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 212 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $842 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,720
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 402.73%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
14,521
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
14,505
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,368
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,791
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,232
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
12,929
shares
|
$1.02 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,906
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,616
shares
|
$991,869
1.28% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,428
shares
|
$977,089
0.03% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,168
shares
|
$956,648
0.14% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
12,034
shares
|
$946,113
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,591
shares
|
$911,284
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,495
shares
|
$903,736
0.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,397
shares
|
$896,032
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,203
shares
|
$880,779
0.26% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,043
shares
|
$868,200
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,775
shares
|
$768,510
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,668
shares
|
$760,098
0.02% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,531
shares
|
$749,327
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
9,307
shares
|
$731,716
0.31% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
9,235
shares
|
$726,055
0.43% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,813
shares
|
$692,878
0.05% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
8,621
shares
|
$677,783
0.01% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,568
shares
|
$673,616
0.1% of portfolio
|
Q4 2024
New holding
|