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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,244
shares
|
$571,454
0.02% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,229
shares
|
$569,434
0.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,198
shares
|
$565,260
0.27% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
4,119
shares
|
$554,623
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,978
shares
|
$535,637
0.05% of portfolio
|
Q4 2024
Reduced 99.24%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
3,921
shares
|
$527,962
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,829
shares
|
$515,574
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,739
shares
|
$503,456
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,730
shares
|
$502,244
0.0% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,694
shares
|
$497,397
0.03% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,634
shares
|
$489,318
0.03% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,623
shares
|
$487,836
0.13% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
3,600
shares
|
$484,740
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
3,531
shares
|
$475,449
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,472
shares
|
$467,504
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,406
shares
|
$458,617
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,275
shares
|
$440,978
0.0% of portfolio
|
Q4 2024
Reduced 74.33%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,253
shares
|
$438,016
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,164
shares
|
$426,032
0.0% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,109
shares
|
$418,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
3,042
shares
|
$409,605
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
2,963
shares
|
$398,967
0.08% of portfolio
|
Q4 2024
Reduced 23.93%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,884
shares
|
$388,330
0.22% of portfolio
|
Q4 2022
Reduced 3.67%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
2,863
shares
|
$385,502
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,853
shares
|
$384,156
0.03% of portfolio
|
Q4 2024
Reduced 49.96%
|