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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
5,606
shares
|
$428,634
0.18% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
5,544
shares
|
$423,894
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
5,525
shares
|
$422,441
0.23% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,294
shares
|
$404,779
0.02% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
5,131
shares
|
$392,316
0.12% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
5,117
shares
|
$391,245
0.19% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
5,021
shares
|
$383,905
0.19% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
4,508
shares
|
$344,681
0.03% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
4,436
shares
|
$339,176
0.05% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,373
shares
|
$334,359
0.01% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
4,242
shares
|
$324,343
0.13% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
4,235
shares
|
$323,808
0.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,223
shares
|
$322,890
0.08% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,210
shares
|
$321,896
0.01% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,199
shares
|
$321,055
0.01% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
4,186
shares
|
$320,061
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,143
shares
|
$316,773
0.0% of portfolio
|
Q4 2023
Reduced 31.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,030
shares
|
$308,133
0.02% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
3,925
shares
|
$300,105
0.15% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,923
shares
|
$299,952
0.18% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,600
shares
|
$275,256
0.14% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,574
shares
|
$273,268
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,424
shares
|
$261,799
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,387
shares
|
$258,970
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$251,553
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|