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 |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
1,207
shares
|
$192,830
0.04% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$191,712
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,148
shares
|
$183,404
0.0% of portfolio
|
Q2 2020
Reduced 6.63%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,083
shares
|
$173,020
0.01% of portfolio
|
Q2 2025
Added 124.22%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
928
shares
|
$148,257
0.01% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
699
shares
|
$111,672
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
688
shares
|
$109,914
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
602
shares
|
$96,175
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
561
shares
|
$89,625
0.0% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
525
shares
|
$83,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$79,880
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
435
shares
|
$69,495
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
418
shares
|
$66,779
0.0% of portfolio
|
Q2 2025
Reduced 95.6%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
403
shares
|
$64,383
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
390
shares
|
$62,306
0.02% of portfolio
|
Q2 2024
Reduced 39.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
371
shares
|
$59,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
354
shares
|
$56,555
0.0% of portfolio
|
Q2 2025
Reduced 78.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
325
shares
|
$51,922
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
324
shares
|
$51,762
0.01% of portfolio
|
Q2 2025
Reduced 40.33%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
305
shares
|
$48,726
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
282
shares
|
$45,052
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
266
shares
|
$42,496
0.01% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
240
shares
|
$38,342
0.02% of portfolio
|
Q2 2024
Reduced 85.8%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
209
shares
|
$33,389
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
189
shares
|
$30,194
0.0% of portfolio
|
Q2 2025
New holding
|