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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
44
shares
|
$5,924
0.0% of portfolio
|
Q3 2024
Reduced 98.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
34
shares
|
$4,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
33
shares
|
$4,443
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
28
shares
|
$3,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
11
shares
|
$1,481
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$1,346
0.13% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
8
shares
|
$1,077
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|