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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,077
shares
|
$257,391
0.0% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,008
shares
|
$251,619
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,947
shares
|
$246,516
0.0% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
2,883
shares
|
$241,162
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,876
shares
|
$240,577
0.17% of portfolio
|
Q3 2025
Reduced 20.49%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
2,855
shares
|
$238,820
0.17% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,855
shares
|
$238,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
2,847
shares
|
$238,151
0.07% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,836
shares
|
$237,231
0.04% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,805
shares
|
$234,638
0.03% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,804
shares
|
$234,554
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,800
shares
|
$234,220
0.1% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,777
shares
|
$232,296
0.04% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,777
shares
|
$232,296
0.01% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,766
shares
|
$231,375
0.01% of portfolio
|
Q2 2025
Reduced 87.09%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,705
shares
|
$226,273
0.08% of portfolio
|
Q3 2025
Reduced 23.02%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,702
shares
|
$226,022
0.03% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,650
shares
|
$221,672
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
2,645
shares
|
$221,254
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,569
shares
|
$214,896
0.06% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,517
shares
|
$210,547
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2,474
shares
|
$206,950
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
2,403
shares
|
$201,010
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,280
shares
|
$190,722
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,138
shares
|
$178,843
0.02% of portfolio
|
Q4 2024
Added 20.93%
|
|