Purchases and Sales Made in Q4 2021 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-264- 1.98% |
$17.1K - $18.5K
|
13.1K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-268- 27.52% |
$17.4K - $18.7K
|
706
$54.6K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-299- 7.02% |
$19.4K - $20.9K
|
3.96K
$306K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-338- 43.39% |
$22K - $23.6K
|
441
$34.1K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-507- 6.86% |
$32.9K - $35.4K
|
6.89K
$533K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-555Closed |
$36K - $38.8K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-657- 3.22% |
$42.7K - $45.9K
|
19.8K
$1.53M
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-749- 10.38% |
$48.6K - $52.4K
|
6.47K
$500K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-895- 1.45% |
$58.1K - $62.6K
|
60.8K
$4.7M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1K- 62.93% |
$65K - $69.9K
|
589
$45.6K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 6.12% |
$67.9K - $73.1K
|
16.1K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.16K- 1.75% |
$75.4K - $81.2K
|
65.2K
$5.04M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.59K- 16.17% |
$103K - $111K
|
8.24K
$637K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.2KClosed |
$143K - $154K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
SELL
|
- |
-2.42K- 7.03% |
$157K - $169K
|
32K
$2.48M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.81K- 0.33% |
$182K - $196K
|
859K
$66.4M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.16K- 22.57% |
$205K - $221K
|
10.9K
$840K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.27KClosed |
$213K - $229K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.69K- 11.05% |
$240K - $258K
|
29.7K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.8K- 21.15% |
$247K - $266K
|
14.2K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.55K- 5.79% |
$296K - $318K
|
74.1K
$5.73M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.34KClosed |
$347K - $373K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-5.82K- 24.82% |
$378K - $407K
|
17.6K
$1.36M
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-6.93KClosed |
$450K - $484K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10KClosed |
$651K - $701K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.2K- 21.23% |
$920K - $990K
|
52.6K
$4.06M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 7.0% |
$1.17M - $1.26M
|
239K
$18.5M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.6K- 7.51% |
$1.21M - $1.3M
|
229K
$17.7M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.4K- 51.77% |
$1.26M - $1.36M
|
18.1K
$1.4M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41.5K- 40.77% |
$2.7M - $2.9M
|
60.3K
$4.67M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-160K- 13.46% |
$10.4M - $11.2M
|
1.03M
$79.7M
|