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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
370
shares
|
$30,950
0.0% of portfolio
|
Q3 2025
Reduced 51.89%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
360
shares
|
$30,114
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
343
shares
|
$28,691
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
301
shares
|
$25,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$25,095
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$25,095
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
297
shares
|
$24,844
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
267
shares
|
$22,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
249
shares
|
$20,828
0.0% of portfolio
|
Q3 2025
Reduced 89.47%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
227
shares
|
$18,988
0.0% of portfolio
|
Q2 2024
Reduced 63.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
217
shares
|
$18,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
211
shares
|
$17,650
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
207
shares
|
$17,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
206
shares
|
$17,231
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
165
shares
|
$13,802
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
155
shares
|
$12,965
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
153
shares
|
$12,798
0.0% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
147
shares
|
$12,296
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
131
shares
|
$10,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107
shares
|
$8,950
0.0% of portfolio
|
Q1 2020
Reduced 31.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
96
shares
|
$8,030
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
79
shares
|
$6,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
46
shares
|
$3,847
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
26
shares
|
$2,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10
shares
|
$836
0.0% of portfolio
|
Q3 2025
New holding
|
|