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 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.64K- 45.84% |
$608K - $731K
|
7.85K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.4K- 3.34% |
$861K - $1.03M
|
272K
$39.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-10.8K- 39.78% |
$986K - $1.18M
|
16.3K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.7K- 29.29% |
$1.62M - $1.95M
|
42.8K
$6.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18K- 23.57% |
$1.65M - $1.98M
|
58.5K
$8.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.8K- 26.53% |
$2.73M - $3.28M
|
82.6K
$12M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-41K- 55.25% |
$3.75M - $4.51M
|
33.2K
$4.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-42.2K- 90.39% |
$3.87M - $4.65M
|
4.49K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.4K- 19.18% |
$4.52M - $5.43M
|
208K
$30.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.8K- 39.44% |
$5.02M - $6.04M
|
84.2K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.5K- 43.86% |
$5.17M - $6.22M
|
72.4K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-65.2K- 59.18% |
$5.97M - $7.18M
|
45K
$6.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73.2K- 96.7% |
$6.7M - $8.05M
|
2.5K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88.3K- 42.36% |
$8.09M - $9.72M
|
120K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137K- 13.8% |
$12.5M - $15M
|
854K
$124M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-282K- 87.82% |
$25.8M - $31M
|
39.1K
$5.66M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-317K- 99.09% |
$29M - $34.9M
|
2.92K
$424K
|