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 $863 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
92,594
shares
|
$7.18 Million
1.12% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
88,768
shares
|
$6.88 Million
1.28% of portfolio
|
Q1 2024
Added 21.41%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
75,784
shares
|
$5.88 Million
4.64% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
74,366
shares
|
$5.77 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
73,546
shares
|
$5.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
67,211
shares
|
$5.21 Million
0.35% of portfolio
|
Q2 2024
Added 5.71%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
60,140
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2024
Added 1.39%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
54,872
shares
|
$4.26 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
53,854
shares
|
$4.18 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
52,196
shares
|
$4.05 Million
0.04% of portfolio
|
Q2 2024
Added 5.86%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
50,225
shares
|
$3.9 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
49,559
shares
|
$3.84 Million
0.15% of portfolio
|
Q2 2024
Added 16.47%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
49,554
shares
|
$3.84 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
47,489
shares
|
$3.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.31%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
44,906
shares
|
$3.48 Million
0.09% of portfolio
|
Q1 2024
Reduced 21.59%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
43,434
shares
|
$3.37 Million
1.49% of portfolio
|
Q2 2024
Reduced 19.84%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
42,162
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,012
shares
|
$3.26 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
41,003
shares
|
$3.18 Million
1.65% of portfolio
|
Q2 2024
Reduced 15.48%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
37,963
shares
|
$2.94 Million
0.05% of portfolio
|
Q2 2024
Added 0.22%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
37,000
shares
|
$2.87 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
36,846
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
36,818
shares
|
$2.86 Million
0.1% of portfolio
|
Q2 2024
Added 41.93%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
35,884
shares
|
$2.78 Million
0.8% of portfolio
|
Q2 2024
Added 5.45%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
35,595
shares
|
$2.76 Million
0.36% of portfolio
|
Q2 2024
Reduced 2.64%
|