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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
9,371
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
9,358
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2024
Added 4.97%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
9,279
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
8,923
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
8,882
shares
|
$1.2 Million
0.89% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
8,749
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 11.18%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,708
shares
|
$1.17 Million
0.55% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
8,664
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
8,287
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,232
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
7,939
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,789
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
7,315
shares
|
$984,452
0.47% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
7,176
shares
|
$965,746
0.02% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
6,811
shares
|
$916,624
0.05% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
6,789
shares
|
$913,663
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,393
shares
|
$860,369
0.06% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,702
shares
|
$767,375
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,450
shares
|
$733,461
0.0% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$718,253
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
5,207
shares
|
$700,758
0.3% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
5,029
shares
|
$676,802
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,939
shares
|
$664,690
0.17% of portfolio
|
Q3 2024
Reduced 31.33%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
4,903
shares
|
$659,845
0.0% of portfolio
|
Q2 2024
Added 20.59%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
4,878
shares
|
$656,481
0.11% of portfolio
|
Q2 2024
Reduced 8.57%
|