Purchases and Sales Made in Q4 2023 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
208K+ 9.89% |
$12.8M - $14.9M
|
2.31M
$180M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
156KNew |
$9.59M - $11.1M
|
156K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
71.6K+ 39.21% |
$4.41M - $5.11M
|
254K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53.3K+ 113.69% |
$3.28M - $3.8M
|
100K
$7.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
48.5K+ 4.87% |
$2.99M - $3.46M
|
1.04M
$81M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.4K+ 29.37% |
$2.18M - $2.53M
|
156K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.7K+ 80.58% |
$1.77M - $2.05M
|
64.3K
$4.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
22.3KNew |
$1.38M - $1.6M
|
22.3K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
20.8K+ 43.72% |
$1.28M - $1.49M
|
68.4K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1K+ 181.29% |
$1.24M - $1.43M
|
31.2K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.2KNew |
$996K - $1.16M
|
16.2K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 11.69% |
$991K - $1.15M
|
154K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.4KNew |
$639K - $741K
|
10.4K
$806K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.62KNew |
$592K - $687K
|
9.62K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.14KNew |
$502K - $582K
|
8.14K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.8KNew |
$480K - $557K
|
7.8K
$606K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
7.35KNew |
$453K - $525K
|
7.35K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.7K+ 135.79% |
$413K - $479K
|
11.6K
$904K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.34K+ 28.91% |
$391K - $453K
|
28.3K
$2.2M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.63KNew |
$347K - $402K
|
5.63K
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.21KNew |
$321K - $372K
|
5.21K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 67.56% |
$252K - $292K
|
10.1K
$787K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.02KNew |
$248K - $287K
|
4.02K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.6K+ 13.13% |
$221K - $257K
|
31K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.48KNew |
$214K - $248K
|
3.48K
$270K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.42KNew |
$210K - $244K
|
3.42K
$265K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.32K+ 37.88% |
$204K - $237K
|
12.1K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 109.74% |
$192K - $222K
|
5.94K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.06KNew |
$188K - $218K
|
3.06K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.03KNew |
$186K - $216K
|
3.03K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.92KNew |
$180K - $209K
|
2.92K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.92KNew |
$180K - $208K
|
2.92K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.86KNew |
$176K - $204K
|
2.86K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.66KNew |
$164K - $190K
|
2.66K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.3K+ 1.99% |
$142K - $164K
|
118K
$9.16M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.24K+ 12.45% |
$138K - $160K
|
20.3K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 2.65% |
$135K - $157K
|
85.2K
$6.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.19K+ 66.64% |
$135K - $156K
|
5.46K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.11K+ 2.09% |
$130K - $150K
|
103K
$7.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.7KNew |
$105K - $121K
|
1.7K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.62K+ 7.29% |
$99.7K - $116K
|
23.8K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.61K+ 4.44% |
$98.9K - $115K
|
37.8K
$2.93M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.28K+ 16.52% |
$78.5K - $91.1K
|
9K
$699K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 4.33% |
$78.2K - $90.7K
|
30.6K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.23K+ 1.86% |
$75.6K - $87.7K
|
67.1K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.16K+ 4.83% |
$71.4K - $82.8K
|
25.2K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.11K+ 4.61% |
$68.1K - $79K
|
25.1K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
974+ 2.64% |
$60K - $69.6K
|
37.9K
$2.94M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
888+ 4.29% |
$54.7K - $63.4K
|
21.6K
$1.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
729+ 3.97% |
$44.9K - $52.1K
|
19.1K
$1.48M
|