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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-218- 3.84% |
$20.8K - $22.7K
|
5.45K
$783K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-224- 2.49% |
$21.4K - $23.4K
|
8.77K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-231- 3.47% |
$22.1K - $24.1K
|
6.42K
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-237- 1.39% |
$22.7K - $24.7K
|
16.8K
$2.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-245- 0.9% |
$23.4K - $25.5K
|
27K
$3.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-302- 3.32% |
$28.9K - $31.5K
|
8.8K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-303- 11.07% |
$29K - $31.6K
|
2.43K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-325- 4.88% |
$31.1K - $33.9K
|
6.34K
$910K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-325- 3.18% |
$31.1K - $33.9K
|
9.88K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-335- 10.86% |
$32K - $34.9K
|
2.75K
$395K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-376- 8.9% |
$36K - $39.2K
|
3.85K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-455- 29.0% |
$43.5K - $47.4K
|
1.11K
$160K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-530- 11.09% |
$50.7K - $55.3K
|
4.25K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-587- 19.24% |
$56.1K - $61.2K
|
2.46K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-744- 1.21% |
$71.1K - $77.6K
|
60.6K
$8.7M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-763- 15.74% |
$73K - $79.5K
|
4.08K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-803- 3.93% |
$76.8K - $83.7K
|
19.6K
$2.82M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-854- 23.43% |
$81.7K - $89K
|
2.79K
$401K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 29.75% |
$97.1K - $106K
|
2.4K
$344K
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.06K- 2.18% |
$101K - $110K
|
47.4K
$6.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.08K- 5.45% |
$103K - $112K
|
18.7K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.13KClosed |
$108K - $117K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 30.62% |
$128K - $139K
|
3.03K
$434K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 2.12% |
$136K - $148K
|
65.8K
$9.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.43K- 10.52% |
$137K - $149K
|
12.2K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49KClosed |
$142K - $155K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.63K- 2.76% |
$156K - $170K
|
57.5K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.73K- 8.42% |
$166K - $180K
|
18.8K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.79K- 4.65% |
$171K - $186K
|
36.6K
$5.26M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.85K- 20.09% |
$177K - $193K
|
7.36K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 8.07% |
$190K - $207K
|
22.7K
$3.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.13K- 4.63% |
$204K - $222K
|
43.9K
$6.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.37K- 11.45% |
$227K - $247K
|
18.3K
$2.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.43K- 5.01% |
$232K - $253K
|
46.1K
$6.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 29.71% |
$291K - $317K
|
7.19K
$1.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.06K- 10.95% |
$293K - $319K
|
24.9K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.58K- 8.11% |
$342K - $373K
|
40.5K
$5.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.79K- 54.93% |
$363K - $396K
|
3.11K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.53K- 17.39% |
$433K - $472K
|
21.5K
$3.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 2.18% |
$445K - $485K
|
209K
$30M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.35K- 19.97% |
$511K - $557K
|
21.4K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.89K- 12.68% |
$850K - $927K
|
61.3K
$8.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.43K- 3.24% |
$902K - $983K
|
282K
$40.5M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.5K- 57.77% |
$1M - $1.09M
|
7.66K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.1K- 23.74% |
$1.16M - $1.26M
|
38.9K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 14.49% |
$1.24M - $1.35M
|
76.5K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.6K- 2.93% |
$1.3M - $1.42M
|
452K
$64.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-25.2K- 20.09% |
$2.41M - $2.62M
|
100K
$14.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.2K- 2.58% |
$2.51M - $2.74M
|
991K
$142M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.8K- 43.05% |
$2.85M - $3.1M
|
39.4K
$5.66M
|