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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,544
shares
|
$205,682
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,516
shares
|
$203,418
0.09% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,009
shares
|
$162,427
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,955
shares
|
$158,061
0.03% of portfolio
|
Q2 2024
Added 115.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,903
shares
|
$153,857
0.0% of portfolio
|
Q2 2023
Reduced 34.45%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,594
shares
|
$128,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,213
shares
|
$98,071
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,193
shares
|
$96,454
0.01% of portfolio
|
Q2 2024
Added 38.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,172
shares
|
$94,756
0.0% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,117
shares
|
$90,309
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$84,084
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,037
shares
|
$83,841
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
963
shares
|
$77,858
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
763
shares
|
$61,688
0.01% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
690
shares
|
$55,786
0.02% of portfolio
|
Q1 2024
Reduced 84.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
600
shares
|
$48,510
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
542
shares
|
$43,820
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
459
shares
|
$37,110
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
430
shares
|
$34,765
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
425
shares
|
$34,361
0.02% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
360
shares
|
$29,105
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
359
shares
|
$29,025
0.0% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
343
shares
|
$27,731
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$24,255
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
270
shares
|
$21,829
0.0% of portfolio
|
Q3 2024
New holding
|