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 209 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $894 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
14,590
shares
|
$1.13 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
14,521
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
14,394
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
13,780
shares
|
$1.07 Million
1.21% of portfolio
|
Q3 2024
Reduced 33.98%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
13,740
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
13,549
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.06%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,906
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
12,786
shares
|
$993,344
0.04% of portfolio
|
Q2 2024
Added 12.54%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,616
shares
|
$980,137
1.28% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
12,315
shares
|
$956,752
0.0% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,180
shares
|
$946,264
0.03% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
12,168
shares
|
$945,331
0.14% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Aug 12, 2024 Q2 2024 |
12,096
shares
|
$939,738
0.3% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
11,720
shares
|
$910,526
0.02% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
11,415
shares
|
$886,831
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,203
shares
|
$870,361
0.26% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
11,062
shares
|
$859,406
0.0% of portfolio
|
Q2 2024
Reduced 62.0%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
10,586
shares
|
$822,426
0.34% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
10,174
shares
|
$790,418
0.0% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
9,893
shares
|
$768,587
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
9,822
shares
|
$763,071
0.28% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
9,503
shares
|
$738,288
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
9,381
shares
|
$728,809
0.01% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
9,250
shares
|
$718,632
0.42% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,813
shares
|
$684,681
0.05% of portfolio
|
Q3 2023
Reduced 0.87%
|