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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$169,272
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,148
shares
|
$161,936
0.0% of portfolio
|
Q2 2020
Reduced 6.63%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$141,060
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
960
shares
|
$135,417
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
699
shares
|
$98,600
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
688
shares
|
$97,049
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
604
shares
|
$85,200
0.0% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
602
shares
|
$84,918
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
543
shares
|
$76,595
0.02% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
527
shares
|
$74,338
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
525
shares
|
$74,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$70,530
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
483
shares
|
$68,131
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
479
shares
|
$67,567
0.0% of portfolio
|
Q1 2024
Reduced 20.43%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
435
shares
|
$61,361
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
403
shares
|
$56,847
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
392
shares
|
$55,295
0.04% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
390
shares
|
$55,013
0.02% of portfolio
|
Q2 2024
Reduced 39.16%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
284
shares
|
$40,061
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
282
shares
|
$39,778
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
240
shares
|
$33,854
0.02% of portfolio
|
Q2 2024
Reduced 85.8%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
209
shares
|
$29,481
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
200
shares
|
$28,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
174
shares
|
$24,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
161
shares
|
$22,710
0.0% of portfolio
|
Q1 2025
Reduced 38.31%
|