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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,027
shares
|
$420,508
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,941
shares
|
$413,314
0.01% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,598
shares
|
$384,622
0.01% of portfolio
|
Q3 2025
Reduced 43.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,467
shares
|
$373,664
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
4,369
shares
|
$365,466
0.15% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
4,209
shares
|
$352,082
0.01% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,186
shares
|
$350,158
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,143
shares
|
$346,561
0.0% of portfolio
|
Q4 2023
Reduced 31.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,117
shares
|
$344,387
0.01% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,058
shares
|
$339,451
0.01% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,923
shares
|
$328,158
0.18% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
3,780
shares
|
$316,197
0.07% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,678
shares
|
$307,664
0.01% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
3,660
shares
|
$306,159
0.1% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
3,466
shares
|
$289,930
0.01% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,466
shares
|
$289,930
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,374
shares
|
$282,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$275,208
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
3,284
shares
|
$274,706
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
3,263
shares
|
$272,949
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,260
shares
|
$272,699
0.06% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,178
shares
|
$265,839
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
3,169
shares
|
$265,086
0.09% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,108
shares
|
$259,984
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,087
shares
|
$258,227
0.02% of portfolio
|
Q2 2025
Reduced 8.86%
|
|