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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,435
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,937
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
14,670
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,448
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
13,997
shares
|
$1.07 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
12,937
shares
|
$989,163
0.9% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,616
shares
|
$964,619
1.28% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,168
shares
|
$930,365
0.14% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
12,034
shares
|
$920,119
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,591
shares
|
$886,247
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,218
shares
|
$857,728
0.0% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10,632
shares
|
$812,922
0.0% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
10,475
shares
|
$800,918
0.24% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
10,323
shares
|
$789,296
0.42% of portfolio
|
Q1 2025
Reduced 44.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
9,954
shares
|
$761,082
0.0% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
9,943
shares
|
$760,241
0.02% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,556
shares
|
$730,651
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,317
shares
|
$712,377
0.06% of portfolio
|
Q1 2025
Added 84600.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9,183
shares
|
$702,132
0.02% of portfolio
|
Q1 2025
Reduced 23.8%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
9,150
shares
|
$699,609
0.31% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,837
shares
|
$675,677
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,826
shares
|
$674,835
0.01% of portfolio
|
Q1 2025
Reduced 18.56%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,813
shares
|
$673,841
0.05% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
8,397
shares
|
$642,034
0.22% of portfolio
|
Q1 2025
Added 219.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,261
shares
|
$631,636
0.02% of portfolio
|
Q1 2025
Reduced 14.55%
|