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 220 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $869 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,793
shares
|
$629,440
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
7,650
shares
|
$617,890
0.48% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
7,550
shares
|
$609,813
0.01% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
7,394
shares
|
$597,213
0.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
7,220
shares
|
$583,159
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
7,145
shares
|
$577,101
0.41% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
7,007
shares
|
$565,955
0.1% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,964
shares
|
$562,482
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
6,927
shares
|
$559,493
0.33% of portfolio
|
Q1 2025
Reduced 26.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,893
shares
|
$556,747
0.1% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
6,716
shares
|
$542,451
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,643
shares
|
$536,555
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,586
shares
|
$531,951
0.05% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,194
shares
|
$500,289
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,786
shares
|
$467,335
0.02% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,783
shares
|
$467,092
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,673
shares
|
$458,208
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,650
shares
|
$456,350
0.03% of portfolio
|
Q3 2023
Added 33.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
5,631
shares
|
$454,815
0.16% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
5,613
shares
|
$453,362
0.21% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
5,570
shares
|
$449,888
0.17% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
5,544
shares
|
$447,788
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
5,525
shares
|
$446,254
0.23% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,328
shares
|
$430,342
0.0% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,294
shares
|
$427,596
0.02% of portfolio
|
Q1 2025
Reduced 1.27%
|