Purchases and Sales Made in Q4 2023 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
317K+ 10857.22% |
$29M - $34.9M
|
320K
$46.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
128K+ 76.15% |
$11.7M - $14.1M
|
296K
$42.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44.1K+ 35.85% |
$4.04M - $4.85M
|
167K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 2.21% |
$1.95M - $2.34M
|
982K
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4K+ 141.86% |
$1.68M - $2.02M
|
31.3K
$4.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7K+ 108.98% |
$1.62M - $1.95M
|
34K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$990K - $1.19M
|
10.8K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8.73K+ 52.13% |
$799K - $960K
|
25.5K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.96K+ 104.26% |
$729K - $876K
|
15.6K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.43K+ 6.57% |
$680K - $817K
|
121K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.74K+ 20433.33% |
$617K - $742K
|
6.78K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.64KNew |
$608K - $730K
|
6.64K
$962K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.88KNew |
$446K - $536K
|
4.88K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.63KNew |
$424K - $510K
|
4.63K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.63KNew |
$424K - $509K
|
4.63K
$671K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.7KNew |
$339K - $407K
|
3.7K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.44K+ 81.91% |
$315K - $379K
|
7.64K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.37K+ 0.87% |
$309K - $371K
|
390K
$56.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.36K+ 226.42% |
$308K - $370K
|
4.84K
$702K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.25KNew |
$298K - $358K
|
3.25K
$472K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39K+ 0.28% |
$218K - $263K
|
854K
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 44.45% |
$216K - $259K
|
7.66K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.22K+ 13.76% |
$203K - $244K
|
18.3K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.07KNew |
$190K - $228K
|
2.07K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.07K+ 6.8% |
$190K - $228K
|
32.5K
$4.72M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.06KNew |
$189K - $227K
|
2.06K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2KNew |
$183K - $220K
|
2K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2KNew |
$183K - $220K
|
2K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.96K+ 2.98% |
$180K - $216K
|
67.8K
$9.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.92KNew |
$176K - $211K
|
1.92K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.91KNew |
$175K - $211K
|
1.91K
$277K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.87KNew |
$171K - $206K
|
1.87K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.85KNew |
$169K - $204K
|
1.85K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.84K+ 45.59% |
$168K - $202K
|
5.87K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.83KNew |
$168K - $202K
|
1.83K
$266K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.79KNew |
$163K - $196K
|
1.79K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 7.02% |
$163K - $196K
|
27.1K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45KNew |
$133K - $160K
|
1.45K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 2.49% |
$130K - $157K
|
58.7K
$8.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.27K+ 34.56% |
$116K - $140K
|
4.95K
$717K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.24KNew |
$114K - $137K
|
1.24K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.11KNew |
$101K - $122K
|
1.11K
$160K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
881+ 11.98% |
$80.7K - $96.9K
|
8.24K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
733New |
$67.1K - $80.7K
|
733
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
688+ 1859.46% |
$63K - $75.7K
|
725
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
665+ 7.68% |
$60.9K - $73.2K
|
9.32K
$1.35M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
557+ 18.06% |
$51K - $61.3K
|
3.64K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
491+ 2.29% |
$45K - $54K
|
21.9K
$3.18M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
488+ 8.93% |
$44.7K - $53.7K
|
5.95K
$863K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
486+ 2.0% |
$44.5K - $53.5K
|
24.8K
$3.6M
|