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 227 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
88,768
shares
|
$7.33 Million
1.28% of portfolio
|
Q1 2024
Added 21.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
85,016
shares
|
$7.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
83,936
shares
|
$6.93 Million
0.08% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
83,435
shares
|
$6.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
69,398
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
60,771
shares
|
$5.02 Million
1.93% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
60,232
shares
|
$4.97 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
56,462
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,385
shares
|
$4.49 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,735
shares
|
$4.11 Million
0.73% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
43,782
shares
|
$3.62 Million
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
43,332
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
42,769
shares
|
$3.53 Million
0.04% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,012
shares
|
$3.47 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
39,709
shares
|
$3.28 Million
0.09% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
39,627
shares
|
$3.27 Million
1.29% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
38,692
shares
|
$3.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
38,259
shares
|
$3.16 Million
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
37,953
shares
|
$3.13 Million
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
34,521
shares
|
$2.85 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
34,077
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,020
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 211.63%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
29,702
shares
|
$2.45 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
29,523
shares
|
$2.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
25,983
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 2.3%
|