Institutional Ownership First Tr Lge Cap Growth (FTC)
This table provides information about the institutional ownership of First Tr Lge Cap Growth (FTC). We have compiled data on the 198 institutions that hold shares in the stock, with a total of 5.71 Million shares, which have been reported (via 13F filing form) to have a value of $828 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
833,115
shares
|
$121 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
715,042
shares
|
$104 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
443,176
shares
|
$64.3 Million
0.01% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
437,116
shares
|
$63.4 Million
0.17% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
269,739
shares
|
$39.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
193,953
shares
|
$28.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
183,828
shares
|
$26.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
161,226
shares
|
$23.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
138,056
shares
|
$20 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,076
shares
|
$18.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
117,985
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
113,004
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
97,221
shares
|
$14.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
87,748
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
87,347
shares
|
$12.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
81,737
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
75,914
shares
|
$11 Million
5.2% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
58,604
shares
|
$8.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
58,079
shares
|
$8.42 Million
0.32% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
50,302
shares
|
$7.29 Million
0.11% of portfolio
|
Q2 2024
Added 160.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
48,433
shares
|
$7.02 Million
0.0% of portfolio
|
Q3 2024
Added 78.46%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
47,985
shares
|
$6.96 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
46,618
shares
|
$6.76 Million
0.09% of portfolio
|
Q3 2024
Added 4103.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
43,778
shares
|
$6.35 Million
0.0% of portfolio
|
Q3 2024
Added 222.82%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
38,860
shares
|
$5.64 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.71%
|