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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
7,776
shares
|
$1.24 Million
0.25% of portfolio
|
Q2 2025
Added 98.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,555
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,161
shares
|
$1.14 Million
0.45% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,157
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 45.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,955
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,664
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,593
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
6,475
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,405
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,383
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,058
shares
|
$967,826
0.0% of portfolio
|
Q2 2025
Reduced 28.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
5,966
shares
|
$953,128
0.17% of portfolio
|
Q2 2025
Added 40.87%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,822
shares
|
$930,122
0.09% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,771
shares
|
$921,974
0.04% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,658
shares
|
$903,922
0.23% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,530
shares
|
$883,472
0.06% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,493
shares
|
$877,561
0.03% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,434
shares
|
$868,135
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$852,639
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,167
shares
|
$825,479
0.03% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,103
shares
|
$815,255
0.49% of portfolio
|
Q2 2025
Added 1201.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,099
shares
|
$814,616
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,097
shares
|
$814,296
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,047
shares
|
$806,308
0.0% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
5,029
shares
|
$803,433
0.29% of portfolio
|
Q2 2025
Reduced 66.67%
|