Purchases and Sales Made in Q1 2023 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8K- 12.01% |
$506K - $586K
|
58.6K
$4.57M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.56K- 57.11% |
$542K - $628K
|
6.43K
$502K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.43K- 46.18% |
$597K - $691K
|
11K
$858K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.9K- 39.7% |
$690K - $799K
|
16.6K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15.1K- 66.67% |
$955K - $1.11M
|
7.55K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23K- 60.97% |
$1.45M - $1.68M
|
14.7K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.7K- 53.96% |
$2.07M - $2.4M
|
27.9K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.2K- 71.16% |
$2.41M - $2.8M
|
15.5K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-53.6K- 49.3% |
$3.39M - $3.93M
|
55.1K
$4.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-89.3K- 87.89% |
$5.65M - $6.54M
|
12.3K
$960K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-234K- 7.27% |
$14.8M - $17.2M
|
2.98M
$233M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-278K- 97.75% |
$17.6M - $20.4M
|
6.42K
$501K
|