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 204 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $863 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
8,278
shares
|
$642,041
0.01% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
8,252
shares
|
$640,025
0.04% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
8,183
shares
|
$634,673
0.0% of portfolio
|
Q1 2024
Added 211.14%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
7,856
shares
|
$609,311
0.06% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
7,845
shares
|
$608,458
0.45% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,732
shares
|
$599,693
0.0% of portfolio
|
Q2 2024
Reduced 80.4%
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
7,595
shares
|
$589,068
0.46% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
7,571
shares
|
$587,206
0.04% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
7,550
shares
|
$585,578
0.01% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
7,543
shares
|
$585,035
0.02% of portfolio
|
Q2 2024
Added 10.99%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
7,345
shares
|
$569,678
0.04% of portfolio
|
Q2 2024
Added 0.36%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
7,296
shares
|
$565,877
0.19% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
7,220
shares
|
$559,983
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
7,205
shares
|
$558,819
0.02% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
6,756
shares
|
$523,995
0.01% of portfolio
|
Q2 2024
Added 47.0%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
6,575
shares
|
$509,957
0.01% of portfolio
|
Q2 2024
Reduced 50.28%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
6,387
shares
|
$495,375
0.25% of portfolio
|
Q1 2023
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
6,143
shares
|
$476,451
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
6,010
shares
|
$466,135
0.2% of portfolio
|
Q2 2024
Reduced 13.76%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,981
shares
|
$463,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
5,954
shares
|
$461,792
0.21% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
5,856
shares
|
$454,191
0.18% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
5,738
shares
|
$445,039
0.2% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,670
shares
|
$439,765
0.0% of portfolio
|
Q2 2024
Reduced 34.13%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,650
shares
|
$438,214
0.03% of portfolio
|
Q3 2023
Added 33.85%
|