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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,173
shares
|
$306,523
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,166
shares
|
$305,535
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,130
shares
|
$300,457
0.02% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,123
shares
|
$299,470
0.0% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
2,063
shares
|
$291,006
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,029
shares
|
$286,210
0.0% of portfolio
|
Q4 2024
Reduced 81.29%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,000
shares
|
$282,120
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
2,000
shares
|
$282,120
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,975
shares
|
$278,593
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
1,922
shares
|
$271,117
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
1,896
shares
|
$267,449
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
1,872
shares
|
$264,064
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
1,860
shares
|
$262,371
0.14% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,829
shares
|
$257,998
0.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
1,828
shares
|
$257,857
0.02% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,820
shares
|
$256,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,800
shares
|
$253,908
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,782
shares
|
$251,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,654
shares
|
$233,313
0.01% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,585
shares
|
$223,580
0.01% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,575
shares
|
$222,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
1,563
shares
|
$220,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,354
shares
|
$190,995
0.0% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
1,338
shares
|
$188,738
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,209
shares
|
$170,541
0.02% of portfolio
|
Q1 2024
New holding
|