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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,804
shares
|
$214,001
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,766
shares
|
$211,101
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,757
shares
|
$210,414
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
2,739
shares
|
$209,040
0.18% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,728
shares
|
$208,200
0.01% of portfolio
|
Q4 2024
Reduced 80.22%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,645
shares
|
$201,866
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
2,626
shares
|
$200,416
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,516
shares
|
$192,021
0.08% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,330
shares
|
$177,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,138
shares
|
$163,172
0.02% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,995
shares
|
$152,258
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,903
shares
|
$145,236
0.0% of portfolio
|
Q2 2023
Reduced 34.45%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,718
shares
|
$131,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,485
shares
|
$113,335
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,193
shares
|
$91,049
0.01% of portfolio
|
Q2 2024
Added 38.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,173
shares
|
$89,523
0.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,121
shares
|
$85,554
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$79,372
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,037
shares
|
$79,143
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,017
shares
|
$77,617
0.01% of portfolio
|
Q4 2024
Added 384.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
963
shares
|
$73,496
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
898
shares
|
$68,535
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
767
shares
|
$58,537
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
714
shares
|
$54,492
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
624
shares
|
$47,623
0.0% of portfolio
|
Q4 2024
Added 45.12%
|