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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,944
shares
|
$453,646
0.03% of portfolio
|
Q4 2024
Reduced 22.4%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,830
shares
|
$444,945
0.19% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,672
shares
|
$432,887
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
5,655
shares
|
$431,589
0.24% of portfolio
|
Q4 2024
Added 100.04%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,650
shares
|
$431,207
0.03% of portfolio
|
Q3 2023
Added 33.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
5,631
shares
|
$429,757
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
5,576
shares
|
$425,560
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,534
shares
|
$422,354
0.03% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
5,515
shares
|
$420,904
0.12% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,513
shares
|
$420,752
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
5,497
shares
|
$419,531
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,479
shares
|
$418,157
0.23% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,362
shares
|
$409,227
0.02% of portfolio
|
Q4 2024
Reduced 63.07%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
5,117
shares
|
$390,529
0.17% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
5,014
shares
|
$382,668
0.18% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
4,952
shares
|
$377,936
0.15% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
4,896
shares
|
$373,662
0.09% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,713
shares
|
$359,696
0.0% of portfolio
|
Q4 2024
Added 302.13%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
4,608
shares
|
$351,682
0.01% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,489
shares
|
$342,600
0.07% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
4,482
shares
|
$342,066
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
4,229
shares
|
$322,757
0.24% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,210
shares
|
$321,307
0.01% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
4,186
shares
|
$319,475
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,165
shares
|
$317,872
0.12% of portfolio
|
Q4 2024
Reduced 1.07%
|