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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
561
shares
|
$82,859
0.0% of portfolio
|
Q2 2024
Reduced 41.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
527
shares
|
$77,837
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$73,850
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
483
shares
|
$71,339
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
479
shares
|
$70,748
0.0% of portfolio
|
Q1 2024
Reduced 20.43%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
435
shares
|
$64,249
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
390
shares
|
$57,602
0.02% of portfolio
|
Q2 2024
Reduced 39.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
370
shares
|
$54,648
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
348
shares
|
$51,399
0.0% of portfolio
|
Q2 2024
Added 16.78%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
343
shares
|
$50,661
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
338
shares
|
$49,922
0.0% of portfolio
|
Q3 2024
Reduced 91.94%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
282
shares
|
$41,651
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
261
shares
|
$38,549
0.0% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
240
shares
|
$35,448
0.02% of portfolio
|
Q2 2024
Reduced 85.8%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
209
shares
|
$30,869
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
116
shares
|
$17,133
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
101
shares
|
$14,917
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
87
shares
|
$12,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
46
shares
|
$6,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
44
shares
|
$6,498
0.0% of portfolio
|
Q3 2024
Reduced 98.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
34
shares
|
$5,021
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
33
shares
|
$4,874
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
28
shares
|
$4,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
11
shares
|
$1,624
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$1,477
0.13% of portfolio
|
Q4 2024
Reduced 99.91%
|