Purchases and Sales Made in Q3 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-397- 2.21% |
$28.9K - $31.4K
|
17.6K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 3.92% |
$29K - $31.6K
|
9.78K
$757K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-451- 5.45% |
$32.8K - $35.7K
|
7.83K
$606K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-476- 2.74% |
$34.6K - $37.7K
|
16.9K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-530- 1.97% |
$38.6K - $41.9K
|
26.4K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-591- 4.11% |
$43K - $46.8K
|
13.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-600- 17.51% |
$43.7K - $47.5K
|
2.83K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-610- 2.86% |
$44.4K - $48.3K
|
20.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-622- 2.68% |
$45.3K - $49.2K
|
22.6K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-629- 0.32% |
$45.8K - $49.8K
|
197K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-669- 66.11% |
$48.7K - $52.9K
|
343
$26.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-800- 0.86% |
$58.2K - $63.3K
|
91.8K
$7.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-801- 1.08% |
$58.3K - $63.4K
|
73.6K
$5.69M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-837- 14.06% |
$60.9K - $66.2K
|
5.12K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-843- 1.54% |
$61.3K - $66.7K
|
54K
$4.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-855- 15.23% |
$62.2K - $67.7K
|
4.76K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-868- 2.42% |
$63.2K - $68.7K
|
35K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-875- 7.24% |
$63.7K - $69.2K
|
11.2K
$867K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 12.72% |
$77.1K - $83.8K
|
7.27K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11K- 7.08% |
$80.5K - $87.5K
|
14.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.23K- 7.41% |
$89.6K - $97.5K
|
15.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.27K- 10.33% |
$92.6K - $101K
|
11K
$855K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.43K- 11.89% |
$104K - $113K
|
10.6K
$819K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.57K- 3.72% |
$114K - $124K
|
40.6K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 4.46% |
$119K - $130K
|
35.2K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 22.67% |
$121K - $132K
|
5.68K
$440K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.72K- 36.45% |
$125K - $136K
|
2.99K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.8K- 30.1% |
$131K - $142K
|
4.18K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.82K- 34.41% |
$133K - $144K
|
3.48K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.92K- 1.54% |
$139K - $152K
|
123K
$9.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 5.11% |
$141K - $153K
|
36K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.2K- 23.49% |
$160K - $174K
|
7.18K
$556K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.26K- 8.37% |
$164K - $179K
|
24.7K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.55K- 29.17% |
$186K - $202K
|
6.2K
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.59K- 43.04% |
$188K - $205K
|
3.42K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.6K- 1.38% |
$189K - $205K
|
185K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.43K- 12.81% |
$249K - $271K
|
23.3K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.04K- 8.05% |
$294K - $320K
|
46.2K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.09K- 1.71% |
$297K - $323K
|
235K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.49K- 7.46% |
$327K - $355K
|
55.7K
$4.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.73K- 22.58% |
$344K - $375K
|
16.2K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-5.04K- 1.33% |
$367K - $399K
|
374K
$29M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.79K- 8.61% |
$421K - $458K
|
61.4K
$4.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.21K- 0.77% |
$452K - $492K
|
797K
$61.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.28K- 27.69% |
$457K - $497K
|
16.4K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.36K- 17.18% |
$462K - $503K
|
30.6K
$2.37M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.56K- 40.04% |
$477K - $519K
|
9.82K
$760K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-7.09K- 33.98% |
$516K - $561K
|
13.8K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7.37K- 24.01% |
$536K - $583K
|
23.3K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.67K- 10.12% |
$558K - $607K
|
68.1K
$5.27M
|