Purchases and Sales Made in Q2 2023 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.6K+ 25.03% |
$6.97M - $7.76M
|
383K
$55.8M
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
48.4KNew |
$4.4M - $4.91M
|
48.4K
$7.07M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 4.48% |
$3.91M - $4.36M
|
1M
$146M
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34.3K+ 575.49% |
$3.12M - $3.47M
|
40.3K
$5.87M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.3K+ 8.35% |
$2.49M - $2.77M
|
355K
$51.8M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 159.42% |
$1.41M - $1.57M
|
25.2K
$3.67M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
15.2K+ 723.81% |
$1.38M - $1.54M
|
17.3K
$2.52M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.3KNew |
$1.21M - $1.35M
|
13.3K
$1.94M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 346.47% |
$1.18M - $1.32M
|
16.8K
$2.44M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.3K+ 84.6% |
$1.12M - $1.24M
|
26.8K
$3.9M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11.6K+ 25680.0% |
$1.05M - $1.17M
|
11.6K
$1.69M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 27.11% |
$1.02M - $1.14M
|
52.6K
$7.67M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.96K+ 179.82% |
$906K - $1.01M
|
15.5K
$2.26M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.8K+ 64.56% |
$891K - $993K
|
25K
$3.64M
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
9.67K+ 45.8% |
$879K - $980K
|
30.8K
$4.49M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$792K - $883K
|
8.71K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.3K+ 6.64% |
$754K - $840K
|
133K
$19.4M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.6KNew |
$600K - $669K
|
6.6K
$963K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
5.81K+ 1776.45% |
$528K - $588K
|
6.14K
$895K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.14K+ 8.4% |
$468K - $521K
|
66.4K
$9.68M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.83KNew |
$439K - $489K
|
4.83K
$705K
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
4.59K+ 3.8% |
$417K - $465K
|
125K
$18.3M
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.5K+ 900.0% |
$409K - $456K
|
5K
$729K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.61K+ 76.62% |
$328K - $366K
|
8.32K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.48K+ 52.2% |
$317K - $353K
|
10.2K
$1.48M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.34K+ 5.23% |
$304K - $338K
|
67.2K
$9.8M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.16K+ 30.17% |
$287K - $320K
|
13.6K
$1.99M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.09KNew |
$280K - $312K
|
3.09K
$450K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.08KNew |
$280K - $312K
|
3.08K
$450K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.98KNew |
$271K - $302K
|
2.98K
$434K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.96K+ 11.84% |
$269K - $300K
|
28K
$4.08M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
2.84KNew |
$258K - $287K
|
2.84K
$414K
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 29.21% |
$189K - $211K
|
9.21K
$1.34M
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2KNew |
$182K - $203K
|
2K
$292K
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2KNew |
$182K - $203K
|
2K
$292K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.73K+ 54.42% |
$157K - $175K
|
4.91K
$716K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.62K+ 9.93% |
$147K - $164K
|
17.9K
$2.61M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.57K+ 10.7% |
$143K - $159K
|
16.2K
$2.37M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.53K+ 2.02% |
$139K - $155K
|
77.4K
$11.3M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.28K+ 6.54% |
$116K - $130K
|
20.8K
$3.04M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.27K+ 6.97% |
$116K - $129K
|
19.5K
$2.84M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
972+ 8.04% |
$88.4K - $98.5K
|
13.1K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
962+ 4.95% |
$87.5K - $97.4K
|
20.4K
$2.98M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
895+ 30.03% |
$81.4K - $90.7K
|
3.88K
$565K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
877+ 5.08% |
$79.7K - $88.8K
|
18.1K
$2.65M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
830+ 20.67% |
$75.5K - $84.1K
|
4.85K
$707K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
716+ 11.24% |
$65.1K - $72.5K
|
7.09K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
546+ 8.58% |
$49.6K - $55.3K
|
6.91K
$1.01M
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
538New |
$48.9K - $54.5K
|
538
$78.5K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
492+ 1.92% |
$44.7K - $49.8K
|
26.1K
$3.8M
|