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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
653+ 8.33% |
$40.2K - $46.7K
|
8.5K
$658K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
530New |
$32.6K - $37.9K
|
530
$41K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
500+ 14.04% |
$30.8K - $35.7K
|
4.06K
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
497+ 9.5% |
$30.6K - $35.5K
|
5.73K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
466+ 2.53% |
$28.7K - $33.3K
|
18.8K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
448New |
$27.6K - $32K
|
448
$34.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
373+ 4.99% |
$23K - $26.6K
|
7.85K
$608K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
360New |
$22.2K - $25.7K
|
360
$27.9K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
332+ 948.57% |
$20.5K - $23.7K
|
367
$28.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
299+ 1.36% |
$18.4K - $21.4K
|
22.2K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
274+ 2.3% |
$16.9K - $19.6K
|
12.2K
$944K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250New |
$15.4K - $17.9K
|
250
$19.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
236+ 0.45% |
$14.5K - $16.9K
|
53.1K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
227+ 2.83% |
$14K - $16.2K
|
8.25K
$639K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
198+ 7.01% |
$12.2K - $14.1K
|
3.02K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
164+ 0.88% |
$10.1K - $11.7K
|
18.7K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
93New |
$5.73K - $6.64K
|
93
$7.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
79+ 0.33% |
$4.87K - $5.64K
|
24.4K
$1.89M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
78+ 0.39% |
$4.8K - $5.57K
|
19.9K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
72+ 1.2% |
$4.44K - $5.14K
|
6.1K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49+ 0.11% |
$3.02K - $3.5K
|
43.9K
$3.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 15.38% |
$2.46K - $2.86K
|
300
$23.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
32+ 0.69% |
$1.97K - $2.29K
|
4.68K
$362K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
28+ 0.64% |
$1.72K - $2K
|
4.38K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
19+ 0.84% |
$1.17K - $1.36K
|
2.27K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 0.43% |
$1.05K - $1.21K
|
3.94K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.16% |
$431 - $500
|
4.32K
$335K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.16% |
$246 - $286
|
2.52K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.4% |
$185 - $214
|
761
$58.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.03% |
$123 - $143
|
5.85K
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.6% |
$1.48K - $1.71K
|
3.96K
$306K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 0.69% |
$1.85K - $2.14K
|
4.33K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-85- 1.18% |
$5.24K - $6.07K
|
7.14K
$553K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-88- 20.28% |
$5.42K - $6.29K
|
346
$26.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-117- 8.86% |
$7.21K - $8.36K
|
1.2K
$93.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-130- 0.61% |
$8.01K - $9.29K
|
21.2K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-146- 1.74% |
$8.99K - $10.4K
|
8.25K
$639K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-193- 5.54% |
$11.9K - $13.8K
|
3.29K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-207- 0.84% |
$12.8K - $14.8K
|
24.4K
$1.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-384- 3.03% |
$23.7K - $27.4K
|
12.3K
$952K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-400- 6.58% |
$24.6K - $28.6K
|
5.68K
$440K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-462- 37.9% |
$28.5K - $33K
|
757
$58.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-508- 5.38% |
$31.3K - $36.3K
|
8.94K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-571- 4.68% |
$35.2K - $40.8K
|
11.6K
$901K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-616- 8.73% |
$37.9K - $44K
|
6.44K
$499K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-638- 7.61% |
$39.3K - $45.6K
|
7.75K
$600K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-650- 17.65% |
$40K - $46.4K
|
3.03K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-703- 2.68% |
$43.3K - $50.2K
|
25.5K
$1.98M
|