Institutional Ownership First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $693 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
851,575
shares
|
$105 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
757,415
shares
|
$93.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
410,532
shares
|
$50.4 Million
0.01% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
261,174
shares
|
$32.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
196,306
shares
|
$24.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
185,084
shares
|
$22.7 Million
0.04% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
180,921
shares
|
$22.2 Million
0.56% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
172,875
shares
|
$21.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
163,180
shares
|
$20 Million
0.0% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
133,912
shares
|
$16.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
125,457
shares
|
$15.4 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
120,109
shares
|
$14.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
111,165
shares
|
$13.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
103,059
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
101,303
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
86,814
shares
|
$10.7 Million
0.43% of portfolio
|
Q2 2024
Added 11.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
59,199
shares
|
$7.27 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
50,302
shares
|
$6.18 Million
0.11% of portfolio
|
Q2 2024
Added 160.98%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
49,909
shares
|
$6.13 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
46,314
shares
|
$5.69 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
43,954
shares
|
$5.4 Million
0.25% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
39,761
shares
|
$4.89 Million
0.02% of portfolio
|
Q2 2024
Added 16.65%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
39,136
shares
|
$4.81 Million
0.36% of portfolio
|
Q2 2024
Reduced 11.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
37,128
shares
|
$4.56 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
35,403
shares
|
$4.35 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.8%
|