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 228 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $901 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,400
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,228
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
16,974
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,873
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,379
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
14,985
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
14,505
shares
|
$1.1 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
13,177
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
12,929
shares
|
$982,345
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,616
shares
|
$958,563
1.28% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,168
shares
|
$924,524
0.14% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
12,051
shares
|
$915,634
0.02% of portfolio
|
Q4 2024
Added 67.91%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
12,034
shares
|
$914,343
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
11,852
shares
|
$900,514
0.02% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,591
shares
|
$880,684
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,838
shares
|
$823,471
0.01% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,632
shares
|
$807,819
0.0% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
10,474
shares
|
$795,814
0.23% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,453
shares
|
$794,218
0.01% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,206
shares
|
$775,451
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,975
shares
|
$757,900
0.0% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,942
shares
|
$755,393
0.0% of portfolio
|
Q4 2024
Reduced 60.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,668
shares
|
$734,574
0.02% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,531
shares
|
$724,165
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
9,404
shares
|
$714,515
0.39% of portfolio
|
Q4 2024
Added 1.83%
|