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 215 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,060,367
shares
|
$159 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
878,123
shares
|
$68 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
848,889
shares
|
$65.7 Million
0.03% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
545,149
shares
|
$42.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
451,761
shares
|
$35 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
297,429
shares
|
$23 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
291,449
shares
|
$22.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
277,832
shares
|
$21.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
275,985
shares
|
$21.4 Million
7.01% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
234,809
shares
|
$18.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
226,691
shares
|
$17.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
211,576
shares
|
$16.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
197,479
shares
|
$15.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
197,380
shares
|
$15.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
187,444
shares
|
$14.5 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
160,526
shares
|
$12.4 Million
0.02% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
133,799
shares
|
$10.4 Million
5.18% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
133,126
shares
|
$10.3 Million
4.93% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
123,712
shares
|
$9.58 Million
0.36% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
123,187
shares
|
$9.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
119,329
shares
|
$9.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
109,012
shares
|
$8.44 Million
0.09% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
108,087
shares
|
$8.37 Million
0.0% of portfolio
|
Q4 2024
Added 634.29%
|