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 $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
699
shares
|
$94,120
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
688
shares
|
$92,639
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
651
shares
|
$87,657
0.02% of portfolio
|
Q4 2024
Reduced 39.89%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
602
shares
|
$81,059
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
561
shares
|
$75,538
0.0% of portfolio
|
Q2 2024
Reduced 41.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
527
shares
|
$70,960
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
525
shares
|
$70,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$67,325
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
483
shares
|
$65,035
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
479
shares
|
$64,497
0.0% of portfolio
|
Q1 2024
Reduced 20.43%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
435
shares
|
$58,572
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
435
shares
|
$58,572
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
403
shares
|
$54,263
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
390
shares
|
$52,513
0.02% of portfolio
|
Q2 2024
Reduced 39.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
370
shares
|
$49,820
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
348
shares
|
$46,858
0.0% of portfolio
|
Q2 2024
Added 16.78%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
343
shares
|
$46,184
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
282
shares
|
$37,971
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
261
shares
|
$35,143
0.0% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
240
shares
|
$32,316
0.02% of portfolio
|
Q2 2024
Reduced 85.8%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
209
shares
|
$28,141
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
200
shares
|
$26,930
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
116
shares
|
$15,619
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
87
shares
|
$11,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
46
shares
|
$6,193
0.0% of portfolio
|
Q4 2024
New holding
|