Institutional Ownership First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $847 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,140,872
shares
|
$164 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
954,706
shares
|
$73 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
864,647
shares
|
$66.1 Million
0.03% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
421,855
shares
|
$32.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
302,330
shares
|
$23.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
299,756
shares
|
$22.9 Million
0.05% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
299,739
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
296,301
shares
|
$22.7 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
278,761
shares
|
$21.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
276,469
shares
|
$21.1 Million
6.8% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
213,534
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
203,354
shares
|
$15.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
201,320
shares
|
$15.4 Million
0.19% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
187,444
shares
|
$14.3 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
177,571
shares
|
$13.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
157,673
shares
|
$12.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
147,100
shares
|
$11.2 Million
0.03% of portfolio
|
Q4 2024
Added 36.35%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
134,086
shares
|
$10.3 Million
5.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
113,398
shares
|
$8.67 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
111,631
shares
|
$8.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 37.07%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
107,009
shares
|
$8.18 Million
0.02% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
105,715
shares
|
$8.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
104,583
shares
|
$8 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.1%
|