Purchases and Sales Made in Q4 2022 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
838+ 22.92% |
$71.8K - $82.5K
|
4.49K
$639K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
588New |
$50.4K - $57.9K
|
588
$83.7K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
480New |
$41.1K - $47.3K
|
480
$68.3K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
282New |
$24.2K - $27.8K
|
282
$40.1K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
106+ 1.12% |
$9.08K - $10.4K
|
9.6K
$1.37M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
82+ 1.56% |
$7.03K - $8.08K
|
5.34K
$759K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52New |
$4.46K - $5.12K
|
52
$7.4K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
46New |
$3.94K - $4.53K
|
46
$6.54K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41+ 0.24% |
$3.51K - $4.04K
|
17.4K
$2.48M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38+ 0.22% |
$3.26K - $3.74K
|
17.6K
$2.5M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
27+ 0.2% |
$2.31K - $2.66K
|
13.6K
$1.93M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
25New |
$2.14K - $2.46K
|
25
$3.56K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25New |
$2.14K - $2.46K
|
25
$3.56K
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
25+ 0.21% |
$2.14K - $2.46K
|
11.9K
$1.69M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 6.78% |
$2.06K - $2.36K
|
378
$53.8K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10+ 0.17% |
$857 - $985
|
5.8K
$824K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9+ 0.38% |
$771 - $886
|
2.36K
$336K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 0.2% |
$685 - $788
|
4.1K
$584K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$600 - $689
|
7.44K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.24% |
$514 - $591
|
2.55K
$362K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.07% |
$257 - $295
|
4.01K
$570K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.11% |
$257 - $295
|
2.62K
$373K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1- 0.02% |
$85.7 - $98.5
|
4.73K
$674K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4- 0.13% |
$343 - $394
|
3.15K
$447K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.24% |
$1.37K - $1.58K
|
6.68K
$951K
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-16- 0.32% |
$1.37K - $1.58K
|
4.97K
$707K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-46- 0.47% |
$3.94K - $4.53K
|
9.71K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-47- 0.94% |
$4.03K - $4.63K
|
4.96K
$706K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48- 0.82% |
$4.11K - $4.73K
|
5.78K
$822K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-58- 29.15% |
$4.97K - $5.71K
|
141
$20.1K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-62- 3.4% |
$5.31K - $6.11K
|
1.76K
$251K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64- 2.25% |
$5.48K - $6.3K
|
2.78K
$395K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-70- 0.61% |
$6K - $6.89K
|
11.4K
$1.62M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-76- 18.86% |
$6.51K - $7.48K
|
327
$46.5K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93- 0.94% |
$7.97K - $9.16K
|
9.78K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-110- 3.67% |
$9.42K - $10.8K
|
2.88K
$410K
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-124- 3.06% |
$10.6K - $12.2K
|
3.93K
$560K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-125- 1.03% |
$10.7K - $12.3K
|
12K
$1.7M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-126- 3.5% |
$10.8K - $12.4K
|
3.47K
$494K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-140- 4.38% |
$12K - $13.8K
|
3.05K
$434K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-151- 4.96% |
$12.9K - $14.9K
|
2.89K
$411K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-199- 2.57% |
$17.1K - $19.6K
|
7.55K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-239- 4.44% |
$20.5K - $23.5K
|
5.14K
$732K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-304- 11.99% |
$26K - $29.9K
|
2.23K
$318K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-306- 12.8% |
$26.2K - $30.1K
|
2.09K
$297K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-307- 3.15% |
$26.3K - $30.2K
|
9.42K
$1.34M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-398- 14.64% |
$34.1K - $39.2K
|
2.32K
$330K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400- 3.59% |
$34.3K - $39.4K
|
10.8K
$1.53M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-426- 12.26% |
$36.5K - $42K
|
3.05K
$434K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-480- 3.03% |
$41.1K - $47.3K
|
15.3K
$2.18M
|