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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
2,403
shares
|
$198,439
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,364
shares
|
$195,219
0.02% of portfolio
|
Q2 2025
Reduced 74.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,280
shares
|
$188,282
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,138
shares
|
$176,556
0.02% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,903
shares
|
$157,149
0.0% of portfolio
|
Q2 2023
Reduced 34.45%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,621
shares
|
$133,862
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,601
shares
|
$132,210
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,552
shares
|
$128,164
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,485
shares
|
$122,631
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,359
shares
|
$112,226
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,201
shares
|
$99,178
0.0% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1,126
shares
|
$92,985
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$85,883
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,037
shares
|
$85,635
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
1,037
shares
|
$85,635
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
963
shares
|
$79,524
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
898
shares
|
$74,156
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
784
shares
|
$64,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
769
shares
|
$63,504
0.01% of portfolio
|
Q2 2025
Added 107.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
690
shares
|
$56,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
613
shares
|
$50,621
0.0% of portfolio
|
Q3 2025
Added 42.56%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
600
shares
|
$49,548
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
574
shares
|
$47,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
563
shares
|
$46,492
0.0% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$41,290
0.02% of portfolio
|
Q4 2024
Reduced 27.54%
|