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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,827
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.08%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
23,475
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
23,397
shares
|
$1.96 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
23,150
shares
|
$1.94 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
22,985
shares
|
$1.92 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
22,209
shares
|
$1.86 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
22,052
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
20,384
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
18,856
shares
|
$1.58 Million
0.13% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,665
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,649
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 394.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
18,322
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,228
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
17,162
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
16,948
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
16,019
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
15,443
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 77.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
14,954
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,934
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 138.75%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14,666
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,473
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
14,305
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,086
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
14,034
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
13,959
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.09%
|
|