020
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.21K
- 37.54%
$102K - $122K
3.67K $291K
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

SELL
 -
-2.39K
- 18.06%
$111K - $132K
10.8K $860K
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-2.46K
Closed
$114K - $137K
0 $0
Jan 22, 2021 Q4 2020
Cypress Wealth Services, LLC

SELL
 -
-2.5K
- 9.61%
$116K - $139K
23.5K $1.87M
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

SELL
 -
-3.18K
- 17.57%
$148K - $176K
14.9K $1.18M
Feb 02, 2021 Q4 2020
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-3.67K
- 33.18%
$170K - $203K
7.38K $586K
Jan 29, 2021 Q4 2020
Cornerstone Wealth Management, LLC

SELL
 -
-3.8K
- 40.17%
$176K - $211K
5.65K $449K
Feb 11, 2021 Q4 2020
Oppenheimer & CO Inc

New York, NY
SELL
 -
-4.53K
- 29.39%
$210K - $251K
10.9K $864K
Feb 09, 2021 Q4 2020
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-4.71K
Closed
$218K - $261K
0 $0
Jan 20, 2021 Q4 2020
Trinity Legacy Partners, LLC

SELL
 -
-4.96K
Closed
$230K - $275K
0 $0
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

SELL
 -
-5.36K
- 1.84%
$249K - $297K
286K $22.7M
Feb 16, 2021 Q4 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-5.53K
Closed
$256K - $306K
0 $0
Feb 16, 2021 Q4 2020
Qube Research & Technologies LTD

London, X0
SELL
 -
-6.9K
Closed
$320K - $383K
0 $0

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