Purchases and Sales Made in Q1 2024 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR LGE CAP GROWTH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
627KNew |
$66.6M - $77.7M
|
627K
$88.2M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
182K+ 466.08% |
$19.3M - $22.6M
|
221K
$31.1M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
124K+ 211.54% |
$13.2M - $15.4M
|
183K
$25.7M
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
103KNew |
$11M - $12.8M
|
103K
$14.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88.2K+ 210.41% |
$9.37M - $10.9M
|
130K
$18.3M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72.8K+ 2909.04% |
$7.73M - $9.02M
|
75.3K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 49.14% |
$3.78M - $4.41M
|
108K
$15.2M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.2K+ 29.33% |
$2.57M - $3M
|
107K
$15M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
15.3K+ 46.06% |
$1.62M - $1.9M
|
48.5K
$6.82M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 78.24% |
$1.54M - $1.8M
|
33.1K
$4.66M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.7K+ 8.22% |
$1.46M - $1.7M
|
181K
$25.4M
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.7KNew |
$1.46M - $1.7M
|
13.7K
$1.93M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 30.42% |
$1.1M - $1.28M
|
44.3K
$6.23M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
8.62K+ 33.83% |
$915K - $1.07M
|
34.1K
$4.79M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$855K - $998K
|
8.05K
$1.13M
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.3KNew |
$775K - $905K
|
7.3K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.96K+ 150.09% |
$739K - $862K
|
11.6K
$1.63M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.6K+ 6.51% |
$701K - $818K
|
108K
$15.2M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.09K+ 24.53% |
$646K - $754K
|
30.9K
$4.35M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.65KNew |
$494K - $576K
|
4.65K
$654K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.65K+ 60.8% |
$493K - $576K
|
12.3K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.63K+ 58.98% |
$492K - $574K
|
12.5K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.33K+ 93.54% |
$460K - $537K
|
8.96K
$1.26M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.08K+ 62.2% |
$327K - $381K
|
8.02K
$1.13M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.64K+ 0.68% |
$280K - $327K
|
393K
$55.2M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.17KNew |
$231K - $269K
|
2.17K
$306K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$207K - $241K
|
1.95K
$274K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 30.93% |
$197K - $230K
|
7.87K
$1.11M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.72K+ 13.78% |
$183K - $213K
|
14.2K
$2M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$177K - $207K
|
1.67K
$235K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.51K+ 9.24% |
$160K - $187K
|
17.8K
$2.5M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.28K+ 45.61% |
$136K - $159K
|
4.08K
$574K
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.28KNew |
$136K - $158K
|
1.28K
$180K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 2.27% |
$130K - $152K
|
55.1K
$7.74M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.21K+ 6.69% |
$128K - $150K
|
19.3K
$2.71M
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.21KNew |
$128K - $150K
|
1.21K
$170K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 283.02% |
$127K - $149K
|
1.62K
$228K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.01K+ 12.94% |
$107K - $125K
|
8.81K
$1.24M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
981+ 8.89% |
$104K - $122K
|
12K
$1.69M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
852+ 10.12% |
$90.5K - $106K
|
9.27K
$1.3M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
811+ 7.5% |
$86.1K - $101K
|
11.6K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
798+ 2.94% |
$84.7K - $98.9K
|
27.9K
$3.93M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
787+ 21.28% |
$83.6K - $97.5K
|
4.49K
$631K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
732+ 3.34% |
$77.7K - $90.7K
|
22.6K
$3.18M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
678+ 8.23% |
$72K - $84K
|
8.92K
$1.25M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
660+ 3.6% |
$70.1K - $81.8K
|
19K
$2.67M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
555+ 29.27% |
$58.9K - $68.8K
|
2.45K
$345K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
424+ 0.35% |
$45K - $52.5K
|
121K
$17M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
397+ 70.77% |
$42.2K - $49.2K
|
958
$135K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
351+ 15.54% |
$37.3K - $43.5K
|
2.61K
$367K
|