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 202 institutions that hold shares in the stock, with a total of 5.92 Million shares, which have been reported (via 13F filing form) to have a value of $874 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
4,435
shares
|
$655,049
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,363
shares
|
$644,415
0.02% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,338
shares
|
$640,722
0.16% of portfolio
|
Q4 2024
Reduced 70.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,244
shares
|
$626,838
0.02% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,198
shares
|
$620,044
0.27% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
4,119
shares
|
$608,376
0.1% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,978
shares
|
$587,550
0.05% of portfolio
|
Q4 2024
Reduced 99.24%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,829
shares
|
$565,543
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,739
shares
|
$552,250
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,730
shares
|
$550,921
0.0% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,717
shares
|
$549,000
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,694
shares
|
$545,603
0.03% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,634
shares
|
$536,741
0.03% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
3,600
shares
|
$531,720
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
3,531
shares
|
$521,528
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,474
shares
|
$513,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,472
shares
|
$512,814
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,406
shares
|
$503,066
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,253
shares
|
$480,468
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,161
shares
|
$466,879
0.02% of portfolio
|
Q3 2024
Reduced 68.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,160
shares
|
$466,731
0.13% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,109
shares
|
$459,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
3,042
shares
|
$449,303
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
3,015
shares
|
$445,315
0.23% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
2,963
shares
|
$437,635
0.08% of portfolio
|
Q4 2024
Reduced 23.93%
|