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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,975
shares
|
$265,795
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,954
shares
|
$262,969
0.01% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
1,929
shares
|
$259,604
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 12, 2024 Q2 2024 |
1,921
shares
|
$258,528
0.17% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,906
shares
|
$256,509
0.06% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
1,896
shares
|
$255,163
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 30, 2024 Q2 2024 |
1,872
shares
|
$251,933
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
1,833
shares
|
$246,685
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,791
shares
|
$241,032
0.02% of portfolio
|
Q4 2023
Reduced 29.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,766
shares
|
$237,668
0.01% of portfolio
|
Q3 2024
Reduced 38.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
1,700
shares
|
$228,786
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,641
shares
|
$220,845
0.0% of portfolio
|
Q2 2024
Reduced 34.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,624
shares
|
$218,557
0.0% of portfolio
|
Q1 2024
Added 283.02%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
1,222
shares
|
$164,456
0.03% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
1,209
shares
|
$162,707
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
1,200
shares
|
$161,496
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,148
shares
|
$154,497
0.0% of portfolio
|
Q2 2020
Reduced 6.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,109
shares
|
$149,249
0.03% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
766
shares
|
$103,088
0.01% of portfolio
|
Q3 2021
Reduced 38.37%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
699
shares
|
$94,071
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
688
shares
|
$92,591
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
658
shares
|
$88,553
0.02% of portfolio
|
Q2 2024
Added 128.47%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
561
shares
|
$75,499
0.0% of portfolio
|
Q2 2024
Reduced 41.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
527
shares
|
$70,923
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
500
shares
|
$67,290
0.02% of portfolio
|
Q1 2024
Added 25.0%
|