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 211 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $918 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,060,367
shares
|
$169 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
878,123
shares
|
$72 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
797,106
shares
|
$65.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
545,149
shares
|
$44.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
374,116
shares
|
$30.7 Million
8.74% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
297,429
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
291,449
shares
|
$23.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
277,832
shares
|
$22.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
264,785
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2024
Added 7813.48%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
244,904
shares
|
$20.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
234,809
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$18.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
219,901
shares
|
$18 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
204,653
shares
|
$16.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
197,380
shares
|
$16.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$15.6 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
|
$15.4 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
185,042
shares
|
$15.2 Million
6.9% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
147,653
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
133,805
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
130,940
shares
|
$10.7 Million
5.05% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
123,392
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
122,566
shares
|
$10 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
119,329
shares
|
$9.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
109,012
shares
|
$8.94 Million
0.09% of portfolio
|
Q3 2024
Added 10.46%
|