Institutional Ownership First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $850 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,180,495
shares
|
$160 Million
0.01% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,010,326
shares
|
$74.3 Million
0.01% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
848,889
shares
|
$62.4 Million
0.03% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
451,761
shares
|
$33.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
421,855
shares
|
$31 Million
0.01% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
301,256
shares
|
$22.1 Million
0.77% of portfolio
|
Q4 2024
Added 457.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
299,756
shares
|
$22 Million
0.05% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
296,458
shares
|
$21.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
278,963
shares
|
$20.5 Million
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
276,469
shares
|
$20.3 Million
6.8% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
213,578
shares
|
$15.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
211,576
shares
|
$15.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
203,354
shares
|
$15 Million
0.33% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
200,289
shares
|
$14.7 Million
0.19% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
187,444
shares
|
$13.8 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
177,571
shares
|
$13.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
160,526
shares
|
$11.8 Million
0.02% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
134,086
shares
|
$9.86 Million
5.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
123,712
shares
|
$9.1 Million
0.36% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
111,631
shares
|
$8.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
108,087
shares
|
$7.95 Million
0.0% of portfolio
|
Q4 2024
Added 634.29%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
107,009
shares
|
$7.87 Million
0.02% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
104,583
shares
|
$7.69 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.1%
|