Purchases and Sales Made in Q2 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
207New |
$15K - $15.7K
|
207
$16.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
205+ 2.23% |
$14.8K - $15.6K
|
9.38K
$734K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
194New |
$14K - $14.7K
|
194
$15.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
194+ 4.29% |
$14K - $14.7K
|
4.71K
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
184+ 1.0% |
$13.3K - $14K
|
18.5K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175+ 70.0% |
$12.7K - $13.3K
|
425
$33.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
160+ 1.03% |
$11.6K - $12.2K
|
15.6K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139+ 0.07% |
$10.1K - $10.6K
|
198K
$15.5M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
127+ 0.35% |
$9.19K - $9.65K
|
36.8K
$2.88M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117+ 125.81% |
$8.47K - $8.89K
|
210
$16.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 0.22% |
$6.15K - $6.46K
|
38K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
80+ 2.62% |
$5.79K - $6.08K
|
3.13K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
77+ 0.68% |
$5.57K - $5.85K
|
11.4K
$894K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
75+ 2.76% |
$5.43K - $5.7K
|
2.8K
$219K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.36% |
$1.88K - $1.98K
|
7.35K
$575K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 0.22% |
$1.52K - $1.6K
|
9.48K
$742K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 0.45% |
$1.52K - $1.6K
|
4.72K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.23% |
$651 - $684
|
3.97K
$311K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5+ 0.02% |
$362 - $380
|
23.6K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.56% |
$217 - $228
|
539
$42.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.02% |
$72.4 - $76
|
5.63K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.64% |
$217 - $228
|
468
$36.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 6.54% |
$507 - $532
|
100
$7.83K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7- 0.12% |
$507 - $532
|
5.74K
$449K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9- 0.22% |
$651 - $684
|
4.01K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-20- 0.46% |
$1.45K - $1.52K
|
4.32K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-30- 0.14% |
$2.17K - $2.28K
|
21.3K
$1.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37- 0.31% |
$2.68K - $2.81K
|
11.7K
$918K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-40- 0.55% |
$2.89K - $3.04K
|
7.21K
$564K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-44Closed |
$3.18K - $3.34K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-60- 2.56% |
$4.34K - $4.56K
|
2.29K
$179K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-75- 1.84% |
$5.43K - $5.7K
|
4K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-80- 2.63% |
$5.79K - $6.08K
|
2.96K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-89- 1.07% |
$6.44K - $6.76K
|
8.25K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-117- 0.48% |
$8.47K - $8.89K
|
24K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-139- 2.76% |
$10.1K - $10.6K
|
4.9K
$384K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-150- 11.34% |
$10.9K - $11.4K
|
1.17K
$91.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-179- 0.42% |
$13K - $13.6K
|
42K
$3.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-199- 6.56% |
$14.4K - $15.1K
|
2.84K
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-200- 5.26% |
$14.5K - $15.2K
|
3.6K
$282K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-238- 0.56% |
$17.2K - $18.1K
|
42.2K
$3.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-242- 5.89% |
$17.5K - $18.4K
|
3.87K
$303K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-278- 8.11% |
$20.1K - $21.1K
|
3.15K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-294- 0.79% |
$21.3K - $22.3K
|
37K
$2.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-294- 1.61% |
$21.3K - $22.3K
|
18K
$1.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-307- 9.25% |
$22.2K - $23.3K
|
3.01K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-312- 4.98% |
$22.6K - $23.7K
|
5.95K
$466K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-325- 3.98% |
$23.5K - $24.7K
|
7.85K
$614K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-337- 1.24% |
$24.4K - $25.6K
|
26.9K
$2.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-338- 3.92% |
$24.5K - $25.7K
|
8.28K
$648K
|