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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
7,650
shares
|
$631,737
0.48% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
7,550
shares
|
$623,479
0.01% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,436
shares
|
$614,064
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
7,220
shares
|
$596,227
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,089
shares
|
$585,409
0.0% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
7,008
shares
|
$578,720
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
6,983
shares
|
$576,656
0.3% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,964
shares
|
$575,087
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,893
shares
|
$569,223
0.1% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
6,801
shares
|
$561,626
0.34% of portfolio
|
Q2 2025
Added 121.1%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,578
shares
|
$543,211
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
6,260
shares
|
$516,950
0.34% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,255
shares
|
$516,537
0.0% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,910
shares
|
$488,047
0.02% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
5,786
shares
|
$477,807
0.11% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,783
shares
|
$477,560
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,650
shares
|
$466,577
0.03% of portfolio
|
Q3 2023
Added 33.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
5,633
shares
|
$465,173
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
5,618
shares
|
$463,934
0.16% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
5,613
shares
|
$463,521
0.2% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
5,547
shares
|
$458,071
0.21% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
5,194
shares
|
$428,920
0.05% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
5,160
shares
|
$426,112
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,131
shares
|
$423,717
0.11% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
5,117
shares
|
$422,561
0.17% of portfolio
|
Q3 2024
Reduced 14.06%
|