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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-390- 3.03% |
$35.7K - $42.9K
|
12.5K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-406- 10.48% |
$37.2K - $44.7K
|
3.47K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-408- 13.49% |
$37.4K - $44.9K
|
2.62K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-410- 6.39% |
$37.5K - $45.1K
|
6.01K
$885K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-448- 2.24% |
$41K - $49.3K
|
19.6K
$2.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-564- 4.3% |
$51.6K - $62.1K
|
12.5K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-571- 10.65% |
$52.3K - $62.8K
|
4.79K
$705K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-591- 5.18% |
$54.1K - $65K
|
10.8K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-675- 4.19% |
$61.8K - $74.3K
|
15.4K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-684- 17.48% |
$62.6K - $75.3K
|
3.23K
$475K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-700- 18.35% |
$64.1K - $77K
|
3.12K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-733- 29.04% |
$67.1K - $80.7K
|
1.79K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-748- 2.98% |
$68.5K - $82.3K
|
24.4K
$3.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-808- 6.63% |
$74K - $88.9K
|
11.4K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-835- 21.69% |
$76.5K - $91.9K
|
3.02K
$444K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-874- 18.05% |
$80K - $96.2K
|
3.97K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-942- 32.16% |
$86.2K - $104K
|
1.99K
$293K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.1K- 5.92% |
$101K - $121K
|
17.6K
$2.58M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.28K- 31.33% |
$117K - $141K
|
2.8K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.28K- 3.5% |
$117K - $141K
|
35.4K
$5.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.34K- 13.95% |
$123K - $147K
|
8.25K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.46K- 7.43% |
$133K - $160K
|
18.2K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.58K- 7.08% |
$145K - $174K
|
20.8K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.61K- 32.3% |
$147K - $177K
|
3.37K
$497K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-1.65K- 1.65% |
$151K - $181K
|
98.4K
$14.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.73K- 0.38% |
$158K - $190K
|
450K
$66.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.75K- 6.46% |
$160K - $192K
|
25.3K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 4.6% |
$171K - $205K
|
38.7K
$5.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.89K- 19.15% |
$173K - $208K
|
7.99K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.92K- 14.65% |
$176K - $211K
|
11.2K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.08K- 51.05% |
$190K - $228K
|
1.99K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.14K- 16.25% |
$196K - $236K
|
11K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.31K- 31.56% |
$212K - $254K
|
5.01K
$738K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.44K- 33.73% |
$223K - $268K
|
4.79K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.58K- 4.56% |
$236K - $283K
|
53.9K
$7.93M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.91K- 5.06% |
$266K - $320K
|
54.6K
$8.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3K- 12.95% |
$274K - $330K
|
20.1K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.06K- 7.87% |
$280K - $336K
|
35.8K
$5.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.17K- 7.23% |
$291K - $349K
|
40.7K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.18K- 19.52% |
$291K - $350K
|
13.1K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.68K- 6.0% |
$337K - $405K
|
57.6K
$8.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.81K- 59.16% |
$349K - $419K
|
2.63K
$387K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.17K- 98.02% |
$382K - $459K
|
84
$12.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-4.37K- 9.49% |
$400K - $481K
|
41.7K
$6.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.79K- 22.24% |
$438K - $527K
|
16.7K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.83K- 28.77% |
$442K - $531K
|
11.9K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.29K- 73.63% |
$485K - $583K
|
1.9K
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-5.34K- 17.33% |
$489K - $588K
|
25.5K
$3.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.63K- 14.3% |
$516K - $620K
|
33.8K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.91K- 3.46% |
$541K - $651K
|
165K
$24.3M
|