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 228 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $844 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,143
shares
|
$295,023
0.0% of portfolio
|
Q4 2023
Reduced 31.91%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,959
shares
|
$281,920
0.08% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
3,925
shares
|
$279,499
0.15% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,923
shares
|
$279,356
0.18% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
3,692
shares
|
$262,907
0.03% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,600
shares
|
$256,355
0.14% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,574
shares
|
$254,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,504
shares
|
$249,519
0.01% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
3,475
shares
|
$247,454
0.19% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
3,424
shares
|
$243,823
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,383
shares
|
$240,903
0.02% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,331
shares
|
$237,200
0.04% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$234,280
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
3,284
shares
|
$233,853
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,263
shares
|
$232,358
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,199
shares
|
$227,800
0.01% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,115
shares
|
$221,819
0.09% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,026
shares
|
$215,481
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,009
shares
|
$214,270
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,993
shares
|
$213,131
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,964
shares
|
$211,066
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,867
shares
|
$204,159
0.02% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,864
shares
|
$203,945
0.0% of portfolio
|
Q4 2024
Reduced 31.5%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,855
shares
|
$203,304
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,836
shares
|
$201,951
0.0% of portfolio
|
Q4 2024
Reduced 9.62%
|