Purchases and Sales Made in Q4 2021 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$111K - $126K
|
1.02K
$147K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
922New |
$101K - $114K
|
922
$134K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
794+ 2.6% |
$86.8K - $98.6K
|
31.3K
$4.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
767+ 3.57% |
$83.8K - $95.2K
|
22.2K
$3.22M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
702New |
$76.7K - $87.2K
|
702
$102K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
665+ 13.55% |
$72.7K - $82.6K
|
5.57K
$808K
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
574+ 5.65% |
$62.7K - $71.3K
|
10.7K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
441+ 12.86% |
$48.2K - $54.8K
|
3.87K
$561K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
425+ 12.05% |
$46.4K - $52.8K
|
3.95K
$573K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
336New |
$36.7K - $41.7K
|
336
$48.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
300New |
$32.8K - $37.2K
|
300
$43.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
280+ 13.5% |
$30.6K - $34.8K
|
2.35K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
223+ 3.0% |
$24.4K - $27.7K
|
7.65K
$1.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
200+ 11.66% |
$21.9K - $24.8K
|
1.92K
$278K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
150New |
$16.4K - $18.6K
|
150
$21.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
143+ 4.7% |
$15.6K - $17.8K
|
3.19K
$462K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
113+ 8.25% |
$12.3K - $14K
|
1.48K
$215K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 0.2% |
$9.84K - $11.2K
|
45.3K
$6.57M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
32+ 1.14% |
$3.5K - $3.97K
|
2.84K
$411K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
23+ 0.67% |
$2.51K - $2.86K
|
3.44K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
22+ 0.64% |
$2.4K - $2.73K
|
3.44K
$499K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.67% |
$1.53K - $1.74K
|
2.1K
$305K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
11New |
$1.2K - $1.37K
|
11
$1.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10+ 0.87% |
$1.09K - $1.24K
|
1.16K
$168K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.15% |
$109 - $124
|
665
$96.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4- 0.01% |
$437 - $497
|
43.2K
$6.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7- 0.12% |
$765 - $869
|
5.74K
$833K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15- 10.71% |
$1.64K - $1.86K
|
125
$18.1K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-24- 6.45% |
$2.62K - $2.98K
|
348
$50.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-26- 4.91% |
$2.84K - $3.23K
|
504
$73.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 10.77% |
$3.06K - $3.48K
|
232
$33.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 1.7% |
$3.5K - $3.97K
|
1.85K
$268K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-57- 1.6% |
$6.23K - $7.08K
|
3.5K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-60- 17.86% |
$6.56K - $7.45K
|
276
$40K
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
SELL
|
- |
-64- 0.76% |
$6.99K - $7.95K
|
8.41K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-73- 0.67% |
$7.98K - $9.06K
|
10.7K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-80- 2.03% |
$8.74K - $9.93K
|
3.86K
$559K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-87- 4.26% |
$9.51K - $10.8K
|
1.96K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-108- 3.49% |
$11.8K - $13.4K
|
2.99K
$433K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-155- 1.91% |
$16.9K - $19.2K
|
7.97K
$1.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-162- 3.97% |
$17.7K - $20.1K
|
3.92K
$568K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-165- 1.22% |
$18K - $20.5K
|
13.4K
$1.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-281- 9.42% |
$30.7K - $34.9K
|
2.7K
$392K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-292- 11.73% |
$31.9K - $36.3K
|
2.2K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-298- 2.72% |
$32.6K - $37K
|
10.7K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-306- 2.64% |
$33.4K - $38K
|
11.3K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-330- 11.07% |
$36.1K - $41K
|
2.65K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-364- 13.43% |
$39.8K - $45.2K
|
2.35K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-372- 5.37% |
$40.7K - $46.2K
|
6.56K
$951K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-405- 10.72% |
$44.3K - $50.3K
|
3.37K
$489K
|