Purchases and Sales Made in Q4 2021 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
162KNew |
$10.5M - $11.3M
|
162K
$13.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
127KNew |
$8.25M - $8.88M
|
127K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 4.26% |
$8.06M - $8.67M
|
3.04M
$246M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
91.4KNew |
$5.93M - $6.39M
|
91.4K
$7.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.4K+ 37.44% |
$4.77M - $5.13M
|
270K
$21.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
68.5KNew |
$4.45M - $4.79M
|
68.5K
$5.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.7K+ 1581.02% |
$3.23M - $3.48M
|
52.9K
$4.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
46K+ 6.79% |
$2.99M - $3.22M
|
723K
$58.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.3K+ 17.32% |
$2.81M - $3.03M
|
294K
$23.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.3K+ 9.47% |
$2.75M - $2.96M
|
489K
$39.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.1KNew |
$2.28M - $2.45M
|
35.1K
$2.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.5K+ 86.75% |
$1.92M - $2.07M
|
63.6K
$5.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
26.3KNew |
$1.71M - $1.84M
|
26.3K
$2.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.5K+ 29.99% |
$1.66M - $1.79M
|
111K
$8.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.4K+ 5.6% |
$1.52M - $1.63M
|
441K
$35.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 18.27% |
$1.33M - $1.43M
|
132K
$10.7M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
17.8KNew |
$1.16M - $1.25M
|
17.8K
$1.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
16.6KNew |
$1.08M - $1.16M
|
16.6K
$1.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.6KNew |
$882K - $949K
|
13.6K
$1.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
13.1K+ 21.66% |
$848K - $913K
|
73.3K
$5.93M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
12.6KNew |
$816K - $879K
|
12.6K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
10.5KNew |
$680K - $732K
|
10.5K
$847K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.24K+ 12.66% |
$600K - $646K
|
82.2K
$6.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
9.15KNew |
$594K - $640K
|
9.15K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.04K+ 2436.39% |
$587K - $632K
|
9.41K
$761K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.25K+ 15.37% |
$536K - $577K
|
62K
$5.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8KNew |
$442K - $475K
|
6.8K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
6.73K+ 5.33% |
$437K - $470K
|
133K
$10.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6.52KNew |
$423K - $456K
|
6.52K
$527K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.21KNew |
$403K - $434K
|
6.21K
$502K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.05K+ 7.78% |
$393K - $423K
|
83.7K
$6.77M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.7KNew |
$370K - $398K
|
5.7K
$461K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.46K+ 27.9% |
$354K - $381K
|
25K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.16KNew |
$335K - $361K
|
5.16K
$418K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.83K+ 40.05% |
$313K - $337K
|
16.9K
$1.36M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.81KNew |
$312K - $336K
|
4.81K
$389K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.49KNew |
$292K - $314K
|
4.49K
$363K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.68K+ 2.15% |
$239K - $257K
|
175K
$14.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 10.9% |
$225K - $242K
|
35.2K
$2.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.36K+ 7.36% |
$218K - $235K
|
49K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.23KNew |
$209K - $225K
|
3.23K
$261K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.17K+ 5.06% |
$206K - $221K
|
65.8K
$5.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
3.17K+ 7.89% |
$206K - $221K
|
43.3K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.11KNew |
$202K - $217K
|
3.11K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 5.34% |
$189K - $203K
|
57.3K
$4.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.82K+ 3.22% |
$183K - $197K
|
90.6K
$7.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.46K+ 248.99% |
$159K - $172K
|
3.44K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.42K+ 17.71% |
$157K - $169K
|
16.1K
$1.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.14K+ 7.26% |
$139K - $149K
|
31.6K
$2.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12KNew |
$137K - $148K
|
2.12K
$171K
|