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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,138
shares
|
$163,471
0.02% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,060
shares
|
$157,507
0.07% of portfolio
|
Q1 2025
Reduced 30.5%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,903
shares
|
$145,503
0.0% of portfolio
|
Q2 2023
Reduced 34.45%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,884
shares
|
$144,050
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,620
shares
|
$123,865
0.01% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,485
shares
|
$113,543
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,358
shares
|
$103,832
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,193
shares
|
$91,216
0.01% of portfolio
|
Q2 2024
Added 38.4%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,173
shares
|
$89,687
0.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$79,518
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,037
shares
|
$79,289
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,034
shares
|
$79,059
0.01% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
963
shares
|
$73,630
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
898
shares
|
$68,661
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
714
shares
|
$54,592
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
600
shares
|
$45,875
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$38,230
0.02% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
480
shares
|
$36,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
465
shares
|
$35,553
0.0% of portfolio
|
Q1 2025
Added 447.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
430
shares
|
$32,877
0.0% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
425
shares
|
$32,495
0.02% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
370
shares
|
$28,290
0.0% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
360
shares
|
$27,525
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
350
shares
|
$26,760
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
343
shares
|
$26,225
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|