Institutional Ownership First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,180,495
shares
|
$172 Million
0.01% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,010,326
shares
|
$79.6 Million
0.01% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
848,889
shares
|
$66.9 Million
0.03% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
451,761
shares
|
$35.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
417,035
shares
|
$32.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
301,256
shares
|
$23.7 Million
0.77% of portfolio
|
Q4 2024
Added 457.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
296,458
shares
|
$23.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
289,713
shares
|
$22.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
278,963
shares
|
$22 Million
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
275,985
shares
|
$21.8 Million
7.01% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$18.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
226,691
shares
|
$17.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
213,578
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
211,576
shares
|
$16.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
200,289
shares
|
$15.8 Million
0.19% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
197,479
shares
|
$15.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
187,444
shares
|
$14.8 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
177,392
shares
|
$14 Million
0.05% of portfolio
|
Q4 2024
Added 48.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
160,526
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
133,799
shares
|
$10.5 Million
5.18% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
133,126
shares
|
$10.5 Million
4.93% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
123,712
shares
|
$9.75 Million
0.36% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
123,187
shares
|
$9.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
108,087
shares
|
$8.52 Million
0.0% of portfolio
|
Q4 2024
Added 634.29%
|