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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,052
shares
|
$171,649
0.01% of portfolio
|
Q3 2025
Added 29214.29%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,040
shares
|
$170,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,006
shares
|
$167,801
0.0% of portfolio
|
Q3 2025
Reduced 77.25%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,903
shares
|
$159,185
0.0% of portfolio
|
Q2 2023
Reduced 34.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,895
shares
|
$158,516
0.01% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,850
shares
|
$154,752
0.05% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,601
shares
|
$133,923
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,552
shares
|
$129,824
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,485
shares
|
$124,220
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,415
shares
|
$118,364
0.0% of portfolio
|
Q3 2025
Reduced 65.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,201
shares
|
$100,463
0.0% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$86,996
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,040
shares
|
$86,996
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
1,037
shares
|
$86,745
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
963
shares
|
$80,554
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
898
shares
|
$75,117
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
784
shares
|
$65,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
668
shares
|
$55,878
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
613
shares
|
$51,277
0.0% of portfolio
|
Q3 2025
Added 42.56%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
600
shares
|
$50,190
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
574
shares
|
$48,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
563
shares
|
$47,094
0.0% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
531
shares
|
$44,418
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$41,825
0.02% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
425
shares
|
$35,551
0.02% of portfolio
|
Q2 2024
Added 70.0%
|
|