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 218 institutions that hold shares in the stock, with a total of 5.75 Million shares, which have been reported (via 13F filing form) to have a value of $918 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
14,720
shares
|
$2.35 Million
0.61% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,863
shares
|
$2.21 Million
0.17% of portfolio
|
Q2 2025
Added 33.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
13,492
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
12,793
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
12,545
shares
|
$2 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,326
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,293
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,273
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,205
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
11,095
shares
|
$1.77 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
11,005
shares
|
$1.76 Million
0.31% of portfolio
|
Q2 2025
Reduced 27.96%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
10,780
shares
|
$1.72 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
10,493
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,371
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
10,232
shares
|
$1.63 Million
1.02% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
10,098
shares
|
$1.61 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
10,049
shares
|
$1.61 Million
1.04% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,298
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,922
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,715
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,708
shares
|
$1.39 Million
0.55% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,680
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
8,569
shares
|
$1.37 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,323
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 73.98%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
7,816
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.69%
|