Purchases and Sales Made in Q1 2023 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
177K+ 93.43% |
$15.7M - $17.1M
|
367K
$53.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
121KNew |
$10.7M - $11.6M
|
121K
$17.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.2K+ 29.48% |
$6.22M - $6.76M
|
308K
$44.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.5K+ 5.43% |
$4.65M - $5.06M
|
1.02M
$149M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.2K+ 71.13% |
$4.36M - $4.74M
|
118K
$17.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44.2KNew |
$3.91M - $4.25M
|
44.2K
$6.44M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.9K+ 89.16% |
$2.56M - $2.78M
|
61.2K
$8.93M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.85M - $2.02M
|
20.9K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.8K+ 2.21% |
$1.84M - $2M
|
960K
$140M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6K+ 6.36% |
$1.74M - $1.89M
|
328K
$47.8M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.5KNew |
$1.72M - $1.87M
|
19.5K
$2.84M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.1K+ 36.24% |
$1.25M - $1.36M
|
53K
$7.72M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14.1K+ 36.24% |
$1.25M - $1.36M
|
53K
$7.72M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 14.48% |
$1.07M - $1.17M
|
95.9K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.88K+ 8.59% |
$876K - $952K
|
125K
$18.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.73K+ 280.41% |
$862K - $937K
|
13.2K
$1.93M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.12KNew |
$631K - $686K
|
7.12K
$1.04M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.5K+ 33.34% |
$576K - $626K
|
26K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.36KNew |
$563K - $613K
|
6.36K
$928K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.03K+ 4275.18% |
$534K - $581K
|
6.17K
$900K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.54KNew |
$491K - $534K
|
5.54K
$808K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.54K+ 9.69% |
$490K - $533K
|
62.7K
$9.14M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.27K+ 560.92% |
$467K - $507K
|
6.21K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.07K+ 6.56% |
$449K - $488K
|
82.3K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.92KNew |
$436K - $474K
|
4.92K
$718K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 1.42% |
$429K - $467K
|
347K
$50.6M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.71KNew |
$417K - $454K
|
4.71K
$687K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
4.09K+ 55.11% |
$362K - $394K
|
11.5K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.87K+ 36.46% |
$343K - $373K
|
14.5K
$2.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.61K+ 16.84% |
$319K - $347K
|
25K
$3.65M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
3.59K+ 7.97% |
$318K - $345K
|
48.6K
$7.09M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.56K+ 32.0% |
$315K - $343K
|
14.7K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.54K+ 8.25% |
$314K - $341K
|
46.5K
$6.78M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.53KNew |
$312K - $340K
|
3.53K
$514K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.34KNew |
$296K - $321K
|
3.34K
$487K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.27K+ 71.58% |
$290K - $315K
|
7.84K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.18KNew |
$282K - $306K
|
3.18K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.1K+ 2.69% |
$275K - $299K
|
118K
$17.3M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.57KNew |
$227K - $247K
|
2.57K
$374K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.51K+ 26.16% |
$222K - $241K
|
12.1K
$1.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.41K+ 13.35% |
$213K - $232K
|
20.4K
$2.98M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.19K+ 78.92% |
$194K - $211K
|
4.97K
$724K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.18KNew |
$193K - $210K
|
2.18K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.03K+ 43.71% |
$180K - $195K
|
6.67K
$973K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.86K+ 2.51% |
$164K - $179K
|
75.8K
$11.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.77K+ 0.37% |
$157K - $170K
|
478K
$69.7M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.73K+ 12.83% |
$153K - $166K
|
15.2K
$2.21M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.69K+ 72.66% |
$150K - $163K
|
4.02K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.64K+ 34.54% |
$145K - $157K
|
6.37K
$929K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.55K+ 4.22% |
$137K - $149K
|
38.2K
$5.57M
|