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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
95,060
shares
|
$7.27 Million
0.07% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
94,889
shares
|
$7.26 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
88,768
shares
|
$6.79 Million
1.28% of portfolio
|
Q1 2024
Added 21.41%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
87,685
shares
|
$6.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
73,791
shares
|
$5.64 Million
2.5% of portfolio
|
Q1 2025
Reduced 44.57%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
71,931
shares
|
$5.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
65,224
shares
|
$4.99 Million
0.07% of portfolio
|
Q1 2025
Added 59.3%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
61,960
shares
|
$4.74 Million
3.77% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
56,974
shares
|
$4.36 Million
0.91% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
55,107
shares
|
$4.21 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
53,430
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,735
shares
|
$3.8 Million
0.73% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
47,413
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.7%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
43,593
shares
|
$3.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,012
shares
|
$3.21 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
40,336
shares
|
$3.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
40,292
shares
|
$3.08 Million
0.04% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
38,940
shares
|
$2.98 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
38,789
shares
|
$2.97 Million
0.02% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
37,876
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
37,465
shares
|
$2.86 Million
0.09% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
37,233
shares
|
$2.85 Million
1.33% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
35,773
shares
|
$2.74 Million
0.36% of portfolio
|
Q1 2025
Reduced 49.6%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
33,654
shares
|
$2.57 Million
1.18% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
30,748
shares
|
$2.35 Million
0.19% of portfolio
|
Q1 2025
Added 0.09%
|