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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
343
shares
|
$27,704
0.0% of portfolio
|
Q3 2024
Reduced 66.11%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
311
shares
|
$25,119
0.0% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
301
shares
|
$24,311
0.0% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
300
shares
|
$24,231
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
227
shares
|
$18,334
0.0% of portfolio
|
Q2 2024
Reduced 63.8%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
211
shares
|
$17,042
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
207
shares
|
$16,719
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
204
shares
|
$16,477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
199
shares
|
$16,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
165
shares
|
$13,327
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
154
shares
|
$12,438
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
153
shares
|
$12,357
0.0% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
133
shares
|
$10,742
0.0% of portfolio
|
Q1 2025
Added 66.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107
shares
|
$8,642
0.0% of portfolio
|
Q1 2020
Reduced 31.78%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
96
shares
|
$7,753
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
79
shares
|
$6,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
46
shares
|
$3,715
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26
shares
|
$2,100
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|