Purchases and Sales Made in Q2 2024 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q2 2024. 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 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-457- 8.57% |
$51.8K - $56.6K
|
4.88K
$711K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-474- 21.81% |
$53.8K - $58.7K
|
1.7K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-475- 6.1% |
$53.9K - $58.8K
|
7.32K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-485- 6.33% |
$55K - $60.1K
|
7.18K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-497- 5.69% |
$56.4K - $61.6K
|
8.23K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-606- 2.62% |
$68.7K - $75.1K
|
22.5K
$3.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-606- 1.61% |
$68.7K - $75.1K
|
37.1K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-636- 2.83% |
$72.1K - $78.8K
|
21.9K
$3.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-664- 2.98% |
$75.3K - $82.2K
|
21.6K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-727- 13.75% |
$82.5K - $90.1K
|
4.56K
$665K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-795- 14.55% |
$90.2K - $98.5K
|
4.67K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-830- 0.69% |
$94.1K - $103K
|
120K
$17.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-853- 34.2% |
$96.7K - $106K
|
1.64K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-960- 10.9% |
$109K - $119K
|
7.85K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.08K- 3.5% |
$123K - $134K
|
29.8K
$4.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 85.8% |
$164K - $180K
|
240
$35K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-1.64K- 35.01% |
$186K - $203K
|
3.04K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.66K- 4.94% |
$188K - $205K
|
31.9K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.8K- 13.69% |
$205K - $223K
|
11.4K
$1.66M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 51.04% |
$236K - $258K
|
2K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.09K- 4.02% |
$237K - $259K
|
49.9K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.18K- 5.8% |
$247K - $270K
|
35.4K
$5.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.25K- 6.28% |
$255K - $279K
|
33.6K
$4.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.26K- 15.74% |
$256K - $280K
|
12.1K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.58K- 10.49% |
$293K - $320K
|
22K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.95K- 1.12% |
$335K - $366K
|
261K
$38.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.49K- 29.66% |
$396K - $433K
|
8.29K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.78K- 3.54% |
$429K - $468K
|
103K
$15M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.91K- 21.96% |
$443K - $484K
|
13.9K
$2.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.14K- 13.12% |
$469K - $513K
|
27.4K
$3.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.31K- 12.84% |
$488K - $533K
|
29.2K
$4.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-4.55K- 9.39% |
$516K - $564K
|
44K
$6.41M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.65K- 3.57% |
$527K - $576K
|
125K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.67KClosed |
$530K - $579K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.17K- 11.66% |
$586K - $640K
|
39.1K
$5.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.6K- 43.77% |
$635K - $693K
|
7.19K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.62K- 14.67% |
$638K - $697K
|
32.7K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.37K- 12.1% |
$723K - $790K
|
46.3K
$6.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.6K- 6.11% |
$748K - $817K
|
101K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.59K- 4.21% |
$861K - $941K
|
173K
$25.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.77K- 11.6% |
$881K - $962K
|
59.2K
$8.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.4K- 10.34% |
$1.75M - $1.91M
|
134K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-24.8K- 11.21% |
$2.81M - $3.07M
|
196K
$28.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71.1K- 94.43% |
$8.06M - $8.8M
|
4.19K
$611K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-80.4K- 9.59% |
$9.11M - $9.95M
|
757K
$110M
|