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 211 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $906 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,957
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,720
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 402.73%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
14,590
shares
|
$1.18 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
14,521
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,368
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,803
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,791
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
13,780
shares
|
$1.11 Million
1.21% of portfolio
|
Q3 2024
Reduced 33.98%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
13,740
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,232
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,906
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,616
shares
|
$1.02 Million
1.28% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,428
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,180
shares
|
$984,752
0.03% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,168
shares
|
$983,782
0.14% of portfolio
|
Q2 2024
Added 19.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
12,034
shares
|
$972,948
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,495
shares
|
$929,370
0.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,397
shares
|
$921,447
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,203
shares
|
$905,762
0.26% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,043
shares
|
$892,826
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
10,586
shares
|
$855,878
0.34% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
9,893
shares
|
$799,849
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
9,822
shares
|
$794,108
0.28% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,775
shares
|
$790,308
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
9,503
shares
|
$768,317
0.0% of portfolio
|
Q3 2024
Added 0.28%
|