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 |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
3,253
shares
|
$458,868
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
3,089
shares
|
$435,734
0.02% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
3,042
shares
|
$429,104
0.06% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,962
shares
|
$417,819
0.08% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,937
shares
|
$414,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,884
shares
|
$406,817
0.21% of portfolio
|
Q4 2022
Reduced 3.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,859
shares
|
$403,290
0.0% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,856
shares
|
$402,867
0.0% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,854
shares
|
$402,585
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
2,845
shares
|
$401,315
0.03% of portfolio
|
Q2 2020
Added 142150.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,770
shares
|
$390,736
0.04% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,669
shares
|
$376,489
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,647
shares
|
$373,385
0.0% of portfolio
|
Q1 2024
Added 13.51%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
2,623
shares
|
$370,000
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,552
shares
|
$359,985
0.02% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,525
shares
|
$356,176
0.0% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,489
shares
|
$351,098
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,448
shares
|
$345,314
0.07% of portfolio
|
Q4 2023
Reduced 7.62%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,374
shares
|
$334,876
0.0% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,364
shares
|
$333,465
0.14% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
2,331
shares
|
$328,810
0.1% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,304
shares
|
$325,002
0.0% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,252
shares
|
$317,667
0.01% of portfolio
|
Q4 2024
Reduced 53.55%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,212
shares
|
$312,024
0.07% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
2,209
shares
|
$311,601
0.08% of portfolio
|
Q4 2022
New holding
|