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 227 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $886 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
85,016
shares
|
$7.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
84,860
shares
|
$7.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
83,936
shares
|
$7.02 Million
0.08% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
80,981
shares
|
$6.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
68,487
shares
|
$5.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
66,299
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
60,232
shares
|
$5.04 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
58,477
shares
|
$4.89 Million
1.85% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
56,194
shares
|
$4.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
55,375
shares
|
$4.63 Million
0.13% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,735
shares
|
$4.16 Million
0.73% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
43,555
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,012
shares
|
$3.51 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
41,983
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
41,032
shares
|
$3.43 Million
0.06% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
40,717
shares
|
$3.41 Million
0.09% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
39,627
shares
|
$3.31 Million
1.29% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
39,576
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
38,259
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
34,521
shares
|
$2.89 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
30,933
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
30,472
shares
|
$2.55 Million
0.34% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
29,025
shares
|
$2.43 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
27,799
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,695
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|