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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
343New |
$36.4K - $42.5K
|
343
$48.2K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
315+ 13.51% |
$33.4K - $39K
|
2.65K
$372K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
298New |
$31.6K - $36.9K
|
298
$41.9K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
259New |
$27.5K - $32.1K
|
259
$36.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
220+ 6.04% |
$23.4K - $27.3K
|
3.86K
$543K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
189+ 0.84% |
$20.1K - $23.4K
|
22.7K
$3.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
156+ 6.21% |
$16.6K - $19.3K
|
2.67K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
101New |
$10.7K - $12.5K
|
101
$14.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 25.0% |
$10.6K - $12.4K
|
500
$70.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
72New |
$7.65K - $8.92K
|
72
$10.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34New |
$3.61K - $4.21K
|
34
$4.78K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19New |
$2.02K - $2.35K
|
19
$2.67K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14+ 0.51% |
$1.49K - $1.74K
|
2.78K
$391K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
14+ 0.6% |
$1.49K - $1.74K
|
2.33K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10+ 0.3% |
$1.06K - $1.24K
|
3.38K
$476K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10+ 0.18% |
$1.06K - $1.24K
|
5.46K
$768K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
8+ 0.09% |
$850 - $991
|
8.82K
$1.24M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 2.49% |
$743 - $868
|
288
$40.5K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$212 - $248
|
2.77K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2+ 0.02% |
$212 - $248
|
12.6K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1+ 0.01% |
$106 - $124
|
11.9K
$1.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$106 - $124
|
3.53K
$496K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.05% |
$106 - $124
|
1.92K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1+ 0.03% |
$106 - $124
|
3.47K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.04% |
$106 - $124
|
2.72K
$382K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1- 0.04% |
$106 - $124
|
2.57K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 9.62% |
$531 - $620
|
47
$6.61K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-36- 1.81% |
$3.82K - $4.46K
|
1.95K
$275K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-36- 1.12% |
$3.82K - $4.46K
|
3.19K
$449K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-46- 0.5% |
$4.88K - $5.7K
|
9.15K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-48- 1.46% |
$5.1K - $5.95K
|
3.25K
$457K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-49- 0.45% |
$5.2K - $6.07K
|
10.8K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-49- 0.71% |
$5.2K - $6.07K
|
6.84K
$961K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-54- 4.67% |
$5.73K - $6.69K
|
1.1K
$155K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-59- 70.24% |
$6.27K - $7.31K
|
25
$3.52K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-67- 1.62% |
$7.11K - $8.3K
|
4.07K
$572K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-88- 7.09% |
$9.34K - $10.9K
|
1.15K
$162K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-88- 1.48% |
$9.34K - $10.9K
|
5.86K
$824K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-92- 12.55% |
$9.77K - $11.4K
|
641
$90.1K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-95- 5.32% |
$10.1K - $11.8K
|
1.69K
$238K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 0.89% |
$10.6K - $12.4K
|
11.1K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-101- 1.08% |
$10.7K - $12.5K
|
9.22K
$1.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 0.98% |
$11.7K - $13.6K
|
11.1K
$1.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-123- 20.43% |
$13.1K - $15.2K
|
479
$67.3K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-125- 2.58% |
$13.3K - $15.5K
|
4.72K
$663K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-130- 2.51% |
$13.8K - $16.1K
|
5.04K
$709K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-132- 1.52% |
$14K - $16.4K
|
8.54K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-150- 5.13% |
$15.9K - $18.6K
|
2.77K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-168- 6.9% |
$17.8K - $20.8K
|
2.27K
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-181- 4.56% |
$19.2K - $22.4K
|
3.79K
$533K
|