Institutional Ownership First Tr Exchange Traded Fd (FCTR)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FCTR). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 1.76 Million shares, which have been reported (via 13F filing form) to have a value of $59 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
381,762
shares
|
$12.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
321,634
shares
|
$10.8 Million
4.19% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
220,609
shares
|
$7.42 Million
1.32% of portfolio
|
Q3 2022
Added 6.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
150,692
shares
|
$5.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
147,325
shares
|
$4.96 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
132,168
shares
|
$4.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
74,756
shares
|
$2.51 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
54,351
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
47,711
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
43,836
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
30,482
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,993
shares
|
$437,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
12,365
shares
|
$415,958
0.12% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
12,096
shares
|
$406,909
0.18% of portfolio
|
Q1 2025
Added 91.18%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,820
shares
|
$397,624
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
11,393
shares
|
$383,260
0.1% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,769
shares
|
$294,989
0.0% of portfolio
|
Q3 2024
Reduced 29.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,462
shares
|
$284,661
0.0% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,308
shares
|
$279,481
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
7,343
shares
|
$247,018
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,194
shares
|
$242,006
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,749
shares
|
$227,036
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
5,912
shares
|
$198,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,894
shares
|
$198,274
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
4,338
shares
|
$145,930
0.1% of portfolio
|
Q2 2025
Reduced 1.12%
|