Purchases and Sales Made in Q3 2023 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q3 2023. 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 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
280K+ 696.31% |
$26.8M - $29.2M
|
321K
$42.6M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
101K+ 860.42% |
$9.69M - $10.6M
|
113K
$15M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75.7KNew |
$7.24M - $7.89M
|
75.7K
$10.1M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.8K+ 86.57% |
$5.72M - $6.23M
|
129K
$17.1M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.9K+ 66.06% |
$4.19M - $4.57M
|
110K
$14.6M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.3K+ 50.59% |
$3.95M - $4.31M
|
123K
$16.3M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
38.7K+ 108.81% |
$3.7M - $4.03M
|
74.2K
$9.86M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.1K+ 38.17% |
$2.97M - $3.24M
|
112K
$14.9M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
27.1KNew |
$2.59M - $2.82M
|
27.1K
$3.6M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.1KNew |
$1.54M - $1.68M
|
16.1K
$2.14M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7K+ 81.73% |
$1.31M - $1.43M
|
30.5K
$4.05M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$1.24M - $1.35M
|
13K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.2K+ 27.47% |
$1.16M - $1.27M
|
56.4K
$7.5M
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11.9KNew |
$1.14M - $1.24M
|
11.9K
$1.58M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.4KNew |
$1.09M - $1.19M
|
11.4K
$1.52M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 172.83% |
$1.01M - $1.11M
|
16.7K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.59KNew |
$917K - $1M
|
9.59K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.9KNew |
$851K - $928K
|
8.9K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.7KNew |
$832K - $907K
|
8.7K
$1.16M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.65KNew |
$828K - $902K
|
8.65K
$1.15M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.72KNew |
$643K - $701K
|
6.72K
$893K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.45K+ 36.05% |
$617K - $672K
|
24.3K
$3.23M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.78K+ 4.34% |
$553K - $603K
|
139K
$18.5M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 8.84% |
$445K - $485K
|
57.3K
$7.61M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$386K - $421K
|
4.04K
$536K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.03KNew |
$385K - $420K
|
4.03K
$535K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.82K+ 1.0% |
$365K - $398K
|
387K
$51.4M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.77K+ 78.06% |
$361K - $393K
|
8.6K
$1.14M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.2K+ 24.5% |
$306K - $333K
|
16.3K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.02K+ 29.74% |
$289K - $315K
|
13.2K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.97K+ 63.73% |
$284K - $310K
|
7.64K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.89K+ 24.91% |
$276K - $301K
|
14.5K
$1.93M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.69K+ 100.64% |
$258K - $281K
|
5.37K
$713K
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.39KNew |
$228K - $249K
|
2.39K
$317K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.36KNew |
$225K - $246K
|
2.36K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.33KNew |
$223K - $243K
|
2.33K
$310K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.3K+ 11.02% |
$220K - $239K
|
23.1K
$3.07M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.17KNew |
$208K - $226K
|
2.17K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.13KNew |
$204K - $222K
|
2.13K
$283K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.6K+ 22.53% |
$153K - $166K
|
8.68K
$1.15M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.53K+ 31.17% |
$146K - $160K
|
6.44K
$856K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.52K+ 3.35% |
$145K - $158K
|
46.7K
$6.21M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.47K+ 11315.38% |
$141K - $153K
|
1.48K
$197K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 8.16% |
$121K - $132K
|
16.8K
$2.23M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.25K+ 1.62% |
$120K - $131K
|
78.6K
$10.4M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
750+ 4.89% |
$71.7K - $78.2K
|
16.1K
$2.14M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
718+ 20.61% |
$68.7K - $74.9K
|
4.2K
$558K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
690New |
$66K - $71.9K
|
690
$91.7K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
511+ 2.62% |
$48.9K - $53.3K
|
20K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
487+ 3.93% |
$46.6K - $50.8K
|
12.9K
$1.71M
|