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 |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,884
shares
|
$418,208
0.21% of portfolio
|
Q4 2022
Reduced 3.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,845
shares
|
$412,553
0.03% of portfolio
|
Q2 2020
Added 142150.0%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,696
shares
|
$390,946
0.0% of portfolio
|
Q3 2024
Reduced 87.41%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
2,676
shares
|
$388,046
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,669
shares
|
$387,031
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,666
shares
|
$386,596
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,647
shares
|
$383,841
0.0% of portfolio
|
Q1 2024
Added 13.51%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
2,448
shares
|
$354,984
0.07% of portfolio
|
Q4 2023
Reduced 7.62%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,444
shares
|
$354,404
0.05% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,370
shares
|
$343,673
0.15% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,364
shares
|
$342,803
0.14% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,331
shares
|
$338,018
0.09% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,266
shares
|
$328,592
0.01% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,228
shares
|
$323,082
0.01% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,209
shares
|
$320,327
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,191
shares
|
$317,716
0.0% of portfolio
|
Q3 2024
Reduced 94.49%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,173
shares
|
$315,106
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,130
shares
|
$308,871
0.02% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,123
shares
|
$307,856
0.0% of portfolio
|
Q3 2024
Added 30.73%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,063
shares
|
$299,155
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$290,020
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
2,000
shares
|
$290,020
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,975
shares
|
$286,394
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,954
shares
|
$283,349
0.01% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,952
shares
|
$283,059
0.09% of portfolio
|
Q4 2024
New holding
|