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 221 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,406
shares
|
$532,153
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,362
shares
|
$525,278
0.1% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
3,253
shares
|
$508,248
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,216
shares
|
$502,467
0.0% of portfolio
|
Q3 2025
Added 55.36%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,184
shares
|
$497,468
0.02% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,020
shares
|
$471,844
0.01% of portfolio
|
Q2 2025
Reduced 26.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
2,962
shares
|
$462,782
0.08% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,854
shares
|
$445,908
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,846
shares
|
$444,659
0.2% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
2,845
shares
|
$444,502
0.03% of portfolio
|
Q2 2020
Added 142150.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,718
shares
|
$424,660
0.01% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
2,717
shares
|
$424,504
0.14% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,702
shares
|
$422,160
0.04% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,647
shares
|
$413,567
0.0% of portfolio
|
Q1 2024
Added 13.51%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
2,623
shares
|
$409,817
0.11% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,606
shares
|
$407,161
0.09% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,543
shares
|
$397,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,515
shares
|
$392,943
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
2,509
shares
|
$392,006
0.05% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,489
shares
|
$388,881
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,425
shares
|
$378,882
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,411
shares
|
$376,694
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,364
shares
|
$369,351
0.14% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,331
shares
|
$364,195
0.1% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,306
shares
|
$360,289
0.0% of portfolio
|
Q3 2025
Added 19.92%
|
|