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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,516
shares
|
$195,468
0.09% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,009
shares
|
$156,079
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,955
shares
|
$151,883
0.03% of portfolio
|
Q2 2024
Added 115.07%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1,903
shares
|
$147,844
0.0% of portfolio
|
Q2 2023
Reduced 34.45%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,213
shares
|
$94,237
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,193
shares
|
$92,684
0.01% of portfolio
|
Q2 2024
Added 38.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,117
shares
|
$86,779
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$80,797
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,037
shares
|
$80,564
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
997
shares
|
$77,456
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
963
shares
|
$74,815
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
763
shares
|
$59,277
0.01% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
690
shares
|
$53,606
0.02% of portfolio
|
Q1 2024
Reduced 84.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
600
shares
|
$46,614
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
539
shares
|
$41,874
0.03% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
468
shares
|
$36,358
0.0% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
430
shares
|
$33,406
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
425
shares
|
$33,018
0.02% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
360
shares
|
$27,968
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
343
shares
|
$26,647
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$23,307
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
300
shares
|
$23,307
0.0% of portfolio
|
Q1 2024
Reduced 13.29%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
227
shares
|
$17,635
0.0% of portfolio
|
Q2 2024
Reduced 63.8%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
210
shares
|
$16,314
0.0% of portfolio
|
Q2 2024
Added 125.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
207
shares
|
$16,081
0.0% of portfolio
|
Q2 2024
New holding
|