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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
8,481
shares
|
$666,776
0.0% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,153
shares
|
$640,988
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,827
shares
|
$615,358
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
7,825
shares
|
$615,201
0.45% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,794
shares
|
$612,764
0.0% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,726
shares
|
$607,418
0.06% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,660
shares
|
$602,229
0.04% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,614
shares
|
$598,612
0.11% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
7,550
shares
|
$593,581
0.01% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
7,338
shares
|
$576,913
0.18% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,302
shares
|
$574,083
0.02% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,222
shares
|
$567,793
0.03% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
7,220
shares
|
$567,636
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,177
shares
|
$564,255
0.02% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
7,005
shares
|
$550,733
0.11% of portfolio
|
Q3 2024
Added 100.37%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
6,993
shares
|
$549,789
0.6% of portfolio
|
Q4 2024
Reduced 49.25%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,387
shares
|
$502,145
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,200
shares
|
$487,444
0.0% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,175
shares
|
$485,478
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,069
shares
|
$477,144
0.01% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,830
shares
|
$458,354
0.19% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,671
shares
|
$445,854
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,650
shares
|
$444,203
0.03% of portfolio
|
Q3 2023
Added 33.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
5,631
shares
|
$442,709
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,534
shares
|
$435,083
0.03% of portfolio
|
Q4 2024
Reduced 2.57%
|