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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-713- 4.73% |
$76.7K - $84.9K
|
14.4K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-733Closed |
$78.9K - $87.3K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-848- 71.62% |
$91.3K - $101K
|
336
$44K
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-856- 22.31% |
$92.1K - $102K
|
2.98K
$390K
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-875- 26.01% |
$94.2K - $104K
|
2.49K
$326K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-987- 35.0% |
$106K - $118K
|
1.83K
$240K
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 13.01% |
$112K - $124K
|
6.93K
$908K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 2.81% |
$121K - $134K
|
38.7K
$5.07M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.17K- 27.42% |
$126K - $139K
|
3.1K
$405K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 3.39% |
$135K - $150K
|
35.8K
$4.69M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.45K- 1.3% |
$156K - $173K
|
110K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.71K- 1.25% |
$184K - $203K
|
135K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-1.85KClosed |
$199K - $221K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-1.98KClosed |
$213K - $236K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.02KClosed |
$218K - $241K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-2.08K- 29.79% |
$224K - $248K
|
4.91K
$642K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.2KClosed |
$237K - $263K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 3.73% |
$241K - $267K
|
58K
$7.59M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.65KClosed |
$286K - $316K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.96K- 6.73% |
$318K - $352K
|
40.9K
$5.36M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 5.48% |
$330K - $366K
|
52.9K
$6.93M
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.21K- 1.7% |
$346K - $383K
|
185K
$24.3M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-3.29KClosed |
$354K - $392K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.13K- 30.06% |
$552K - $612K
|
11.9K
$1.56M
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.26KClosed |
$565K - $626K
|
0
$0
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.37K- 6.23% |
$578K - $640K
|
80.8K
$10.6M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.88K- 82.12% |
$848K - $938K
|
1.72K
$225K
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-8.45K- 63.22% |
$910K - $1.01M
|
4.92K
$644K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.59KClosed |
$924K - $1.02M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.58KClosed |
$1.03M - $1.14M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11K- 4.26% |
$1.18M - $1.3M
|
246K
$32.2M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-19.3K- 4.41% |
$2.08M - $2.3M
|
418K
$54.8M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-24.4K- 40.3% |
$2.63M - $2.91M
|
36.2K
$4.74M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38K- 13.93% |
$4.09M - $4.53M
|
235K
$30.8M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-58.3K- 89.77% |
$6.27M - $6.94M
|
6.64K
$869K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-60.2K- 66.78% |
$6.48M - $7.17M
|
30K
$3.92M
|