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 223 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $868 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,072,545
shares
|
$169 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
974,046
shares
|
$79.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
872,484
shares
|
$71.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
415,281
shares
|
$33.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
342,742
shares
|
$28 Million
0.0% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
292,810
shares
|
$23.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
285,318
shares
|
$23.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
267,944
shares
|
$21.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
240,535
shares
|
$19.7 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
229,386
shares
|
$18.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
207,122
shares
|
$16.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
202,848
shares
|
$16.6 Million
0.26% of portfolio
|
Q2 2025
Added 78.88%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
201,948
shares
|
$16.5 Million
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
199,588
shares
|
$16.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,714
shares
|
$15.5 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
|
$15.3 Million
1.22% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
172,923
shares
|
$14.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
153,141
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
148,022
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
137,099
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
132,191
shares
|
$10.8 Million
4.69% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
131,282
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Added 22.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
100,072
shares
|
$8.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
93,783
shares
|
$7.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
91,273
shares
|
$7.46 Million
2.35% of portfolio
|
Q2 2025
Reduced 66.99%
|