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 195 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $831 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12,760
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,395
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
11,944
shares
|
$1.74 Million
1.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,902
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,291
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.93%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
11,141
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,891
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
10,843
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,780
shares
|
$1.57 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,662
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
10,381
shares
|
$1.51 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
10,049
shares
|
$1.47 Million
1.04% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
9,735
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
9,595
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,292
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,785
shares
|
$1.28 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
8,784
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
8,726
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,708
shares
|
$1.27 Million
0.55% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,678
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
8,499
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,205
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,572
shares
|
$1.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,515
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,487
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.65%
|