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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
29,898
shares
|
$2.29 Million
0.52% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
27,382
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
26,966
shares
|
$2.06 Million
0.87% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
25,851
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 160.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
25,400
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,695
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
23,910
shares
|
$1.83 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
23,619
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Added 57.62%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
23,400
shares
|
$1.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
21,769
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
21,679
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
21,429
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.08%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
21,121
shares
|
$1.61 Million
0.11% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
21,081
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
20,885
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
19,429
shares
|
$1.49 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
19,288
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
18,704
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
18,270
shares
|
$1.4 Million
0.14% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
17,669
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 56.03%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
17,580
shares
|
$1.34 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
17,508
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,228
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,499
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
15,676
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.58%
|