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 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
400New |
$36.6K - $44K
|
400
$58K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
387+ 537.5% |
$35.4K - $42.6K
|
459
$66.6K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
347New |
$31.8K - $38.2K
|
347
$50.3K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
319+ 3.82% |
$29.2K - $35.1K
|
8.67K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
318+ 3.7% |
$29.1K - $35K
|
8.92K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
258+ 5.84% |
$23.6K - $28.4K
|
4.67K
$678K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
217New |
$19.9K - $23.9K
|
217
$31.5K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
185+ 5.94% |
$16.9K - $20.4K
|
3.3K
$478K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
165+ 2.45% |
$15.1K - $18.2K
|
6.89K
$999K
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
155+ 5.14% |
$14.2K - $17.1K
|
3.17K
$460K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
143+ 0.18% |
$13.1K - $15.7K
|
78.8K
$11.4M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
139+ 1.81% |
$12.7K - $15.3K
|
7.8K
$1.13M
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
132+ 1.52% |
$12.1K - $14.5K
|
8.81K
$1.28M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 4.88% |
$10.7K - $12.9K
|
2.51K
$365K
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
98+ 0.41% |
$8.97K - $10.8K
|
24.2K
$3.51M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
96+ 1.1% |
$8.79K - $10.6K
|
8.86K
$1.29M
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
60+ 2.52% |
$5.49K - $6.6K
|
2.45K
$355K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 3.86% |
$3.94K - $4.73K
|
1.16K
$168K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
37+ 0.9% |
$3.39K - $4.07K
|
4.13K
$599K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36+ 0.21% |
$3.3K - $3.96K
|
16.8K
$2.44M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
25New |
$2.29K - $2.75K
|
25
$3.63K
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13+ 0.11% |
$1.19K - $1.43K
|
11.9K
$1.73M
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
6+ 0.12% |
$549 - $660
|
5.2K
$755K
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.17% |
$366 - $440
|
2.29K
$332K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$183 - $220
|
2.57K
$373K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.05% |
$91.6 - $110
|
2.17K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.14% |
$91.6 - $110
|
725
$105K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9- 0.04% |
$824 - $990
|
24.9K
$3.61M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10- 0.11% |
$916 - $1.1K
|
8.73K
$1.27M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-26- 0.93% |
$2.38K - $2.86K
|
2.77K
$401K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-30- 1.22% |
$2.75K - $3.3K
|
2.43K
$353K
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-45- 16.54% |
$4.12K - $4.95K
|
227
$32.9K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61- 1.19% |
$5.59K - $6.71K
|
5.06K
$733K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-64- 0.8% |
$5.86K - $7.04K
|
7.93K
$1.15M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-64- 0.9% |
$5.86K - $7.04K
|
7.09K
$1.03M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-97- 4.12% |
$8.88K - $10.7K
|
2.26K
$327K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-105- 2.28% |
$9.61K - $11.6K
|
4.5K
$653K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-110- 15.45% |
$10.1K - $12.1K
|
602
$87.3K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-123- 1.32% |
$11.3K - $13.5K
|
9.19K
$1.33M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-176- 3.54% |
$16.1K - $19.4K
|
4.8K
$696K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-193- 1.69% |
$17.7K - $21.2K
|
11.2K
$1.63M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-195- 3.63% |
$17.9K - $21.5K
|
5.17K
$750K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-202- 7.62% |
$18.5K - $22.2K
|
2.45K
$355K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-208- 32.91% |
$19K - $22.9K
|
424
$61.5K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-221- 3.35% |
$20.2K - $24.3K
|
6.38K
$926K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-242- 1.29% |
$22.2K - $26.6K
|
18.6K
$2.69M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-277- 1.51% |
$25.4K - $30.5K
|
18.1K
$2.62M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-281- 50.0% |
$25.7K - $30.9K
|
281
$40.7K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-379- 4.31% |
$34.7K - $41.7K
|
8.42K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-386- 6.09% |
$35.3K - $42.5K
|
5.95K
$863K
|