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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,026
shares
|
$249,887
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,009
shares
|
$248,483
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,003
shares
|
$247,987
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,962
shares
|
$244,601
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
2,934
shares
|
$242,289
0.07% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,900
shares
|
$239,482
0.01% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
2,883
shares
|
$238,078
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,876
shares
|
$237,500
0.17% of portfolio
|
Q3 2025
Reduced 20.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,861
shares
|
$236,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
2,855
shares
|
$235,765
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
2,849
shares
|
$235,270
0.17% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,836
shares
|
$234,196
0.04% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,804
shares
|
$231,554
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,800
shares
|
$231,224
0.1% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,792
shares
|
$230,563
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,782
shares
|
$229,737
0.01% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,766
shares
|
$228,416
0.01% of portfolio
|
Q2 2025
Reduced 87.09%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,695
shares
|
$222,553
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,695
shares
|
$222,553
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,666
shares
|
$220,158
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,648
shares
|
$218,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
2,645
shares
|
$218,424
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,563
shares
|
$211,652
0.03% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,558
shares
|
$211,239
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,517
shares
|
$207,853
0.08% of portfolio
|
Q3 2025
Added 0.04%
|