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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
13,864
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.76%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
13,232
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
12,942
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
12,744
shares
|
$1.07 Million
0.74% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,616
shares
|
$1.06 Million
1.28% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,168
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
12,034
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
11,865
shares
|
$992,507
0.71% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,401
shares
|
$953,693
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,378
shares
|
$868,119
0.21% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,130
shares
|
$847,374
0.03% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,082
shares
|
$843,359
0.02% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,013
shares
|
$837,587
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
9,533
shares
|
$797,435
0.47% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
9,268
shares
|
$775,268
0.31% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
9,182
shares
|
$768,074
0.3% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9,130
shares
|
$763,724
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,977
shares
|
$750,926
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,813
shares
|
$737,207
0.05% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,611
shares
|
$720,310
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,153
shares
|
$681,998
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
8,008
shares
|
$669,869
0.07% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
7,650
shares
|
$639,922
0.47% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
7,550
shares
|
$631,557
0.01% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,505
shares
|
$627,793
0.0% of portfolio
|
Q3 2025
Reduced 9.18%
|
|