Institutional Ownership First Tr Exchange Traded Fd (FCTR)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FCTR). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $65.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
388,366
shares
|
$12.7 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
300,433
shares
|
$9.79 Million
4.37% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
266,161
shares
|
$8.67 Million
0.88% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
220,609
shares
|
$7.19 Million
1.32% of portfolio
|
Q3 2022
Added 6.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
148,599
shares
|
$4.84 Million
0.0% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
111,243
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2024
Added 111.38%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
73,826
shares
|
$2.41 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
67,568
shares
|
$2.2 Million
0.23% of portfolio
|
Q3 2024
Added 478.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
47,614
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2024
Added 9.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
44,423
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
Added 20.88%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,204
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2022
Reduced 11.82%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
35,685
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
29,980
shares
|
$977,048
0.0% of portfolio
|
Q2 2024
Added 46.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
29,187
shares
|
$951,204
0.0% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
19,258
shares
|
$627,618
0.03% of portfolio
|
Q2 2024
Added 16.44%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
15,692
shares
|
$511,402
0.29% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
12,364
shares
|
$402,942
0.12% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,820
shares
|
$385,213
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
11,441
shares
|
$372,862
0.1% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,730
shares
|
$349,690
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,203
shares
|
$332,515
0.0% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,106
shares
|
$329,354
0.0% of portfolio
|
Q3 2024
Reduced 33.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,180
shares
|
$299,176
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,125
shares
|
$297,383
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
9,096
shares
|
$296,438
0.14% of portfolio
|
Q3 2024
Added 7.45%
|