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 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.38KNew |
$122K - $133K
|
1.38K
$201K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 1.3% |
$109K - $118K
|
95.7K
$13.9M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1K+ 0.59% |
$97.3K - $106K
|
187K
$27.3M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
903+ 7.54% |
$80K - $87K
|
12.9K
$1.88M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
720New |
$63.8K - $69.4K
|
720
$105K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
655New |
$58K - $63.1K
|
655
$95.5K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
633+ 3.6% |
$56.1K - $61K
|
18.2K
$2.66M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
602+ 49.3% |
$53.3K - $58K
|
1.82K
$266K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
500New |
$44.3K - $48.2K
|
500
$72.9K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
459New |
$40.7K - $44.2K
|
459
$66.9K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
437+ 4.72% |
$38.7K - $42.1K
|
9.7K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
399+ 9.73% |
$35.3K - $38.4K
|
4.5K
$656K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
380+ 10.2% |
$33.7K - $36.6K
|
4.1K
$598K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
358+ 13.65% |
$31.7K - $34.5K
|
2.98K
$434K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
347+ 15.55% |
$30.7K - $33.4K
|
2.58K
$376K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
343New |
$30.4K - $33K
|
343
$50K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
342+ 4.17% |
$30.3K - $32.9K
|
8.54K
$1.24M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
238+ 0.58% |
$21.1K - $22.9K
|
41.4K
$6.03M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
201+ 4.47% |
$17.8K - $19.4K
|
4.7K
$684K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
195+ 2.03% |
$17.3K - $18.8K
|
9.79K
$1.43M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176+ 1.87% |
$15.6K - $17K
|
9.6K
$1.4M
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
174+ 0.73% |
$15.4K - $16.8K
|
24K
$3.5M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
166+ 2.86% |
$14.7K - $16K
|
5.96K
$869K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
156+ 2.76% |
$13.8K - $15K
|
5.81K
$847K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 3.38% |
$7.62K - $8.28K
|
2.63K
$384K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
82+ 1.57% |
$7.26K - $7.9K
|
5.3K
$773K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
70+ 3.36% |
$6.2K - $6.74K
|
2.16K
$314K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
30+ 6.25% |
$2.66K - $2.89K
|
510
$74.4K
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
20+ 0.17% |
$1.77K - $1.93K
|
11.9K
$1.74M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$1.15K - $1.25K
|
13
$1.9K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
11+ 0.29% |
$974 - $1.06K
|
3.85K
$561K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
11+ 0.54% |
$974 - $1.06K
|
2.05K
$299K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.24% |
$886 - $963
|
4.11K
$599K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
6+ 0.26% |
$531 - $578
|
2.28K
$333K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4+ 0.05% |
$354 - $385
|
7.44K
$1.09M
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.08% |
$88.6 - $96.3
|
94
$13.7K
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$88.6 - $96.3
|
11.4K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.4% |
$531 - $578
|
1.5K
$219K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 1.85% |
$620 - $674
|
372
$54.2K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-8- 0.22% |
$709 - $771
|
3.56K
$519K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8- 0.16% |
$709 - $771
|
5.14K
$749K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.31% |
$1.59K - $1.73K
|
5.86K
$854K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-35- 0.26% |
$3.1K - $3.37K
|
13.5K
$1.97M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-46- 1.4% |
$4.07K - $4.43K
|
3.24K
$473K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-55- 0.26% |
$4.87K - $5.3K
|
20.9K
$3.05M
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-66- 1.85% |
$5.85K - $6.36K
|
3.51K
$511K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-68- 0.9% |
$6.02K - $6.55K
|
7.48K
$1.09M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 1.05% |
$6.38K - $6.94K
|
6.78K
$988K
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 0.92% |
$8.77K - $9.54K
|
10.7K
$1.55M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-128- 7.26% |
$11.3K - $12.3K
|
1.63K
$238K
|