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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
2,845
shares
|
$383,079
0.03% of portfolio
|
Q2 2020
Added 142150.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,753
shares
|
$370,691
0.04% of portfolio
|
Q4 2024
Added 53.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,738
shares
|
$368,671
0.02% of portfolio
|
Q4 2024
Reduced 85.2%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,684
shares
|
$361,400
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
2,676
shares
|
$360,323
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,669
shares
|
$359,380
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,647
shares
|
$356,418
0.0% of portfolio
|
Q1 2024
Added 13.51%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,526
shares
|
$340,125
0.0% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
2,489
shares
|
$335,143
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
2,448
shares
|
$329,623
0.07% of portfolio
|
Q4 2023
Reduced 7.62%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,444
shares
|
$329,084
0.05% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,378
shares
|
$320,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,370
shares
|
$319,120
0.15% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,364
shares
|
$318,312
0.14% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,331
shares
|
$313,869
0.09% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,266
shares
|
$305,116
0.01% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,252
shares
|
$303,231
0.01% of portfolio
|
Q4 2024
Reduced 53.55%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,228
shares
|
$300,000
0.01% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,209
shares
|
$297,441
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,173
shares
|
$292,594
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,171
shares
|
$292,325
0.08% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,130
shares
|
$286,804
0.02% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
2,063
shares
|
$277,782
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
2,029
shares
|
$273,204
0.0% of portfolio
|
Q4 2024
Reduced 81.29%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$269,300
0.16% of portfolio
|
Q4 2023
New holding
|