Purchases and Sales Made in Q4 2022 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
285KNew |
$16.7M - $19.8M
|
285K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
196K+ 176.6% |
$11.5M - $13.6M
|
308K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 5.04% |
$9.03M - $10.7M
|
3.22M
$260M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
106KNew |
$6.2M - $7.35M
|
106K
$8.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 141.67% |
$4.73M - $5.61M
|
138K
$11.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
62.2KNew |
$3.64M - $4.31M
|
62.2K
$5.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
45.1K+ 125.65% |
$2.64M - $3.13M
|
81.1K
$6.55M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
44.3KNew |
$2.59M - $3.07M
|
44.3K
$3.58M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
44KNew |
$2.57M - $3.05M
|
44K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.1K+ 5.22% |
$2.52M - $2.99M
|
868K
$70.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
35.9KNew |
$2.1M - $2.49M
|
35.9K
$2.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.2K+ 10.95% |
$2M - $2.38M
|
347K
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 12.61% |
$1.72M - $2.04M
|
262K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.1K+ 94.85% |
$1.53M - $1.81M
|
53.6K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.6KNew |
$1.38M - $1.64M
|
23.6K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
22.7KNew |
$1.32M - $1.57M
|
22.7K
$1.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.8K+ 136.82% |
$1.27M - $1.51M
|
37.7K
$3.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.1K+ 53.24% |
$1.24M - $1.47M
|
60.8K
$4.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 9.05% |
$1.22M - $1.45M
|
252K
$20.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 44.3% |
$1.09M - $1.29M
|
60.6K
$4.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.1K+ 65.29% |
$1.06M - $1.25M
|
45.7K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.3K+ 282.93% |
$1.01M - $1.2M
|
23.4K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8K+ 156.37% |
$980K - $1.16M
|
27.5K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3K+ 47.03% |
$897K - $1.06M
|
48K
$3.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
14K+ 9.82% |
$816K - $968K
|
156K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 10.86% |
$805K - $955K
|
141K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2K+ 209.71% |
$594K - $704K
|
15K
$1.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.28KNew |
$543K - $644K
|
9.28K
$750K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
8.11KNew |
$474K - $562K
|
8.11K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.49K+ 12.2% |
$438K - $520K
|
68.9K
$5.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.36K+ 12.25% |
$430K - $510K
|
67.4K
$5.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.64K+ 9.54% |
$388K - $460K
|
76.2K
$6.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.28K+ 0.59% |
$367K - $436K
|
1.07M
$86.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.23K+ 5.7% |
$364K - $432K
|
116K
$9.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.01KNew |
$351K - $417K
|
6.01K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.22K+ 27.82% |
$305K - $362K
|
24K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.11KNew |
$298K - $354K
|
5.11K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.88KNew |
$286K - $339K
|
4.88K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.46KNew |
$261K - $310K
|
4.46K
$361K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.3KNew |
$252K - $298K
|
4.3K
$348K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.76KNew |
$220K - $261K
|
3.76K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.72K+ 0.68% |
$218K - $258K
|
548K
$44.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.62KNew |
$212K - $251K
|
3.62K
$293K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.62KNew |
$212K - $251K
|
3.62K
$293K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.48KNew |
$203K - $241K
|
3.48K
$281K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
3.37KNew |
$197K - $234K
|
3.37K
$272K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.37KNew |
$197K - $233K
|
3.37K
$272K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.26KNew |
$191K - $226K
|
3.26K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.23KNew |
$189K - $224K
|
3.23K
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.21KNew |
$188K - $223K
|
3.21K
$260K
|