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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,695
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
23,998
shares
|
$1.98 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
23,804
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
23,681
shares
|
$1.96 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
23,537
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
23,274
shares
|
$1.92 Million
0.71% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
22,052
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
21,081
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,489
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
18,856
shares
|
$1.56 Million
0.13% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
18,587
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,228
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
17,144
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
16,896
shares
|
$1.4 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,623
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
16,518
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
15,003
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
14,974
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
14,916
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,912
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 61.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
14,660
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
14,288
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
13,971
shares
|
$1.15 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
13,438
shares
|
$1.11 Million
0.22% of portfolio
|
Q2 2025
Added 100.09%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
12,911
shares
|
$1.07 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.2%
|