Purchases and Sales Made in Q2 2023 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR LGE CAP GROWTH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
468+ 9.51% |
$42.5K - $47.4K
|
5.39K
$781K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
455+ 7.33% |
$41.4K - $46.1K
|
6.66K
$966K
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
394+ 7.93% |
$35.8K - $39.9K
|
5.36K
$777K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
369+ 10.36% |
$33.5K - $37.4K
|
3.93K
$570K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
369+ 5.44% |
$33.5K - $37.4K
|
7.15K
$1.04M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
308+ 9.23% |
$28K - $31.2K
|
3.65K
$529K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
304+ 7.4% |
$27.6K - $30.8K
|
4.41K
$640K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250+ 9.3% |
$22.7K - $25.3K
|
2.94K
$426K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
148+ 1.89% |
$13.5K - $15K
|
7.99K
$1.16M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
130+ 0.77% |
$11.8K - $13.2K
|
17K
$2.47M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 0.35% |
$8.55K - $9.52K
|
27.3K
$3.96M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
64New |
$5.82K - $6.48K
|
64
$9.28K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
61+ 1.3% |
$5.55K - $6.18K
|
4.76K
$690K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
55+ 2.13% |
$5K - $5.57K
|
2.63K
$382K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 1.71% |
$4.09K - $4.56K
|
2.68K
$388K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
32+ 0.09% |
$2.91K - $3.24K
|
35.5K
$5.15M
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
27+ 0.11% |
$2.45K - $2.73K
|
24K
$3.48M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26+ 6.99% |
$2.36K - $2.63K
|
398
$57.7K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.19% |
$909 - $1.01K
|
5.31K
$770K
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.08% |
$818 - $912
|
11.9K
$1.73M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.13% |
$455 - $506
|
3.85K
$558K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$273 - $304
|
2.28K
$331K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.42% |
$273 - $304
|
723
$105K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$90.9 - $101
|
2.77K
$401K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$90.9 - $101
|
2.57K
$372K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-8- 0.37% |
$727 - $810
|
2.15K
$311K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.39% |
$727 - $810
|
2.04K
$296K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13- 0.3% |
$1.18K - $1.32K
|
4.36K
$632K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13- 0.87% |
$1.18K - $1.32K
|
1.49K
$216K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.49% |
$1.82K - $2.03K
|
4.08K
$592K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-30- 0.58% |
$2.73K - $3.04K
|
5.11K
$740K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 2.68% |
$2.82K - $3.14K
|
1.13K
$163K
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-31- 0.13% |
$2.82K - $3.14K
|
24.7K
$3.58M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45- 1.28% |
$4.09K - $4.56K
|
3.48K
$505K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-65- 3.98% |
$5.91K - $6.58K
|
1.57K
$228K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-66- 2.33% |
$6K - $6.69K
|
2.77K
$402K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-79- 1.93% |
$7.18K - $8K
|
4.02K
$582K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82- 1.22% |
$7.45K - $8.31K
|
6.65K
$964K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-90- 0.94% |
$8.18K - $9.12K
|
9.51K
$1.38M
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-107- 0.22% |
$9.73K - $10.8K
|
48.5K
$7.03M
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-118- 1.59% |
$10.7K - $12K
|
7.33K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-122- 3.04% |
$11.1K - $12.4K
|
3.89K
$563K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-135- 1.02% |
$12.3K - $13.7K
|
13.1K
$1.9M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-140- 2.91% |
$12.7K - $14.2K
|
4.67K
$676K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-146- 5.06% |
$13.3K - $14.8K
|
2.74K
$397K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-178- 5.08% |
$16.2K - $18K
|
3.33K
$483K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-186- 3.18% |
$16.9K - $18.8K
|
5.67K
$822K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-190- 5.86% |
$17.3K - $19.2K
|
3.05K
$442K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-235- 3.14% |
$21.4K - $23.8K
|
7.24K
$1.05M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-245- 1.17% |
$22.3K - $24.8K
|
20.7K
$3M
|