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 209 institutions that hold shares in the stock, with a total of 5.95 Million shares, which have been reported (via 13F filing form) to have a value of $783 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
4,801
shares
|
$638,100
0.29% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,557
shares
|
$605,670
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,552
shares
|
$605,006
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
4,435
shares
|
$589,455
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4,354
shares
|
$578,690
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,338
shares
|
$576,563
0.16% of portfolio
|
Q4 2024
Reduced 70.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,244
shares
|
$564,070
0.02% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,229
shares
|
$562,076
0.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,198
shares
|
$557,956
0.27% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
4,119
shares
|
$547,456
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,083
shares
|
$542,671
0.01% of portfolio
|
Q1 2025
Added 71.7%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
3,921
shares
|
$521,140
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,829
shares
|
$508,912
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,739
shares
|
$496,950
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,730
shares
|
$495,754
0.0% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,669
shares
|
$487,646
0.04% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,634
shares
|
$482,994
0.03% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,623
shares
|
$481,532
0.13% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
3,531
shares
|
$469,305
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
3,480
shares
|
$462,526
0.12% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,472
shares
|
$461,463
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,406
shares
|
$452,691
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,357
shares
|
$446,178
0.03% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,304
shares
|
$439,134
0.07% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,275
shares
|
$435,280
0.0% of portfolio
|
Q4 2024
Reduced 74.33%
|