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 |
---|---|---|---|---|---|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
34,432
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2024
Added 2.51%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
32,087
shares
|
$2.49 Million
0.03% of portfolio
|
Q2 2024
Added 26.21%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
30,704
shares
|
$2.38 Million
0.22% of portfolio
|
Q2 2024
Reduced 15.61%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
27,007
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2024
Added 6.05%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
26,922
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
26,738
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2024
Added 11.08%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
25,835
shares
|
$2 Million
1.07% of portfolio
|
Q2 2024
Added 8.61%
|
|
Triton Wealth Management, Pllc
|
Aug 14, 2024 Q2 2024 |
24,021
shares
|
$1.86 Million
1.07% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
24,013
shares
|
$1.86 Million
0.25% of portfolio
|
Q2 2024
Added 4.56%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
23,596
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
23,217
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
22,692
shares
|
$1.76 Million
0.49% of portfolio
|
Q2 2024
Reduced 32.84%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
21,454
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2024
Added 94.45%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
21,330
shares
|
$1.65 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
20,960
shares
|
$1.63 Million
0.14% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
20,872
shares
|
$1.62 Million
1.88% of portfolio
|
Q1 2024
New holding
|
|
Rmr Capital Management, LLC
Tustin, CA |
Aug 14, 2024 Q2 2024 |
19,844
shares
|
$1.54 Million
1.33% of portfolio
|
Q2 2024
New holding
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Jul 29, 2024 Q2 2024 |
18,773
shares
|
$1.46 Million
0.84% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
18,495
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2024
Added 1.0%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
17,950
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
17,353
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2024
Reduced 10.51%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
16,798
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
Added 4.17%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
16,632
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 9.19%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
16,380
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2022
Reduced 53.89%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
16,268
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.06%
|