Purchases and Sales Made in Q1 2022 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.38K+ 4.86% |
$160K - $172K
|
51.4K
$4.15M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
2.16K+ 12.99% |
$145K - $156K
|
18.7K
$1.52M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.13K+ 65.96% |
$143K - $154K
|
5.35K
$432K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 5.52% |
$131K - $140K
|
37.1K
$3M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.93K+ 1.46% |
$130K - $139K
|
134K
$10.9M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.66K+ 3.01% |
$112K - $120K
|
56.7K
$4.59M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.55K+ 1.71% |
$104K - $112K
|
92.1K
$7.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 1.54% |
$94.5K - $101K
|
92.8K
$7.5M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.32KNew |
$88.8K - $95.3K
|
1.32K
$107K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.17K+ 446.01% |
$79K - $84.8K
|
1.44K
$116K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
944+ 29.22% |
$63.6K - $68.2K
|
4.18K
$338K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
928New |
$62.5K - $67.1K
|
928
$75K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
890+ 1.31% |
$59.9K - $64.3K
|
68.8K
$5.56M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
802+ 5.88% |
$54K - $58K
|
14.4K
$1.17M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
651+ 71.3% |
$43.8K - $47.1K
|
1.56K
$126K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
591+ 3.68% |
$39.8K - $42.7K
|
16.7K
$1.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
497+ 9.38% |
$33.5K - $35.9K
|
5.8K
$469K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
480+ 10.83% |
$32.3K - $34.7K
|
4.91K
$397K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
460+ 9.88% |
$31K - $33.2K
|
5.11K
$413K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
430+ 1.63% |
$29K - $31.1K
|
26.8K
$2.16M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
174+ 3.74% |
$11.7K - $12.6K
|
4.82K
$390K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
148New |
$9.96K - $10.7K
|
148
$12K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
147+ 1.35% |
$9.9K - $10.6K
|
11K
$889K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
130+ 0.71% |
$8.75K - $9.4K
|
18.4K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65New |
$4.38K - $4.7K
|
65
$5.26K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
46+ 0.5% |
$3.1K - $3.32K
|
9.2K
$743K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
45+ 42.06% |
$3.03K - $3.25K
|
152
$12.3K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 1.21% |
$2.96K - $3.18K
|
3.69K
$298K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41+ 0.42% |
$2.76K - $2.96K
|
9.82K
$794K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
27+ 4.58% |
$1.82K - $1.95K
|
616
$49.8K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.43% |
$1.28K - $1.37K
|
4.44K
$359K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11+ 0.16% |
$741 - $795
|
6.95K
$562K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.24% |
$606 - $651
|
3.72K
$301K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5+ 1.62% |
$337 - $361
|
314
$25.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.1% |
$269 - $289
|
4.02K
$325K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.06% |
$269 - $289
|
6.21K
$502K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.09% |
$269 - $289
|
4.29K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-7- 0.98% |
$471 - $506
|
707
$57.2K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 1.13% |
$539 - $578
|
698
$56.4K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20- 0.39% |
$1.35K - $1.45K
|
5.12K
$414K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 96.0% |
$1.62K - $1.73K
|
1
$80.9
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-28- 0.87% |
$1.89K - $2.02K
|
3.2K
$258K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55- 0.42% |
$3.7K - $3.98K
|
12.9K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-94- 4.44% |
$6.33K - $6.79K
|
2.02K
$163K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-99- 0.51% |
$6.67K - $7.16K
|
19.4K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-109Closed |
$7.34K - $7.88K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-109- 0.83% |
$7.34K - $7.88K
|
13K
$1.05M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-115- 7.74% |
$7.74K - $8.31K
|
1.37K
$111K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-133- 2.06% |
$8.95K - $9.61K
|
6.33K
$512K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-137- 4.41% |
$9.22K - $9.9K
|
2.97K
$240K
|