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 208 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
6,701
shares
|
$902,289
0.17% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
6,490
shares
|
$873,878
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,466
shares
|
$870,646
0.02% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,446
shares
|
$867,953
0.04% of portfolio
|
Q4 2024
Added 265.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
6,393
shares
|
$860,817
0.06% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,986
shares
|
$806,014
0.03% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,888
shares
|
$792,819
0.0% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,868
shares
|
$790,126
0.08% of portfolio
|
Q4 2024
Reduced 72.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,627
shares
|
$757,675
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,504
shares
|
$741,113
0.01% of portfolio
|
Q4 2024
Reduced 63.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$718,627
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,311
shares
|
$715,126
0.0% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,208
shares
|
$701,257
0.04% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,099
shares
|
$686,580
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,029
shares
|
$677,154
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
4,875
shares
|
$656,418
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,862
shares
|
$654,668
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,824
shares
|
$649,551
0.02% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
4,801
shares
|
$646,454
0.29% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
4,598
shares
|
$619,120
0.02% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,552
shares
|
$612,926
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
4,435
shares
|
$597,172
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,363
shares
|
$587,477
0.02% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4,354
shares
|
$586,266
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,338
shares
|
$584,111
0.16% of portfolio
|
Q4 2024
Reduced 70.49%
|