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 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.79% |
$58.5 - $69.4
|
128
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-17- 0.4% |
$994 - $1.18K
|
4.18K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 0.25% |
$1.46K - $1.73K
|
10K
$810K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-29- 0.3% |
$1.7K - $2.01K
|
9.76K
$789K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-39- 0.91% |
$2.28K - $2.71K
|
4.26K
$345K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-47- 0.25% |
$2.75K - $3.26K
|
18.4K
$1.49M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-50- 0.89% |
$2.92K - $3.47K
|
5.58K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-57- 4.25% |
$3.33K - $3.95K
|
1.28K
$104K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 0.3% |
$4.39K - $5.2K
|
25.3K
$2.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-108- 18.91% |
$6.31K - $7.49K
|
463
$37.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-130- 19.43% |
$7.6K - $9.02K
|
539
$43.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-133- 3.67% |
$7.78K - $9.22K
|
3.49K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-158- 4.07% |
$9.24K - $11K
|
3.73K
$301K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-205- 32.8% |
$12K - $14.2K
|
420
$34K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-246- 3.58% |
$14.4K - $17.1K
|
6.63K
$536K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-263- 18.31% |
$15.4K - $18.2K
|
1.17K
$94.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-273- 0.29% |
$16K - $18.9K
|
94.1K
$7.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-283- 5.35% |
$16.5K - $19.6K
|
5K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-338- 6.28% |
$19.8K - $23.4K
|
5.05K
$408K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-356- 5.47% |
$20.8K - $24.7K
|
6.15K
$497K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-388- 3.27% |
$22.7K - $26.9K
|
11.5K
$927K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-436- 0.48% |
$25.5K - $30.2K
|
89.6K
$7.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-492- 1.12% |
$28.8K - $34.1K
|
43.3K
$3.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-502- 11.79% |
$29.4K - $34.8K
|
3.76K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-579- 3.88% |
$33.9K - $40.2K
|
14.4K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-600- 9.78% |
$35.1K - $41.6K
|
5.54K
$448K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-650- 8.74% |
$38K - $45.1K
|
6.78K
$549K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-741- 0.33% |
$43.3K - $51.4K
|
226K
$18.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-744- 6.88% |
$43.5K - $51.6K
|
10.1K
$814K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-970- 1.57% |
$56.7K - $67.3K
|
60.9K
$4.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 77.99% |
$62.2K - $73.7K
|
300
$24.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.18K- 14.03% |
$68.8K - $81.6K
|
7.21K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26K- 0.17% |
$73.6K - $87.3K
|
724K
$58.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.27K- 37.37% |
$74.4K - $88.2K
|
2.13K
$172K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 2.19% |
$81.8K - $97K
|
62.5K
$5.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-1.81K- 5.97% |
$106K - $125K
|
28.5K
$2.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.91K- 38.02% |
$112K - $132K
|
3.11K
$252K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 10.46% |
$112K - $133K
|
16.4K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.12K- 4.96% |
$124K - $147K
|
40.6K
$3.28M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 6.22% |
$141K - $167K
|
36.4K
$2.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.18K- 2.65% |
$186K - $220K
|
117K
$9.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-3.57K- 20.07% |
$209K - $248K
|
14.2K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.01K- 17.04% |
$234K - $278K
|
19.5K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.98K- 4.37% |
$291K - $345K
|
109K
$8.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.34K- 26.21% |
$312K - $370K
|
15K
$1.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.54K- 5.17% |
$324K - $384K
|
102K
$8.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.94K- 8.99% |
$347K - $412K
|
60.2K
$4.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.38K- 34.5% |
$432K - $512K
|
14K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.72K- 11.16% |
$452K - $536K
|
61.5K
$4.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-7.87K- 10.57% |
$460K - $546K
|
66.6K
$5.38M
|