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 221 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
8,035
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,991
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
7,891
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2025
Reduced 28.3%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
7,816
shares
|
$1.22 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
7,771
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 61.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
7,507
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
7,384
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
7,032
shares
|
$1.1 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,667
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,647
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,595
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
6,475
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
6,054
shares
|
$945,876
0.13% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
5,939
shares
|
$927,909
0.07% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
5,860
shares
|
$915,566
0.37% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,754
shares
|
$899,004
0.09% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
5,621
shares
|
$878,225
0.04% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,564
shares
|
$869,319
0.0% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,553
shares
|
$867,600
0.16% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
5,453
shares
|
$851,976
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,362
shares
|
$837,758
0.02% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$833,852
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,331
shares
|
$832,915
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
5,242
shares
|
$819,010
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,153
shares
|
$805,104
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|