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 209 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
91,794
shares
|
$7.29 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
88,768
shares
|
$7.05 Million
1.28% of portfolio
|
Q1 2024
Added 21.41%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
76,385
shares
|
$6.06 Million
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,565
shares
|
$5.84 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
64,244
shares
|
$5.1 Million
3.78% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
56,961
shares
|
$4.52 Million
0.69% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
55,652
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
54,029
shares
|
$4.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
52,618
shares
|
$4.18 Million
0.05% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,735
shares
|
$3.95 Million
0.73% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
49,559
shares
|
$3.93 Million
0.15% of portfolio
|
Q2 2024
Added 16.47%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
49,410
shares
|
$3.92 Million
0.1% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,183
shares
|
$3.67 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
45,922
shares
|
$3.65 Million
1.61% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
42,537
shares
|
$3.38 Million
0.19% of portfolio
|
Q4 2024
Reduced 30.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,012
shares
|
$3.34 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
40,594
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
38,132
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2024
Added 1116.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
36,847
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
36,639
shares
|
$2.91 Million
0.03% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
36,505
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
36,024
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
35,988
shares
|
$2.86 Million
0.37% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
35,865
shares
|
$2.85 Million
0.71% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
35,342
shares
|
$2.81 Million
1.33% of portfolio
|
Q4 2024
Added 5.16%
|