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 209 institutions that hold shares in the stock, with a total of 5.99 Million shares, which have been reported (via 13F filing form) to have a value of $789 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
7,905
shares
|
$1.04 Million
0.53% of portfolio
|
Q3 2024
Reduced 21.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 21, 2025 Q1 2025 |
7,530
shares
|
$991,399
0.09% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
7,090
shares
|
$933,469
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
7,060
shares
|
$929,519
0.45% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,864
shares
|
$903,714
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,775
shares
|
$891,996
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
6,701
shares
|
$882,253
0.17% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
6,490
shares
|
$854,473
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,466
shares
|
$851,313
0.02% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,446
shares
|
$848,680
0.04% of portfolio
|
Q4 2024
Added 265.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,393
shares
|
$841,702
0.06% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,986
shares
|
$788,116
0.03% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,888
shares
|
$775,214
0.0% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,868
shares
|
$772,580
0.08% of portfolio
|
Q4 2024
Reduced 72.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
5,684
shares
|
$748,355
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,627
shares
|
$740,850
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,504
shares
|
$724,656
0.01% of portfolio
|
Q4 2024
Reduced 63.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$702,669
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,208
shares
|
$685,685
0.04% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,099
shares
|
$671,334
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,946
shares
|
$651,190
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,925
shares
|
$648,425
0.02% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
4,875
shares
|
$641,842
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,862
shares
|
$640,130
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,824
shares
|
$635,127
0.02% of portfolio
|
Q4 2024
Reduced 1.83%
|