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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,177
shares
|
$2.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
32,273
shares
|
$2.56 Million
1.09% of portfolio
|
Q3 2024
Reduced 25.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
30,644
shares
|
$2.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
26,392
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
25,424
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 228.82%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
23,910
shares
|
$1.9 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
23,591
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
23,331
shares
|
$1.85 Million
0.16% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,312
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,595
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
21,224
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
20,935
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
20,925
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,720
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,515
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.8%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
19,611
shares
|
$1.56 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
18,626
shares
|
$1.48 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
18,483
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
18,271
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,553
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
16,256
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,400
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,379
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,957
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,720
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 402.73%
|