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 209 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $894 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
3,639
shares
|
$282,713
0.09% of portfolio
|
Q2 2024
Reduced 11.93%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,600
shares
|
$279,684
0.14% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
3,496
shares
|
$271,604
0.11% of portfolio
|
Q2 2024
Reduced 13.76%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
3,427
shares
|
$266,243
0.15% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$255,600
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,284
shares
|
$255,133
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
3,263
shares
|
$253,502
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,134
shares
|
$243,480
0.04% of portfolio
|
Q2 2024
Added 2.62%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
3,026
shares
|
$235,089
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,024
shares
|
$234,934
0.02% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,013
shares
|
$234,079
0.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,994
shares
|
$232,603
0.03% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
2,986
shares
|
$231,982
0.02% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
2,958
shares
|
$229,807
0.01% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
2,928
shares
|
$227,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Aug 12, 2024 Q2 2024 |
2,883
shares
|
$223,980
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
2,855
shares
|
$221,804
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
2,853
shares
|
$221,649
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
2,836
shares
|
$220,328
0.05% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,804
shares
|
$217,842
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
2,796
shares
|
$217,221
0.0% of portfolio
|
Q2 2024
Added 2.76%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,750
shares
|
$213,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,716
shares
|
$211,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,645
shares
|
$205,490
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,544
shares
|
$197,643
0.02% of portfolio
|
Q3 2024
New holding
|