Institutional Ownership First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC). We have compiled data on the 197 institutions that hold shares in the stock, with a total of 6.57 Million shares, which have been reported (via 13F filing form) to have a value of $884 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
851,575
shares
|
$115 Million
0.01% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
757,415
shares
|
$102 Million
0.05% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
521,991
shares
|
$70.2 Million
0.01% of portfolio
|
Q3 2024
Added 12202.4%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
430,251
shares
|
$57.9 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
410,532
shares
|
$55.2 Million
0.01% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
261,174
shares
|
$35.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
196,306
shares
|
$26.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
183,828
shares
|
$24.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
180,921
shares
|
$24.3 Million
0.56% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
172,875
shares
|
$23.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
163,180
shares
|
$22 Million
0.0% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,076
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
125,457
shares
|
$16.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
120,109
shares
|
$16.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
113,004
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
101,303
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
97,221
shares
|
$13.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
87,802
shares
|
$11.8 Million
0.44% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
59,199
shares
|
$7.97 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
50,430
shares
|
$6.79 Million
0.3% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
50,302
shares
|
$6.77 Million
0.11% of portfolio
|
Q2 2024
Added 160.98%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
49,909
shares
|
$6.72 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
46,314
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
39,761
shares
|
$5.35 Million
0.02% of portfolio
|
Q2 2024
Added 16.65%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
39,136
shares
|
$5.27 Million
0.36% of portfolio
|
Q2 2024
Reduced 11.66%
|