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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15K- 81.3% |
$927K - $1.07M
|
3.46K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15.1K- 66.67% |
$930K - $1.08M
|
7.55K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-17.4K- 27.32% |
$1.07M - $1.24M
|
46.2K
$3.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-19.2K- 7.43% |
$1.18M - $1.37M
|
240K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.9K- 59.02% |
$1.41M - $1.63M
|
15.9K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-24.4K- 19.36% |
$1.5M - $1.74M
|
101K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.2K- 49.45% |
$1.61M - $1.87M
|
26.7K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.4K- 8.99% |
$1.63M - $1.89M
|
268K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.7K- 74.15% |
$2.26M - $2.62M
|
12.8K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.4K- 4.17% |
$2.43M - $2.82M
|
907K
$70.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.9K- 74.77% |
$2.58M - $3M
|
14.2K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.4K- 17.33% |
$2.68M - $3.1M
|
207K
$16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.4K- 15.28% |
$2.8M - $3.24M
|
252K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.6K- 13.13% |
$3.3M - $3.83M
|
354K
$27.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.2K- 17.02% |
$3.64M - $4.23M
|
288K
$22.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-85.5K- 44.67% |
$5.27M - $6.11M
|
106K
$8.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 22.43% |
$6.5M - $7.54M
|
365K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-145K- 19.82% |
$8.91M - $10.3M
|
585K
$45.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-273K- 10.53% |
$16.8M - $19.5M
|
2.31M
$179M
|