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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
480
shares
|
$39,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
425
shares
|
$35,096
0.02% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
360
shares
|
$29,728
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
343
shares
|
$28,324
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
300
shares
|
$24,774
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$24,774
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
297
shares
|
$24,526
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
267
shares
|
$22,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
227
shares
|
$18,745
0.0% of portfolio
|
Q2 2024
Reduced 63.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
217
shares
|
$17,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
211
shares
|
$17,424
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
207
shares
|
$17,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
199
shares
|
$16,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
165
shares
|
$13,625
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
155
shares
|
$12,799
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
153
shares
|
$12,634
0.0% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
124
shares
|
$10,239
0.0% of portfolio
|
Q2 2025
Reduced 39.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
117
shares
|
$9,661
0.0% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107
shares
|
$8,836
0.0% of portfolio
|
Q1 2020
Reduced 31.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
96
shares
|
$7,927
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
79
shares
|
$6,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
46
shares
|
$3,798
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
46
shares
|
$3,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26
shares
|
$2,147
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7
shares
|
$578
0.0% of portfolio
|
Q2 2025
Reduced 99.92%
|