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 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-725- 7.64% |
$44.7K - $51.8K
|
8.77K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-784- 2.58% |
$48.3K - $56K
|
29.6K
$2.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-801- 5.54% |
$49.3K - $57.2K
|
13.7K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-846- 2.2% |
$52.1K - $60.4K
|
37.6K
$2.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-900- 19.15% |
$55.4K - $64.3K
|
3.8K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-945- 10.7% |
$58.2K - $67.5K
|
7.89K
$611K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-964- 22.22% |
$59.4K - $68.9K
|
3.38K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.03K- 17.32% |
$63.4K - $73.6K
|
4.92K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.05K- 2.4% |
$64.5K - $74.8K
|
42.5K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 20.12% |
$64.7K - $75.1K
|
4.17K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.13K- 0.5% |
$69.3K - $80.4K
|
226K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 0.59% |
$71.4K - $82.8K
|
196K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.26K- 0.83% |
$77.4K - $89.8K
|
150K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.41K- 34.95% |
$87K - $101K
|
2.63K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.57K- 34.03% |
$96.6K - $112K
|
3.04K
$235K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.62K- 2.8% |
$100K - $116K
|
56.3K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 3.06% |
$104K - $121K
|
53.5K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.69K- 24.61% |
$104K - $121K
|
5.18K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.69K- 1.5% |
$104K - $121K
|
111K
$8.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.9K- 3.26% |
$117K - $136K
|
56.5K
$4.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.94K- 31.91% |
$120K - $139K
|
4.14K
$321K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.99K- 22.16% |
$123K - $142K
|
7K
$542K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.27K- 4.18% |
$140K - $162K
|
52.1K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.32K- 6.87% |
$143K - $166K
|
31.4K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.63K- 5.2% |
$162K - $188K
|
47.9K
$3.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.64K- 14.16% |
$163K - $189K
|
16K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.66K- 6.52% |
$164K - $190K
|
38.2K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3K- 6.34% |
$184K - $214K
|
44.3K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.09K- 24.68% |
$191K - $221K
|
9.44K
$731K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.19K- 48.38% |
$196K - $228K
|
3.4K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.73K- 27.24% |
$230K - $267K
|
9.97K
$772K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.81K- 15.12% |
$235K - $272K
|
21.4K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.25K- 3.39% |
$262K - $304K
|
121K
$9.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.27K- 5.03% |
$263K - $305K
|
80.7K
$6.25M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.45K- 14.94% |
$274K - $318K
|
25.3K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.57K- 57.27% |
$281K - $326K
|
3.41K
$264K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.66K- 35.21% |
$287K - $333K
|
8.57K
$664K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.72K- 43.62% |
$291K - $337K
|
6.1K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.81K- 7.08% |
$296K - $344K
|
63.2K
$4.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.93K- 57.27% |
$365K - $424K
|
4.43K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.83K- 20.01% |
$420K - $488K
|
27.3K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-7.12K- 5.35% |
$439K - $509K
|
126K
$9.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-7.48K- 17.44% |
$461K - $534K
|
35.4K
$2.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.74K- 5.97% |
$538K - $624K
|
138K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.76K- 28.35% |
$540K - $626K
|
22.1K
$1.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.77K- 15.42% |
$540K - $626K
|
48.1K
$3.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10.2K- 94.0% |
$626K - $726K
|
649
$50.3K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 34.49% |
$653K - $758K
|
20.1K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-11.1K- 45.79% |
$686K - $796K
|
13.2K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.9K- 60.86% |
$918K - $1.06M
|
9.58K
$742K
|