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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
2,063
shares
|
$329,584
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,029
shares
|
$324,153
0.01% of portfolio
|
Q4 2024
Reduced 81.29%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$319,520
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$319,520
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,975
shares
|
$315,526
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,923
shares
|
$307,218
0.0% of portfolio
|
Q2 2025
Reduced 32.74%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,896
shares
|
$302,904
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
1,872
shares
|
$299,070
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,861
shares
|
$297,313
0.13% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
1,860
shares
|
$297,153
0.16% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,839
shares
|
$293,798
0.0% of portfolio
|
Q2 2025
Reduced 79.23%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
1,828
shares
|
$292,041
0.02% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,821
shares
|
$290,922
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
1,800
shares
|
$287,568
0.13% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,760
shares
|
$281,177
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
1,597
shares
|
$255,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,595
shares
|
$254,817
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,575
shares
|
$251,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,526
shares
|
$243,793
0.01% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,504
shares
|
$240,279
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
1,426
shares
|
$227,817
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
1,377
shares
|
$219,989
0.16% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
1,355
shares
|
$216,474
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,279
shares
|
$204,333
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,209
shares
|
$193,149
0.02% of portfolio
|
Q1 2024
New holding
|