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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
3,284
shares
|
$251,094
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
3,263
shares
|
$249,488
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
3,202
shares
|
$244,824
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,099
shares
|
$236,949
0.01% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,098
shares
|
$236,873
0.02% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,087
shares
|
$236,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
3,076
shares
|
$235,190
0.17% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,062
shares
|
$234,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,026
shares
|
$231,367
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,017
shares
|
$230,679
0.08% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,009
shares
|
$230,068
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,999
shares
|
$229,303
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,956
shares
|
$226,015
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,933
shares
|
$224,257
0.06% of portfolio
|
Q1 2025
Reduced 25.92%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
2,888
shares
|
$220,816
0.01% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
2,855
shares
|
$218,293
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,836
shares
|
$216,840
0.04% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,825
shares
|
$215,999
0.03% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,804
shares
|
$214,393
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,781
shares
|
$212,635
0.03% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,682
shares
|
$205,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,645
shares
|
$202,236
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,589
shares
|
$197,954
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,516
shares
|
$192,373
0.09% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,280
shares
|
$174,328
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|