Purchases and Sales Made in Q3 2021 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.08KNew |
$116K - $128K
|
1.08K
$141K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
972New |
$105K - $116K
|
972
$127K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
806+ 7.48% |
$86.7K - $96K
|
11.6K
$1.52M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
677+ 23.75% |
$72.9K - $80.6K
|
3.53K
$462K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
445+ 4.29% |
$47.9K - $53K
|
10.8K
$1.42M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
381+ 0.68% |
$41K - $45.4K
|
56.7K
$7.42M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
350+ 34.31% |
$37.7K - $41.7K
|
1.37K
$179K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
330+ 187.5% |
$35.5K - $39.3K
|
506
$66.3K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
208+ 49.06% |
$22.4K - $24.8K
|
632
$82.7K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
192+ 7.63% |
$20.7K - $22.9K
|
2.71K
$355K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
166+ 2.22% |
$17.9K - $19.8K
|
7.66K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
136+ 1.87% |
$14.6K - $16.2K
|
7.42K
$972K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
116+ 1.45% |
$12.5K - $13.8K
|
8.14K
$1.07M
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
80+ 3.07% |
$8.61K - $9.53K
|
2.69K
$352K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
72New |
$7.75K - $8.58K
|
72
$9.43K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 2.39% |
$6.67K - $7.39K
|
2.65K
$347K
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
25+ 0.77% |
$2.69K - $2.98K
|
3.28K
$429K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.32% |
$1.08K - $1.19K
|
3.13K
$409K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.15% |
$108 - $119
|
666
$87.2K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 1.14% |
$323 - $357
|
260
$34K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-17- 0.5% |
$1.83K - $2.03K
|
3.42K
$447K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-17- 0.5% |
$1.83K - $2.03K
|
3.42K
$447K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-26- 0.68% |
$2.8K - $3.1K
|
3.78K
$495K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-33- 2.63% |
$3.55K - $3.93K
|
1.22K
$160K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-72- 17.78% |
$7.75K - $8.58K
|
333
$43.6K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-80- 1.14% |
$8.61K - $9.53K
|
6.93K
$908K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-113- 0.71% |
$12.2K - $13.5K
|
15.8K
$2.07M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-131- 29.44% |
$14.1K - $15.6K
|
314
$41.1K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-148- 1.36% |
$15.9K - $17.6K
|
10.7K
$1.41M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-180Closed |
$19.4K - $21.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-207- 2.49% |
$22.3K - $24.7K
|
8.12K
$1.06M
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
SELL
|
- |
-220- 1.07% |
$23.7K - $26.2K
|
20.4K
$2.67M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-220- 2.97% |
$23.7K - $26.2K
|
7.2K
$942K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-222- 1.02% |
$23.9K - $26.4K
|
21.5K
$2.81M
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-223- 61.43% |
$24K - $26.6K
|
140
$18.3K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-224- 5.2% |
$24.1K - $26.7K
|
4.08K
$534K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-258- 4.45% |
$27.8K - $30.7K
|
5.54K
$725K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-287- 12.07% |
$30.9K - $34.2K
|
2.09K
$274K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-302- 9.72% |
$32.5K - $36K
|
2.81K
$367K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-330- 65.22% |
$35.5K - $39.3K
|
176
$23K
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
SELL
|
- |
-334- 3.79% |
$35.9K - $39.8K
|
8.47K
$1.11M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-391- 0.63% |
$42.1K - $46.6K
|
61.9K
$8.1M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-401- 4.88% |
$43.2K - $47.8K
|
7.82K
$1.02M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-409- 3.66% |
$44K - $48.7K
|
10.8K
$1.41M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-419- 18.24% |
$45.1K - $49.9K
|
1.88K
$246K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-477- 38.37% |
$51.3K - $56.8K
|
766
$100K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-537- 6.4% |
$57.8K - $64K
|
7.85K
$1.03M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-565- 4.0% |
$60.8K - $67.3K
|
13.6K
$1.77M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-648- 76.42% |
$69.7K - $77.2K
|
200
$26.2K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-684- 1.14% |
$73.6K - $81.5K
|
59.1K
$7.73M
|