Purchases and Sales Made in Q2 2024 in First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC) during Q2 2024. 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, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102+ 0.37% |
$11.6K - $12.6K
|
28K
$4.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
81+ 2.92% |
$9.19K - $10K
|
2.85K
$416K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 2.84% |
$8.39K - $9.17K
|
2.68K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
61+ 0.69% |
$6.92K - $7.56K
|
8.88K
$1.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
50+ 16.78% |
$5.67K - $6.19K
|
348
$50.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 0.02% |
$4.42K - $4.83K
|
181K
$26.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.09% |
$1.93K - $2.11K
|
19K
$2.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
16+ 1.25% |
$1.81K - $1.98K
|
1.29K
$189K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 0.54% |
$681 - $743
|
1.11K
$162K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.02% |
$340 - $372
|
12.6K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3+ 0.03% |
$340 - $372
|
11.9K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.02% |
$227 - $248
|
9.27K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1+ 0.03% |
$113 - $124
|
3.47K
$506K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$113 - $124
|
3.86K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 28.0% |
$794 - $867
|
18
$2.62K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.69% |
$907 - $991
|
1.15K
$167K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12- 0.22% |
$1.36K - $1.49K
|
5.45K
$795K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 0.89% |
$1.93K - $2.11K
|
1.9K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-22- 0.5% |
$2.5K - $2.73K
|
4.37K
$636K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 0.6% |
$4.65K - $5.08K
|
6.81K
$993K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-44- 1.06% |
$4.99K - $5.45K
|
4.12K
$601K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-48- 0.7% |
$5.44K - $5.95K
|
6.79K
$990K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51- 0.46% |
$5.78K - $6.32K
|
11.1K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-60- 1.85% |
$6.81K - $7.43K
|
3.19K
$465K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-83- 2.12% |
$9.41K - $10.3K
|
3.84K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 1.57% |
$11.3K - $12.4K
|
6.28K
$916K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-101- 3.63% |
$11.5K - $12.5K
|
2.68K
$390K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-118- 1.07% |
$13.4K - $14.6K
|
10.9K
$1.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-136- 0.99% |
$15.4K - $16.8K
|
13.6K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-153- 2.85% |
$17.4K - $19K
|
5.21K
$759K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-155- 1.26% |
$17.6K - $19.2K
|
12.1K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-172- 3.82% |
$19.5K - $21.3K
|
4.33K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-200- 7.79% |
$22.7K - $24.8K
|
2.37K
$345K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-215- 6.98% |
$24.4K - $26.6K
|
2.87K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-222- 2.43% |
$25.2K - $27.5K
|
8.92K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-229- 1.21% |
$26K - $28.4K
|
18.7K
$2.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-243- 2.97% |
$27.6K - $30.1K
|
7.94K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-251- 39.16% |
$28.5K - $31.1K
|
390
$56.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-276- 0.25% |
$31.3K - $34.2K
|
111K
$16.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-284- 7.72% |
$32.2K - $35.2K
|
3.4K
$495K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-331- 6.56% |
$37.5K - $41K
|
4.71K
$687K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-334- 2.54% |
$37.9K - $41.4K
|
12.8K
$1.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-356- 49.1% |
$40.4K - $44.1K
|
369
$53.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-363- 7.69% |
$41.2K - $45K
|
4.36K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-381- 2.68% |
$43.2K - $47.2K
|
13.8K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-397- 41.44% |
$45K - $49.2K
|
561
$81.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-406- 12.0% |
$46K - $50.3K
|
2.98K
$434K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-408- 15.28% |
$46.3K - $50.5K
|
2.26K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-412- 7.03% |
$46.7K - $51K
|
5.45K
$795K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-445- 4.02% |
$50.5K - $55.1K
|
10.6K
$1.55M
|