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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,027
shares
|
$415,129
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,679
shares
|
$386,391
0.02% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,467
shares
|
$368,884
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,301
shares
|
$355,176
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
4,209
shares
|
$347,579
0.01% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,186
shares
|
$345,679
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,143
shares
|
$342,128
0.0% of portfolio
|
Q4 2023
Reduced 31.91%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,127
shares
|
$340,807
0.0% of portfolio
|
Q2 2025
Reduced 61.18%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,923
shares
|
$323,961
0.18% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,911
shares
|
$322,970
0.01% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
3,780
shares
|
$312,152
0.07% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,774
shares
|
$311,656
0.0% of portfolio
|
Q2 2025
Reduced 85.4%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
3,660
shares
|
$302,242
0.1% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,562
shares
|
$294,149
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,523
shares
|
$290,929
0.02% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,514
shares
|
$290,186
0.1% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,451
shares
|
$284,983
0.0% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$271,688
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,284
shares
|
$271,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,263
shares
|
$269,458
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,183
shares
|
$262,852
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
3,169
shares
|
$261,696
0.09% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,102
shares
|
$256,163
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,087
shares
|
$254,924
0.02% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,087
shares
|
$254,924
0.06% of portfolio
|
Q2 2025
Reduced 26.9%
|