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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-132- 10.23% |
$11.7K - $12.7K
|
1.16K
$169K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-166- 5.44% |
$14.7K - $16K
|
2.88K
$420K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-180- 7.15% |
$15.9K - $17.3K
|
2.34K
$341K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-189- 2.12% |
$16.7K - $18.2K
|
8.71K
$1.27M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-222- 1.27% |
$19.7K - $21.4K
|
17.3K
$2.52M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-273- 46.43% |
$24.2K - $26.3K
|
315
$45.9K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-280- 2.88% |
$24.8K - $27K
|
9.43K
$1.38M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-287- 9.4% |
$25.4K - $27.6K
|
2.77K
$403K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-308- 13.27% |
$27.3K - $29.7K
|
2.01K
$293K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-309- 9.83% |
$27.4K - $29.8K
|
2.84K
$413K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-313- 0.47% |
$27.7K - $30.1K
|
66.1K
$9.64M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-325- 15.05% |
$28.8K - $31.3K
|
1.84K
$268K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-365- 0.81% |
$32.3K - $35.2K
|
44.9K
$6.55M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-540- 3.1% |
$47.8K - $52K
|
16.9K
$2.46M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-590- 11.89% |
$52.3K - $56.8K
|
4.37K
$638K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-621- 3.68% |
$55K - $59.8K
|
16.3K
$2.37M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-670- 15.96% |
$59.3K - $64.5K
|
3.53K
$514K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-758- 10.33% |
$67.1K - $73K
|
6.58K
$959K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-901- 18.03% |
$79.8K - $86.8K
|
4.1K
$597K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-972- 16.83% |
$86.1K - $93.6K
|
4.81K
$701K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.16K- 1.79% |
$103K - $112K
|
63.9K
$9.31M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 2.67% |
$114K - $123K
|
46.7K
$6.8M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 36.57% |
$137K - $149K
|
2.69K
$392K
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-1.62K- 23.74% |
$143K - $156K
|
5.2K
$758K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.86K- 15.1% |
$165K - $179K
|
10.5K
$1.53M
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.91K- 8.28% |
$169K - $184K
|
21.1K
$3.08M
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2K- 33.61% |
$177K - $193K
|
3.95K
$576K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.15K- 10.86% |
$191K - $207K
|
17.7K
$2.58M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 31.13% |
$270K - $293K
|
6.73K
$982K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.16K- 11.33% |
$279K - $304K
|
24.7K
$3.6M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.31K- 2.8% |
$293K - $319K
|
115K
$16.8M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.43K- 14.05% |
$304K - $330K
|
21K
$3.06M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.61K- 43.38% |
$320K - $348K
|
4.71K
$687K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 1.39% |
$381K - $415K
|
306K
$44.6M
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.46K- 10.23% |
$395K - $429K
|
39.1K
$5.7M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.44K- 11.72% |
$571K - $621K
|
48.5K
$7.08M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.89K- 21.21% |
$610K - $663K
|
25.6K
$3.73M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.03K- 20.55% |
$623K - $677K
|
27.2K
$3.96M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.15K- 65.59% |
$634K - $689K
|
3.75K
$547K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.8K- 10.15% |
$955K - $1.04M
|
95.4K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.9K- 15.19% |
$1.41M - $1.54M
|
89K
$13M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-18K- 33.58% |
$1.59M - $1.73M
|
35.5K
$5.18M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.5K- 35.62% |
$2.44M - $2.65M
|
49.8K
$7.25M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.4K- 60.19% |
$3.4M - $3.7M
|
25.4K
$3.7M
|