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 210 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $925 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,106,455
shares
|
$170 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
978,870
shares
|
$79.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
803,320
shares
|
$65 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
545,149
shares
|
$44.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
374,116
shares
|
$30.3 Million
8.74% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
329,573
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
300,173
shares
|
$24.3 Million
0.05% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
288,350
shares
|
$23.3 Million
0.01% of portfolio
|
Q1 2024
Added 7.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
281,175
shares
|
$22.7 Million
0.52% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
264,785
shares
|
$21.4 Million
0.01% of portfolio
|
Q3 2024
Added 7813.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
238,895
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
231,128
shares
|
$18.7 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
204,653
shares
|
$16.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
198,009
shares
|
$16 Million
0.21% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$15.3 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
|
$15.2 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
185,042
shares
|
$15 Million
6.9% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
147,653
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
133,805
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
130,940
shares
|
$10.6 Million
5.05% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
124,482
shares
|
$10.1 Million
0.42% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
119,861
shares
|
$9.69 Million
0.06% of portfolio
|
Q2 2024
Reduced 18.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
119,329
shares
|
$9.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
98,689
shares
|
$7.98 Million
0.08% of portfolio
|
Q2 2024
Added 4.96%
|