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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.04K+ 17.57% |
$132K - $142K
|
13.6K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.89K+ 2.88% |
$123K - $132K
|
67.4K
$5.45M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.87K+ 46.43% |
$122K - $131K
|
5.9K
$477K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
1.73K+ 37.54% |
$112K - $121K
|
6.32K
$511K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 2.03% |
$92.3K - $99.3K
|
71.5K
$5.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.28K+ 2.08% |
$82.9K - $89.2K
|
62.6K
$5.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.13K+ 40.42% |
$73.2K - $78.8K
|
3.92K
$317K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.1KNew |
$71.3K - $76.7K
|
1.1K
$88.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 1.92% |
$65.3K - $70.3K
|
53.4K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
868+ 7.16% |
$56.4K - $60.7K
|
13K
$1.05M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
694New |
$45.1K - $48.5K
|
694
$56.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
670New |
$43.5K - $46.8K
|
670
$54.2K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
557New |
$36.2K - $38.9K
|
557
$45K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
475+ 3.39% |
$30.9K - $33.2K
|
14.5K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
325+ 1.11% |
$21.1K - $22.7K
|
29.7K
$2.4M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
325+ 1.11% |
$21.1K - $22.7K
|
29.7K
$2.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
301+ 6.91% |
$19.5K - $21K
|
4.65K
$376K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
296+ 6.9% |
$19.2K - $20.7K
|
4.59K
$371K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
288+ 6.61% |
$18.7K - $20.1K
|
4.65K
$376K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
287+ 3.56% |
$18.6K - $20.1K
|
8.36K
$676K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
240+ 5.75% |
$15.6K - $16.8K
|
4.42K
$357K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
232+ 0.47% |
$15.1K - $16.2K
|
49.4K
$3.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$13K - $14K
|
200
$16.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
200+ 2.37% |
$13K - $14K
|
8.66K
$700K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
171+ 0.31% |
$11.1K - $12K
|
55.1K
$4.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
156New |
$10.1K - $10.9K
|
156
$12.6K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
156+ 0.81% |
$10.1K - $10.9K
|
19.5K
$1.58M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
149+ 28.6% |
$9.68K - $10.4K
|
670
$54.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 4.29% |
$8.12K - $8.74K
|
3.04K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109New |
$7.08K - $7.62K
|
109
$8.81K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
85+ 0.47% |
$5.52K - $5.94K
|
18.3K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82+ 0.71% |
$5.33K - $5.73K
|
11.6K
$937K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
71+ 1.36% |
$4.61K - $4.96K
|
5.3K
$428K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52+ 6.31% |
$3.38K - $3.64K
|
876
$70.8K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44+ 41.12% |
$2.86K - $3.08K
|
151
$12.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 14.76% |
$2.6K - $2.8K
|
311
$25.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.62K - $1.75K
|
25
$2.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.3% |
$714 - $769
|
3.71K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.31% |
$650 - $699
|
3.23K
$261K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 0.13% |
$585 - $629
|
6.94K
$561K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3+ 0.07% |
$195 - $210
|
4.28K
$346K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$65 - $69.9
|
3.65K
$295K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-18- 5.5% |
$1.17K - $1.26K
|
309
$25K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-21- 0.47% |
$1.36K - $1.47K
|
4.43K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-38- 5.05% |
$2.47K - $2.66K
|
714
$57.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44- 0.07% |
$2.86K - $3.08K
|
60.4K
$4.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-47- 1.06% |
$3.05K - $3.29K
|
4.37K
$353K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-81- 0.82% |
$5.26K - $5.66K
|
9.78K
$790K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-235- 7.71% |
$15.3K - $16.4K
|
2.81K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-250- 4.64% |
$16.2K - $17.5K
|
5.14K
$416K
|