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 219 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $890 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
7,875
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
7,655
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
7,519
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
7,384
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
6,956
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2025
Added 5.47%
|
|
|
G&S Capital LLC
|
Jan 28, 2026 Q4 2025 |
6,742
shares
|
$1.05 Million
0.41% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,667
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,647
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
6,529
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2025
Added 9.93%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
6,475
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
6,054
shares
|
$945,876
0.13% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
5,860
shares
|
$915,566
0.37% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,754
shares
|
$899,004
0.09% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
5,621
shares
|
$878,225
0.04% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,564
shares
|
$869,319
0.0% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,553
shares
|
$867,600
0.16% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,362
shares
|
$837,758
0.02% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$833,852
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,331
shares
|
$832,915
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
5,311
shares
|
$829,790
0.0% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,153
shares
|
$805,104
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,136
shares
|
$802,448
0.0% of portfolio
|
Q3 2025
Added 2617.46%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,103
shares
|
$797,292
0.49% of portfolio
|
Q2 2025
Added 1201.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,101
shares
|
$796,980
0.0% of portfolio
|
Q3 2025
Added 27.59%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
5,093
shares
|
$795,730
0.0% of portfolio
|
Q3 2025
Reduced 6.28%
|
|