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 $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$261,779
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,975
shares
|
$258,507
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,954
shares
|
$255,759
0.01% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,952
shares
|
$255,497
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,929
shares
|
$252,486
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
1,922
shares
|
$251,570
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,896
shares
|
$248,167
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,874
shares
|
$245,287
0.0% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
1,872
shares
|
$245,026
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,813
shares
|
$237,303
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,804
shares
|
$236,125
0.01% of portfolio
|
Q4 2024
Reduced 51.79%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,750
shares
|
$229,057
0.05% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,672
shares
|
$218,848
0.02% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,600
shares
|
$209,423
0.19% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,575
shares
|
$206,151
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
1,542
shares
|
$201,832
0.06% of portfolio
|
Q4 2024
Reduced 51.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,489
shares
|
$194,895
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
1,471
shares
|
$192,539
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
1,339
shares
|
$175,261
0.04% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,209
shares
|
$158,246
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$157,067
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,184
shares
|
$154,973
0.0% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,148
shares
|
$150,261
0.0% of portfolio
|
Q2 2020
Reduced 6.63%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$130,889
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
960
shares
|
$125,654
0.01% of portfolio
|
Q4 2024
New holding
|