Institutional Ownership First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 5.9 Million shares, which have been reported (via 13F filing form) to have a value of $871 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
7,423
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2024
Added 105.57%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
7,060
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,957
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,857
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,466
shares
|
$955,028
0.02% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
6,453
shares
|
$953,108
0.0% of portfolio
|
Q3 2024
Added 31.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,446
shares
|
$952,074
0.04% of portfolio
|
Q4 2024
Added 265.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
6,393
shares
|
$944,246
0.06% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,986
shares
|
$884,132
0.03% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,868
shares
|
$866,703
0.08% of portfolio
|
Q4 2024
Reduced 72.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,504
shares
|
$812,940
0.01% of portfolio
|
Q4 2024
Reduced 63.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,462
shares
|
$806,737
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$788,274
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,311
shares
|
$784,434
0.0% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,208
shares
|
$769,221
0.04% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,099
shares
|
$753,122
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
5,029
shares
|
$742,783
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,963
shares
|
$733,035
0.02% of portfolio
|
Q3 2024
Reduced 73.92%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
4,875
shares
|
$720,037
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,824
shares
|
$712,504
0.02% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
4,801
shares
|
$709,107
0.29% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
4,598
shares
|
$679,124
0.02% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,528
shares
|
$668,785
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4,473
shares
|
$660,662
0.09% of portfolio
|
Q3 2024
Reduced 86.67%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
4,435
shares
|
$655,049
0.06% of portfolio
|
Q4 2021
New holding
|