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 194 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $708 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
2,981
shares
|
$377,871
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
2,978
shares
|
$377,491
0.22% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,884
shares
|
$365,575
0.22% of portfolio
|
Q4 2022
Reduced 3.67%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
2,865
shares
|
$363,167
0.02% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,851
shares
|
$361,392
0.03% of portfolio
|
Q2 2024
Added 2.92%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
2,845
shares
|
$360,632
0.03% of portfolio
|
Q2 2020
Added 142150.0%
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
2,837
shares
|
$359,618
0.02% of portfolio
|
Q2 2023
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
2,766
shares
|
$350,618
0.01% of portfolio
|
Q2 2024
Added 34.6%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
2,718
shares
|
$344,533
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
2,683
shares
|
$340,097
0.0% of portfolio
|
Q2 2024
Added 2.84%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
2,678
shares
|
$339,463
0.01% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
2,676
shares
|
$339,209
0.1% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,647
shares
|
$335,533
0.0% of portfolio
|
Q1 2024
Added 13.51%
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
2,448
shares
|
$310,308
0.07% of portfolio
|
Q4 2023
Reduced 7.62%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
2,368
shares
|
$300,167
0.15% of portfolio
|
Q2 2024
Reduced 7.79%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,364
shares
|
$299,660
0.14% of portfolio
|
Q4 2022
Added 0.38%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
2,331
shares
|
$295,477
0.09% of portfolio
|
Q1 2024
Added 0.6%
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
2,290
shares
|
$290,280
0.03% of portfolio
|
Q4 2023
Added 0.17%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,283
shares
|
$289,393
0.04% of portfolio
|
Q2 2024
Added 17.26%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
2,266
shares
|
$287,238
0.01% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
2,262
shares
|
$286,731
0.02% of portfolio
|
Q2 2024
Reduced 15.28%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
2,209
shares
|
$280,012
0.09% of portfolio
|
Q4 2022
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,173
shares
|
$275,449
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,130
shares
|
$269,998
0.02% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 02, 2024 Q2 2024 |
2,000
shares
|
$253,520
0.14% of portfolio
|
Q4 2023
New holding
|