Purchases and Sales Made in Q3 2022 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 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
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
42.2K
+ 129.57%
$2.43M - $2.92M
74.8K $6.05M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
38K
+ 53.42%
$2.19M - $2.63M
109K $8.83M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
32.2K
+ 3.11%
$1.86M - $2.23M
1.07M $86.3M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
25.9K
+ 3.71%
$1.5M - $1.8M
725K $58.6M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
22.9K
+ 7.9%
$1.32M - $1.58M
313K $25.3M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
21.5K
+ 5.74%
$1.24M - $1.49M
397K $32.1M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
16K
+ 136.5%
$921K - $1.1M
27.7K $2.24M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
14.6K
+ 15.17%
$844K - $1.01M
111K $8.99M
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
14.5K
New
$835K - $1M
14.5K $1.17M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
12.8K
+ 21.83%
$740K - $888K
71.5K $5.78M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
10.2K
+ 34.43%
$586K - $703K
39.7K $3.21M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
6.43K
+ 21.78%
$371K - $445K
35.9K $2.9M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.11K
+ 2.7%
$353K - $423K
233K $18.8M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
5.5K
New
$317K - $381K
5.5K $445K
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
5.38K
New
$311K - $373K
5.38K $435K
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.3K
New
$248K - $298K
4.3K $347K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
4.2K
+ 3.83%
$242K - $291K
114K $9.2M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.06K
+ 152.59%
$234K - $281K
6.72K $543K
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
3.88K
New
$224K - $268K
3.88K $313K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3.87K
New
$223K - $268K
3.87K $312K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
3.66K
New
$211K - $253K
3.66K $296K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
3.31K
+ 14.99%
$191K - $229K
25.4K $2.05M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
2.74K
+ 4.77%
$158K - $189K
60.1K $4.86M
Oct 12, 2022 Q3 2022
Triton Wealth Management, Pllc

BUY
 -
2.6K
+ 6.32%
$150K - $180K
43.8K $3.54M
Nov 01, 2022 Q3 2022
Cottonwood Capital Advisors, LLC

BUY
 -
2.46K
+ 2.68%
$142K - $170K
94.4K $7.63M
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.24K
+ 3.51%
$129K - $155K
66K $5.34M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.21K
+ 4.32%
$127K - $153K
53.3K $4.31M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
2.16K
+ 58.08%
$124K - $149K
5.87K $475K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.44K
+ 3.86%
$83.1K - $99.7K
38.8K $3.14M
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.25K
+ 14.18%
$71.9K - $86.3K
10K $812K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.18K
+ 6.74%
$68.3K - $82K
18.8K $1.52M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.12K
+ 29.4%
$64.8K - $77.8K
4.95K $400K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
1.06K
+ 354.33%
$61.3K - $73.6K
1.36K $110K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
1.01K
New
$58.4K - $70.1K
1.01K $81.8K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
930
+ 4.79%
$53.6K - $64.4K
20.4K $1.65M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
826
+ 2.83%
$47.6K - $57.2K
30K $2.42M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
770
+ 0.66%
$44.4K - $53.3K
118K $9.53M
Oct 11, 2022 Q3 2022
Lvz, Inc.

BUY
 -
760
+ 1.81%
$43.8K - $52.6K
42.8K $3.46M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
650
+ 23.6%
$37.5K - $45K
3.4K $275K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
607
+ 1.47%
$35K - $42K
42K $3.39M
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
604
+ 0.61%
$34.8K - $41.8K
99.5K $8.05M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
530
+ 9.52%
$30.6K - $36.7K
6.1K $493K
Nov 09, 2022 Q3 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
417
+ 0.56%
$24.1K - $28.9K
74.4K $6.02M
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

BUY
 -
352
+ 6.08%
$20.3K - $24.4K
6.14K $496K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
339
+ 0.52%
$19.6K - $23.5K
66.1K $5.34M
Oct 21, 2022 Q3 2022
G&S Capital LLC

BUY
 -
334
+ 2.07%
$19.3K - $23.1K
16.5K $1.33M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
296
+ 0.92%
$17.1K - $20.5K
32.6K $2.64M
Oct 31, 2022 Q3 2022
Concorde Asset Management, LLC

BUY
 -
263
+ 4.21%
$15.2K - $18.2K
6.51K $526K
Oct 12, 2022 Q3 2022
Sawtooth Solutions, LLC

BUY
 -
211
+ 4.16%
$12.2K - $14.6K
5.29K $427K

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