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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,144
shares
|
$502,285
0.0% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,141
shares
|
$501,806
0.0% of portfolio
|
Q2 2025
Added 100.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,020
shares
|
$482,475
0.01% of portfolio
|
Q2 2025
Reduced 26.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,962
shares
|
$473,209
0.08% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,854
shares
|
$455,955
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,846
shares
|
$454,676
0.2% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,845
shares
|
$454,517
0.03% of portfolio
|
Q2 2020
Added 142150.0%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
2,748
shares
|
$439,020
0.12% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,746
shares
|
$438,700
0.04% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,647
shares
|
$422,884
0.0% of portfolio
|
Q1 2024
Added 13.51%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
2,623
shares
|
$419,050
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,564
shares
|
$409,624
0.09% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,510
shares
|
$400,997
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,509
shares
|
$400,837
0.05% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
2,489
shares
|
$397,642
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,406
shares
|
$384,382
0.01% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,364
shares
|
$377,672
0.14% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,331
shares
|
$372,400
0.11% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,246
shares
|
$358,820
0.07% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
2,209
shares
|
$352,909
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,173
shares
|
$347,158
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,166
shares
|
$346,040
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,130
shares
|
$340,288
0.02% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,117
shares
|
$338,211
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,070
shares
|
$330,703
0.0% of portfolio
|
Q2 2025
Reduced 12.81%
|