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 213 institutions that hold shares in the stock, with a total of 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $858 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,293
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,161
shares
|
$1.07 Million
0.45% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,865
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,662
shares
|
$995,769
0.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
6,605
shares
|
$987,249
0.41% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
6,475
shares
|
$967,818
0.16% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
6,466
shares
|
$966,473
0.2% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,393
shares
|
$955,561
0.06% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,364
shares
|
$951,227
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,124
shares
|
$915,354
0.0% of portfolio
|
Q1 2025
Added 14141.86%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,849
shares
|
$874,250
0.08% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,838
shares
|
$872,605
0.03% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,629
shares
|
$841,366
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,530
shares
|
$826,569
0.06% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,493
shares
|
$821,038
0.03% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,337
shares
|
$797,721
0.75% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,177
shares
|
$773,806
0.02% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,174
shares
|
$773,357
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,099
shares
|
$762,147
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,047
shares
|
$754,375
0.0% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,989
shares
|
$745,705
0.02% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,946
shares
|
$739,278
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,925
shares
|
$736,139
0.02% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
4,875
shares
|
$728,666
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
4,801
shares
|
$717,605
0.3% of portfolio
|
Q3 2024
Reduced 7.8%
|