Purchases and Sales Made in Q4 2022 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.2KNew |
$187K - $222K
|
3.2K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.95K+ 90.49% |
$172K - $205K
|
6.21K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.87KNew |
$168K - $199K
|
2.87K
$222K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
2.75K+ 6.41% |
$161K - $191K
|
45.6K
$3.53M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.66K+ 6.38% |
$155K - $184K
|
44.3K
$3.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.65K+ 4.97% |
$155K - $183K
|
55.9K
$4.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.56K+ 2.17% |
$149K - $177K
|
120K
$9.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.38K+ 2.14% |
$139K - $165K
|
114K
$8.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 34.2% |
$134K - $159K
|
8.98K
$695K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.72K+ 14.97% |
$101K - $120K
|
13.2K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.49K+ 35.84% |
$86.9K - $103K
|
5.64K
$436K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 32.92% |
$86K - $102K
|
5.94K
$460K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.29K+ 19.18% |
$75.4K - $89.4K
|
8.01K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.23KNew |
$71.9K - $85.3K
|
1.23K
$95.3K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 21.12% |
$61.1K - $72.5K
|
5.99K
$464K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04KNew |
$61K - $72.3K
|
1.04K
$80.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 18.87% |
$60.7K - $72K
|
6.54K
$506K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.01K+ 27.45% |
$58.8K - $69.7K
|
4.67K
$361K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
850+ 0.85% |
$49.7K - $59K
|
100K
$7.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
827+ 3.35% |
$48.4K - $57.4K
|
25.5K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
748+ 0.4% |
$43.7K - $51.9K
|
187K
$14.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
683+ 11.63% |
$39.9K - $47.4K
|
6.55K
$508K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
650+ 42.9% |
$38K - $45.1K
|
2.17K
$168K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
556+ 1.29% |
$32.5K - $38.6K
|
43.5K
$3.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
519+ 19.33% |
$30.3K - $36K
|
3.2K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
445+ 2.21% |
$26K - $30.9K
|
20.5K
$1.59M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430+ 27.49% |
$25.1K - $29.8K
|
1.99K
$154K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
430+ 3.88% |
$25.1K - $29.8K
|
11.5K
$892K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
424New |
$24.8K - $29.4K
|
424
$32.8K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
336+ 7.82% |
$19.6K - $23.3K
|
4.63K
$359K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
276+ 1.63% |
$16.1K - $19.1K
|
17.2K
$1.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
257+ 0.65% |
$15K - $17.8K
|
39.8K
$3.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
235+ 6.06% |
$13.7K - $16.3K
|
4.11K
$318K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
119New |
$6.96K - $8.25K
|
119
$9.22K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
67+ 0.76% |
$3.92K - $4.65K
|
8.88K
$688K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
61+ 0.49% |
$3.57K - $4.23K
|
12.6K
$977K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
54+ 0.58% |
$3.16K - $3.75K
|
9.33K
$722K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 5.71% |
$2.75K - $3.26K
|
870
$67.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
41New |
$2.4K - $2.84K
|
41
$3.18K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41New |
$2.4K - $2.84K
|
41
$3.18K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
37+ 0.82% |
$2.16K - $2.57K
|
4.57K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
32+ 0.75% |
$1.87K - $2.22K
|
4.29K
$332K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
28New |
$1.64K - $1.94K
|
28
$2.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.52% |
$1.17K - $1.39K
|
3.89K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.03% |
$1.17K - $1.39K
|
58.9K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 0.22% |
$1.11K - $1.32K
|
8.5K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.14% |
$468 - $555
|
5.93K
$459K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7+ 0.12% |
$409 - $486
|
5.89K
$456K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.12% |
$292 - $347
|
4.3K
$333K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4+ 0.06% |
$234 - $277
|
6.88K
$533K
|