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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,640
shares
|
$294,294
0.04% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,601
shares
|
$291,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,600
shares
|
$291,060
0.14% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,475
shares
|
$280,953
0.19% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,423
shares
|
$276,749
0.11% of portfolio
|
Q3 2024
Reduced 43.04%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,290
shares
|
$265,996
0.01% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,284
shares
|
$265,511
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
3,263
shares
|
$263,813
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
3,259
shares
|
$263,490
0.09% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,138
shares
|
$253,707
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,026
shares
|
$244,652
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,024
shares
|
$244,490
0.02% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,013
shares
|
$243,601
0.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,994
shares
|
$242,064
0.03% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
2,986
shares
|
$241,418
0.02% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,855
shares
|
$230,826
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
2,853
shares
|
$230,665
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,848
shares
|
$230,260
0.13% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,836
shares
|
$229,290
0.05% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,827
shares
|
$228,562
0.12% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,804
shares
|
$226,703
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,796
shares
|
$226,056
0.0% of portfolio
|
Q2 2024
Added 2.76%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,750
shares
|
$222,337
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,716
shares
|
$219,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,645
shares
|
$213,848
0.12% of portfolio
|
Q3 2024
New holding
|