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 204 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2,106,455
shares
|
$163 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.79%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
978,870
shares
|
$75.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
803,320
shares
|
$62.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.29%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
545,390
shares
|
$42.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2024 Q2 2024 |
379,160
shares
|
$29.3 Million
9.89% of portfolio
|
Q2 2024
Added 31.95%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
329,573
shares
|
$25.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
300,173
shares
|
$23.2 Million
0.05% of portfolio
|
Q2 2024
Added 0.74%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
288,350
shares
|
$22.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
281,175
shares
|
$21.7 Million
0.52% of portfolio
|
Q2 2024
Added 0.57%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
253,872
shares
|
$19.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 15.42%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
238,895
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
231,128
shares
|
$17.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.85%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
213,781
shares
|
$16.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
198,647
shares
|
$15.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
198,009
shares
|
$15.3 Million
0.21% of portfolio
|
Q2 2024
Added 0.07%
|
|
Midwest Heritage Bank, Fsb
|
Jul 17, 2024 Q2 2024 |
187,638
shares
|
$14.5 Million
6.99% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
187,444
shares
|
$14.5 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
154,692
shares
|
$12 Million
0.04% of portfolio
|
Q2 2024
Reduced 21.58%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
147,481
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
127,300
shares
|
$9.84 Million
4.99% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
124,482
shares
|
$9.62 Million
0.42% of portfolio
|
Q2 2024
Added 1.88%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
120,915
shares
|
$9.35 Million
0.03% of portfolio
|
Q2 2024
Added 26.02%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
119,861
shares
|
$9.27 Million
0.06% of portfolio
|
Q2 2024
Reduced 18.67%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
98,689
shares
|
$7.63 Million
0.08% of portfolio
|
Q2 2024
Added 4.96%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
97,713
shares
|
$7.56 Million
0.01% of portfolio
|
Q2 2024
Added 0.88%
|