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 211 institutions that hold shares in the stock, with a total of 5.77 Million shares, which have been reported (via 13F filing form) to have a value of $815 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
730,677
shares
|
$103 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
685,271
shares
|
$96.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
447,862
shares
|
$63.2 Million
0.17% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
434,022
shares
|
$61.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
264,212
shares
|
$37.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
229,951
shares
|
$32.4 Million
0.1% of portfolio
|
Q1 2025
Added 95.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
194,542
shares
|
$27.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
190,933
shares
|
$26.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
183,084
shares
|
$25.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
158,701
shares
|
$22.4 Million
0.04% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
149,950
shares
|
$21.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,076
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
119,821
shares
|
$16.9 Million
0.33% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
113,004
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
93,971
shares
|
$13.3 Million
0.47% of portfolio
|
Q1 2025
Added 61.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
72,689
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
57,087
shares
|
$8.05 Million
3.27% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
54,436
shares
|
$7.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
50,302
shares
|
$7.1 Million
0.11% of portfolio
|
Q2 2024
Added 160.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
46,097
shares
|
$6.5 Million
0.09% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
42,705
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
41,809
shares
|
$5.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
41,170
shares
|
$5.81 Million
0.18% of portfolio
|
Q1 2025
Reduced 52.87%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
34,634
shares
|
$4.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 26.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
34,436
shares
|
$4.86 Million
0.22% of portfolio
|
Q1 2025
Added 434.22%
|