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 227 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $886 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,052,051
shares
|
$172 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
969,485
shares
|
$81.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
923,866
shares
|
$77.3 Million
0.02% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
406,508
shares
|
$34 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
346,204
shares
|
$29 Million
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
342,252
shares
|
$28.6 Million
0.04% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
291,928
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
272,360
shares
|
$22.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$19.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
215,525
shares
|
$18 Million
0.49% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
200,322
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
199,655
shares
|
$16.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
195,229
shares
|
$16.3 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$15.9 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
|
$15.7 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
162,233
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
154,380
shares
|
$12.9 Million
0.04% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
154,141
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
140,361
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
138,191
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
134,023
shares
|
$11.2 Million
4.72% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
98,318
shares
|
$8.22 Million
0.17% of portfolio
|
Q3 2025
Reduced 51.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
91,939
shares
|
$7.69 Million
0.19% of portfolio
|
Q3 2025
Added 131.53%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
89,144
shares
|
$7.46 Million
2.12% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
88,768
shares
|
$7.43 Million
1.28% of portfolio
|
Q1 2024
Added 21.41%
|
|