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 228 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $844 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
600
shares
|
$42,725
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$35,605
0.02% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
465
shares
|
$33,112
0.0% of portfolio
|
Q1 2025
Added 447.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
461
shares
|
$32,827
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
425
shares
|
$30,264
0.02% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
360
shares
|
$25,635
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
355
shares
|
$25,279
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
350
shares
|
$24,923
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
343
shares
|
$24,425
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
301
shares
|
$21,434
0.0% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
300
shares
|
$21,362
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
227
shares
|
$16,164
0.0% of portfolio
|
Q2 2024
Reduced 63.8%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
211
shares
|
$15,025
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
207
shares
|
$14,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
194
shares
|
$13,814
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
176
shares
|
$12,532
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
165
shares
|
$11,749
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
153
shares
|
$10,895
0.0% of portfolio
|
Q4 2024
Added 150.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107
shares
|
$7,619
0.0% of portfolio
|
Q1 2020
Reduced 31.78%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
80
shares
|
$5,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
79
shares
|
$5,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
46
shares
|
$3,275
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
45
shares
|
$3,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
41
shares
|
$2,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
26
shares
|
$1,851
0.0% of portfolio
|
Q3 2023
New holding
|