Purchases and Sales Made in Q3 2021 in First Tr Large Cap Value (FTA)

FTA Quotes by TradingView

This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
2.91M
New
$186M - $198M
2.91M $236M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
171K
+ 16.71%
$10.9M - $11.6M
1.19M $96.3M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
123K
+ 22.23%
$7.85M - $8.36M
677K $54.8M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
65.5K
New
$4.18M - $4.45M
65.5K $5.3M
Feb 23, 2022 Q3 2021
Fsb Premier Wealth Management, Inc.

BUY
 -
56.4K
+ 1056.2%
$3.59M - $3.83M
61.7K $4.99M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
33.8K
+ 20.79%
$2.15M - $2.29M
196K $15.9M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
27.7K
+ 12.44%
$1.76M - $1.88M
250K $20.2M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
25.8K
New
$1.64M - $1.75M
25.8K $2.09M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
22.3K
+ 147.79%
$1.42M - $1.52M
37.4K $3.03M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
12.8K
+ 121.31%
$819K - $872K
23.4K $1.89M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.5K
New
$734K - $781K
11.5K $931K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
11K
+ 48.8%
$698K - $743K
33.4K $2.7M
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
9.7K
+ 18.31%
$618K - $658K
62.6K $5.06M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
9.69K
+ 19.15%
$618K - $657K
60.3K $4.87M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
8.07K
New
$514K - $547K
8.07K $652K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
6.62K
+ 1.61%
$422K - $449K
418K $33.8M
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

BUY
 -
5.43K
+ 22.63%
$346K - $369K
29.4K $2.38M
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

BUY
 -
5.23K
New
$333K - $355K
5.23K $423K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
5.11K
+ 39.69%
$325K - $346K
18K $1.45M
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
5.1K
+ 7.84%
$325K - $346K
70.1K $5.67M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.18K
New
$267K - $284K
4.18K $338K
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.17K
+ 4.99%
$266K - $283K
87.8K $7.1M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.07K
+ 6.49%
$259K - $276K
66.7K $5.39M
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

BUY
 -
4.03K
New
$257K - $273K
4.03K $326K
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
3.51K
+ 41.06%
$224K - $238K
12K $974K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.5K
+ 8.29%
$223K - $237K
45.6K $3.69M
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.22K
New
$205K - $219K
3.22K $260K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
3.13K
+ 82.15%
$199K - $212K
6.93K $560K
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

BUY
 -
3.01K
+ 28.16%
$192K - $204K
13.7K $1.11M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
2.86K
+ 3.48%
$183K - $194K
85.1K $6.88M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.58K
+ 1.19%
$165K - $175K
220K $17.7M
Nov 15, 2021 Q3 2021
First Trust Advisors LP

Wheaton, IL
BUY
 -
2.45K
+ 14.5%
$156K - $167K
19.4K $1.57M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
2.32K
+ 2.12%
$148K - $158K
112K $9.04M
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.13K
+ 27.67%
$136K - $145K
9.83K $795K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.96K
+ 3.79%
$125K - $133K
53.7K $4.34M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
1.59K
New
$101K - $108K
1.59K $128K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.46K
+ 4.81%
$92.9K - $98.9K
31.7K $2.56M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
1.41K
+ 7.74%
$89.6K - $95.3K
19.6K $1.58M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.18K
+ 4.19%
$75.3K - $80.1K
29.4K $2.38M
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.18K
+ 4.19%
$75.3K - $80.1K
29.4K $2.38M
Oct 21, 2021 Q3 2021
1776 Wealth LLC

BUY
 -
1.09K
+ 31.18%
$69.7K - $74.2K
4.6K $372K
Oct 21, 2021 Q3 2021
Concorde Asset Management, LLC

BUY
 -
888
+ 14.03%
$56.6K - $60.3K
7.22K $583K
Oct 12, 2021 Q3 2021
Harbor Investment Advisory, LLC

BUY
 -
782
New
$49.9K - $53.1K
782 $63.2K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
713
+ 5.36%
$45.5K - $48.4K
14K $1.13M
Nov 02, 2021 Q3 2021
Benjamin Edwards Inc

Clayton, MO
BUY
 -
702
+ 18.9%
$44.8K - $47.6K
4.42K $357K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
650
+ 30.4%
$41.4K - $44.1K
2.79K $225K
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
612
+ 16.79%
$39K - $41.5K
4.26K $344K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
585
+ 15.79%
$37.3K - $39.7K
4.29K $347K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
524
+ 2.97%
$33.4K - $35.6K
18.2K $1.47M

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