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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4,473
shares
|
$648,629
0.09% of portfolio
|
Q3 2024
Reduced 86.67%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
4,435
shares
|
$643,119
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,363
shares
|
$632,678
0.02% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,338
shares
|
$629,053
0.16% of portfolio
|
Q4 2024
Reduced 70.49%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,245
shares
|
$615,567
0.27% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
4,119
shares
|
$597,296
0.1% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,978
shares
|
$576,849
0.05% of portfolio
|
Q4 2024
Reduced 99.24%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
3,861
shares
|
$559,883
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,829
shares
|
$555,243
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,804
shares
|
$551,618
0.03% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,793
shares
|
$550,022
0.0% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,730
shares
|
$540,887
0.0% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,717
shares
|
$539,002
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,694
shares
|
$535,666
0.03% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
3,531
shares
|
$512,030
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,474
shares
|
$503,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,472
shares
|
$503,474
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,253
shares
|
$471,717
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
3,215
shares
|
$466,207
0.03% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,200
shares
|
$464,032
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,161
shares
|
$458,376
0.02% of portfolio
|
Q3 2024
Reduced 68.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,160
shares
|
$458,231
0.13% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
3,042
shares
|
$441,120
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
3,015
shares
|
$437,205
0.23% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
2,963
shares
|
$429,664
0.08% of portfolio
|
Q4 2024
Reduced 23.93%
|