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 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-146- 3.49% |
$9.83K - $10.6K
|
4.04K
$326K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-150- 1.73% |
$10.1K - $10.8K
|
8.51K
$688K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-156- 1.49% |
$10.5K - $11.3K
|
10.3K
$834K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-156Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-163- 0.91% |
$11K - $11.8K
|
17.7K
$1.43M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-200Closed |
$13.5K - $14.5K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-215- 5.49% |
$14.5K - $15.5K
|
3.7K
$299K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-222- 2.66% |
$14.9K - $16K
|
8.13K
$658K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-286- 0.43% |
$19.3K - $20.7K
|
65.5K
$5.3M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-300Closed |
$20.2K - $21.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-311Closed |
$20.9K - $22.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-325- 6.76% |
$21.9K - $23.5K
|
4.48K
$362K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-345- 12.26% |
$23.2K - $24.9K
|
2.47K
$200K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-349- 7.61% |
$23.5K - $25.2K
|
4.24K
$343K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-382- 8.74% |
$25.7K - $27.6K
|
3.99K
$322K
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-648- 10.25% |
$43.6K - $46.8K
|
5.68K
$459K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-670Closed |
$45.1K - $48.4K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-694Closed |
$46.7K - $50.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-695- 1.11% |
$46.8K - $50.2K
|
61.9K
$5.01M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-699- 11.85% |
$47.1K - $50.5K
|
5.2K
$421K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-752- 1.02% |
$50.6K - $54.4K
|
73.3K
$5.93M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-780- 3.95% |
$52.5K - $56.4K
|
19K
$1.53M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-873- 16.91% |
$58.8K - $63.1K
|
4.29K
$347K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-1.09K- 3.42% |
$73.7K - $79.1K
|
30.9K
$2.5M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.1KClosed |
$73.9K - $79.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.31K- 19.01% |
$88.1K - $94.6K
|
5.58K
$451K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 2.07% |
$102K - $110K
|
71.8K
$5.81M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.78K- 13.08% |
$120K - $128K
|
11.8K
$954K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.95KClosed |
$131K - $141K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-2.19K- 5.07% |
$148K - $159K
|
41.1K
$3.32M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 39.99% |
$151K - $162K
|
3.37K
$273K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.63KClosed |
$177K - $190K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.4K- 50.0% |
$229K - $246K
|
3.4K
$275K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.49K- 53.54% |
$235K - $252K
|
3.03K
$245K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.96KClosed |
$267K - $286K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.68K- 49.77% |
$315K - $338K
|
4.73K
$382K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.07K- 10.49% |
$476K - $511K
|
60.3K
$4.88M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 57.44% |
$698K - $750K
|
7.69K
$621K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 20.07% |
$715K - $767K
|
42.3K
$3.42M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 8.21% |
$735K - $789K
|
122K
$9.86M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.9K- 20.79% |
$1M - $1.07M
|
56.6K
$4.58M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.8K- 53.02% |
$1.06M - $1.14M
|
14K
$1.13M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.8K- 53.02% |
$1.06M - $1.14M
|
14K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.6K- 29.98% |
$1.25M - $1.34M
|
43.4K
$3.51M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.7K- 3.0% |
$1.46M - $1.57M
|
702K
$56.7M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.8K- 73.43% |
$1.47M - $1.58M
|
7.89K
$638K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.9K- 68.15% |
$1.61M - $1.73M
|
11.2K
$904K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.1K- 12.57% |
$2.03M - $2.17M
|
209K
$16.9M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-49.4KClosed |
$3.33M - $3.57M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-61K- 20.77% |
$4.1M - $4.41M
|
233K
$18.8M
|