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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-341- 2.9% |
$24.7K - $25.9K
|
11.4K
$894K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-400- 63.8% |
$28.9K - $30.4K
|
227
$17.8K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-471- 1.99% |
$34.1K - $35.8K
|
23.2K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-493- 11.93% |
$35.7K - $37.5K
|
3.64K
$285K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-506- 6.49% |
$36.6K - $38.5K
|
7.3K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-512- 4.79% |
$37K - $38.9K
|
10.2K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-558- 13.76% |
$40.4K - $42.4K
|
3.5K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-558- 2.89% |
$40.4K - $42.4K
|
18.8K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-594- 14.77% |
$43K - $45.1K
|
3.43K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-655- 6.61% |
$47.4K - $49.8K
|
9.25K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-695- 8.38% |
$50.3K - $52.8K
|
7.6K
$595K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-751- 8.27% |
$54.3K - $57.1K
|
8.33K
$652K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-849- 7.32% |
$61.4K - $64.5K
|
10.8K
$842K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-870- 10.31% |
$63K - $66.1K
|
7.57K
$593K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-959- 13.76% |
$69.4K - $72.9K
|
6.01K
$471K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-967- 2.64% |
$70K - $73.5K
|
35.6K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-982- 1.79% |
$71.1K - $74.6K
|
53.9K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1K- 1.99% |
$72.6K - $76.3K
|
49.6K
$3.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.04K- 19.31% |
$75.3K - $79.1K
|
4.35K
$340K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.15K- 20.35% |
$83.2K - $87.4K
|
4.5K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.15K- 4.66% |
$83.4K - $87.6K
|
23.6K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.24K- 9.14% |
$89.7K - $94.2K
|
12.3K
$964K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.26K- 9.45% |
$91.2K - $95.8K
|
12.1K
$946K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.35K- 2.61% |
$97.3K - $102K
|
50.2K
$3.93M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.9K- 17.84% |
$138K - $144K
|
8.75K
$685K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.92K- 26.55% |
$139K - $146K
|
5.3K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.04K- 10.51% |
$147K - $155K
|
17.4K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 3.73% |
$154K - $162K
|
54.9K
$4.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 2.9% |
$164K - $172K
|
75.8K
$5.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.36K- 10.12% |
$171K - $179K
|
21K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.44K- 13.06% |
$177K - $186K
|
16.3K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 34.13% |
$213K - $223K
|
5.67K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.48K- 19.06% |
$252K - $265K
|
14.8K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.95KClosed |
$286K - $300K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.33K- 5.5% |
$313K - $329K
|
74.4K
$5.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-4.86K- 3.68% |
$352K - $370K
|
127K
$9.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.88K- 0.23% |
$353K - $371K
|
2.11M
$165M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.88K- 0.23% |
$353K - $371K
|
2.11M
$165M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.07K- 0.52% |
$367K - $385K
|
979K
$76.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.64K- 1.02% |
$408K - $428K
|
545K
$42.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.68K- 15.61% |
$411K - $432K
|
30.7K
$2.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.76K- 7.27% |
$417K - $438K
|
73.5K
$5.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.45K- 3.14% |
$467K - $490K
|
199K
$15.6M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.65K- 50.28% |
$481K - $505K
|
6.58K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.87K- 2.04% |
$497K - $522K
|
330K
$25.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7K- 34.06% |
$507K - $532K
|
13.5K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.51K- 7.5% |
$543K - $570K
|
92.6K
$7.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-7.51K- 15.48% |
$543K - $571K
|
41K
$3.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.7K- 19.84% |
$778K - $817K
|
43.4K
$3.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11.1K- 32.84% |
$803K - $843K
|
22.7K
$1.78M
|