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 228 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $844 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
36,153
shares
|
$2.57 Million
0.41% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
35,865
shares
|
$2.55 Million
0.71% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
33,654
shares
|
$2.4 Million
1.18% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
32,433
shares
|
$2.31 Million
0.02% of portfolio
|
Q4 2024
Added 423.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
32,023
shares
|
$2.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 39.14%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
30,871
shares
|
$2.2 Million
1.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
30,719
shares
|
$2.19 Million
0.18% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
29,371
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2024
Added 127.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
29,174
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,733
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
26,422
shares
|
$1.88 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
24,929
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.96%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
23,910
shares
|
$1.7 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
22,323
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,744
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
21,679
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
20,810
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
20,331
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
19,611
shares
|
$1.4 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
19,239
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
18,780
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
18,661
shares
|
$1.33 Million
0.75% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
18,261
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.31%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
18,153
shares
|
$1.29 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
17,642
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2024
New holding
|