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 |
---|---|---|---|---|---|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,383
shares
|
$268,576
0.02% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$261,193
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,284
shares
|
$260,716
0.01% of portfolio
|
Q3 2024
New holding
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,263
shares
|
$259,049
0.02% of portfolio
|
Q4 2022
New holding
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
3,259
shares
|
$258,732
0.09% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,199
shares
|
$253,968
0.01% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,138
shares
|
$249,125
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,026
shares
|
$240,234
0.01% of portfolio
|
Q4 2023
New holding
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,024
shares
|
$240,075
0.02% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,994
shares
|
$237,693
0.03% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,993
shares
|
$237,614
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,855
shares
|
$226,658
0.01% of portfolio
|
Q4 2023
New holding
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,848
shares
|
$226,102
0.13% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,836
shares
|
$225,150
0.05% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,827
shares
|
$224,435
0.12% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,804
shares
|
$222,609
0.11% of portfolio
|
Q1 2024
New holding
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,796
shares
|
$221,974
0.0% of portfolio
|
Q2 2024
Added 2.76%
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,766
shares
|
$219,592
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
2,739
shares
|
$217,449
0.18% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,716
shares
|
$215,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,645
shares
|
$209,986
0.11% of portfolio
|
Q3 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,516
shares
|
$199,745
0.09% of portfolio
|
Q4 2023
Added 0.16%
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,009
shares
|
$159,494
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,955
shares
|
$155,207
0.03% of portfolio
|
Q2 2024
Added 115.07%
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,903
shares
|
$151,079
0.0% of portfolio
|
Q2 2023
Reduced 34.45%
|