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 228 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $901 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,011
shares
|
$687,719
0.0% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,813
shares
|
$672,608
0.05% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,568
shares
|
$653,909
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
8,471
shares
|
$646,506
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,153
shares
|
$622,236
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
8,008
shares
|
$611,170
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,868
shares
|
$600,485
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
7,825
shares
|
$597,204
0.45% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,794
shares
|
$594,838
0.0% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
7,680
shares
|
$586,137
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
7,550
shares
|
$576,216
0.01% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,302
shares
|
$557,288
0.02% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,222
shares
|
$551,183
0.03% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
7,220
shares
|
$551,030
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
7,121
shares
|
$543,474
0.16% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
7,006
shares
|
$534,697
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
7,006
shares
|
$534,697
0.0% of portfolio
|
Q4 2024
Reduced 68.99%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
6,993
shares
|
$533,705
0.6% of portfolio
|
Q4 2024
Reduced 49.25%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,893
shares
|
$526,073
0.1% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
6,716
shares
|
$512,565
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,586
shares
|
$502,643
0.05% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,387
shares
|
$487,455
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,307
shares
|
$481,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,185
shares
|
$472,039
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,069
shares
|
$463,186
0.01% of portfolio
|
Q4 2024
Added 2.02%
|