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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,970
shares
|
$794,007
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
4,875
shares
|
$778,830
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,849
shares
|
$774,676
0.02% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
4,801
shares
|
$767,007
0.31% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,736
shares
|
$756,623
0.04% of portfolio
|
Q2 2025
Added 53.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,674
shares
|
$746,718
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,557
shares
|
$728,026
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,440
shares
|
$709,334
0.0% of portfolio
|
Q2 2025
Added 55.46%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
4,435
shares
|
$708,535
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
4,348
shares
|
$694,636
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,198
shares
|
$670,672
0.26% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,119
shares
|
$658,051
0.12% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
4,022
shares
|
$642,554
0.61% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,998
shares
|
$638,720
0.0% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
3,805
shares
|
$607,886
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,775
shares
|
$603,094
0.11% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,729
shares
|
$595,745
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,629
shares
|
$579,769
0.04% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,598
shares
|
$574,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,472
shares
|
$554,686
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
|
$544,142
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
3,353
shares
|
$535,675
0.02% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,304
shares
|
$527,847
0.07% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,291
shares
|
$525,770
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
3,253
shares
|
$519,699
0.22% of portfolio
|
Q4 2023
New holding
|