Purchases and Sales Made in Q3 2023 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
484+ 23.73% |
$46.3K - $50.5K
|
2.52K
$362K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
467+ 6.99% |
$44.7K - $48.7K
|
7.15K
$1.03M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
458+ 2.09% |
$43.8K - $47.7K
|
22.3K
$3.21M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
360+ 7.57% |
$34.4K - $37.5K
|
5.12K
$735K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
272New |
$26K - $28.4K
|
272
$39.1K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204+ 0.81% |
$19.5K - $21.3K
|
25.4K
$3.64M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
191New |
$18.3K - $19.9K
|
191
$27.4K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
178+ 3.82% |
$17K - $18.6K
|
4.84K
$696K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
164+ 41.21% |
$15.7K - $17.1K
|
562
$80.7K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
164+ 4.17% |
$15.7K - $17.1K
|
4.1K
$588K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
138+ 0.55% |
$13.2K - $14.4K
|
25.1K
$3.61M
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
87+ 0.36% |
$8.32K - $9.07K
|
24.1K
$3.46M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
84+ 1.16% |
$8.03K - $8.76K
|
7.33K
$1.05M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
62New |
$5.93K - $6.46K
|
62
$8.9K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57+ 0.35% |
$5.45K - $5.94K
|
16.3K
$2.34M
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
47+ 0.15% |
$4.49K - $4.9K
|
30.8K
$4.43M
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
44+ 1.07% |
$4.21K - $4.59K
|
4.16K
$598K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37New |
$3.54K - $3.86K
|
37
$5.31K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
33+ 0.25% |
$3.16K - $3.44K
|
13.1K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
33New |
$3.16K - $3.44K
|
33
$4.74K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33+ 0.4% |
$3.16K - $3.44K
|
8.35K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25+ 0.29% |
$2.39K - $2.61K
|
8.74K
$1.26M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
24+ 0.62% |
$2.3K - $2.5K
|
3.87K
$556K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
10+ 0.2% |
$956 - $1.04K
|
4.97K
$714K
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
9+ 0.07% |
$861 - $938
|
13.1K
$1.88M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8New |
$765 - $834
|
8
$1.15K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.09% |
$383 - $417
|
4.42K
$634K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.09% |
$191 - $209
|
2.29K
$328K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$95.6 - $104
|
3.89K
$558K
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$95.6 - $104
|
2.57K
$369K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.04% |
$95.6 - $104
|
2.72K
$390K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$95.6 - $104
|
2.77K
$398K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.14% |
$95.6 - $104
|
724
$104K
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$95.6 - $104
|
3.53K
$507K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.19% |
$956 - $1.04K
|
5.3K
$762K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12- 0.46% |
$1.15K - $1.25K
|
2.62K
$377K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-16- 0.54% |
$1.53K - $1.67K
|
2.92K
$420K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-17- 0.79% |
$1.63K - $1.77K
|
2.13K
$306K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-19- 0.47% |
$1.82K - $1.98K
|
4.07K
$584K
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 0.56% |
$2.87K - $3.13K
|
5.36K
$770K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-32- 0.86% |
$3.06K - $3.34K
|
3.68K
$528K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-48- 1.61% |
$4.59K - $5K
|
2.93K
$421K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 1.55% |
$5.74K - $6.26K
|
3.82K
$548K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-75- 2.71% |
$7.17K - $7.82K
|
2.7K
$387K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-92- 1.26% |
$8.8K - $9.59K
|
7.23K
$1.04M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-104- 2.59% |
$9.95K - $10.8K
|
3.91K
$562K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-107- 2.0% |
$10.2K - $11.2K
|
5.24K
$753K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-121- 2.37% |
$11.6K - $12.6K
|
4.98K
$716K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-129- 15.34% |
$12.3K - $13.4K
|
712
$102K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-196- 2.06% |
$18.7K - $20.4K
|
9.31K
$1.34M
|