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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
7,496
shares
|
$627,040
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,467
shares
|
$624,614
0.0% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,447
shares
|
$622,941
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
7,220
shares
|
$603,953
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
7,008
shares
|
$586,219
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,966
shares
|
$582,705
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
6,961
shares
|
$582,287
0.29% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,895
shares
|
$576,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,893
shares
|
$576,599
0.1% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
6,801
shares
|
$568,903
0.34% of portfolio
|
Q2 2025
Added 121.1%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,494
shares
|
$543,223
0.05% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
6,354
shares
|
$531,512
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,957
shares
|
$498,303
0.0% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,910
shares
|
$494,371
0.02% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
5,814
shares
|
$486,341
0.1% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
5,760
shares
|
$481,824
0.3% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,650
shares
|
$472,622
0.03% of portfolio
|
Q3 2023
Added 33.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
5,638
shares
|
$471,618
0.13% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
5,618
shares
|
$469,945
0.16% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
5,574
shares
|
$466,265
0.22% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,467
shares
|
$457,314
0.02% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
5,194
shares
|
$434,478
0.05% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
5,160
shares
|
$431,634
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
5,131
shares
|
$429,208
0.11% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
5,068
shares
|
$423,938
0.18% of portfolio
|
Q3 2025
Reduced 9.71%
|
|