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 |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
5,131
shares
|
$414,430
0.12% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
5,117
shares
|
$413,300
0.19% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
5,021
shares
|
$405,546
0.19% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
4,621
shares
|
$373,238
0.05% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,373
shares
|
$353,207
0.01% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
4,242
shares
|
$342,626
0.13% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
4,235
shares
|
$342,060
0.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,210
shares
|
$340,041
0.01% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,199
shares
|
$339,153
0.01% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,186
shares
|
$338,103
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,143
shares
|
$334,630
0.0% of portfolio
|
Q4 2023
Reduced 31.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,030
shares
|
$325,503
0.02% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,923
shares
|
$316,860
0.18% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,778
shares
|
$305,149
0.12% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,688
shares
|
$297,879
0.07% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,617
shares
|
$292,145
0.21% of portfolio
|
Q2 2025
Reduced 39.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,562
shares
|
$287,702
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,523
shares
|
$284,552
0.02% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,424
shares
|
$276,556
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,387
shares
|
$273,567
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$265,733
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,284
shares
|
$265,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,263
shares
|
$263,552
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
3,202
shares
|
$258,625
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,099
shares
|
$250,306
0.01% of portfolio
|
Q1 2025
Reduced 3.13%
|