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 209 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107
shares
|
$8,494
0.0% of portfolio
|
Q1 2020
Reduced 31.78%
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
96
shares
|
$7,621
0.0% of portfolio
|
Q3 2021
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
93
shares
|
$7,383
0.0% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
61
shares
|
$4,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$3,651
0.0% of portfolio
|
Q3 2022
New holding
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
41
shares
|
$3,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
26
shares
|
$2,064
0.0% of portfolio
|
Q3 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$873
0.08% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|