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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,616
shares
|
$1.04 Million
1.28% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,168
shares
|
$1 Million
0.14% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
12,034
shares
|
$993,767
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
11,729
shares
|
$968,580
0.66% of portfolio
|
Q2 2025
Reduced 39.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
11,322
shares
|
$934,970
0.02% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
10,409
shares
|
$859,575
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,378
shares
|
$857,015
0.21% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,082
shares
|
$832,571
0.02% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
9,906
shares
|
$818,037
0.04% of portfolio
|
Q2 2025
Reduced 43.94%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
9,736
shares
|
$803,998
0.36% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,698
shares
|
$800,860
0.0% of portfolio
|
Q2 2025
Reduced 64.58%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
9,633
shares
|
$795,493
0.48% of portfolio
|
Q2 2025
Added 1249.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,615
shares
|
$794,006
0.02% of portfolio
|
Q2 2025
Reduced 55.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,383
shares
|
$774,848
0.01% of portfolio
|
Q2 2025
Reduced 43.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,025
shares
|
$745,284
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
8,987
shares
|
$742,146
0.29% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,832
shares
|
$729,346
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,819
shares
|
$728,273
0.0% of portfolio
|
Q2 2025
Added 368.1%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,813
shares
|
$727,777
0.05% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,714
shares
|
$719,602
0.0% of portfolio
|
Q2 2025
Added 31.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,264
shares
|
$682,441
0.01% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
8,183
shares
|
$675,752
0.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,153
shares
|
$673,274
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
8,008
shares
|
$661,300
0.07% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
7,741
shares
|
$639,251
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|