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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
4,801
shares
|
$677,229
0.3% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,784
shares
|
$674,831
0.02% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,557
shares
|
$642,810
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
4,435
shares
|
$625,601
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,390
shares
|
$619,253
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
4,348
shares
|
$613,328
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
4,235
shares
|
$597,389
0.13% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,198
shares
|
$592,169
0.26% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,119
shares
|
$581,026
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,083
shares
|
$575,947
0.01% of portfolio
|
Q1 2025
Added 71.7%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
3,921
shares
|
$553,096
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,821
shares
|
$538,990
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,803
shares
|
$536,451
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,761
shares
|
$530,526
0.0% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,669
shares
|
$517,549
0.04% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,649
shares
|
$514,727
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,612
shares
|
$509,508
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,589
shares
|
$506,264
0.13% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
3,480
shares
|
$490,888
0.12% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,472
shares
|
$489,760
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
3,421
shares
|
$482,566
0.49% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,406
shares
|
$480,450
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,357
shares
|
$473,538
0.03% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
3,340
shares
|
$471,140
0.01% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,304
shares
|
$466,062
0.07% of portfolio
|
Q1 2025
Added 35.19%
|