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 |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
3,253
shares
|
$432,356
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,109
shares
|
$413,217
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
3,042
shares
|
$404,312
0.06% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,962
shares
|
$393,679
0.08% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,884
shares
|
$383,312
0.22% of portfolio
|
Q4 2022
Reduced 3.67%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,854
shares
|
$379,325
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
2,845
shares
|
$378,128
0.03% of portfolio
|
Q2 2020
Added 142150.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,770
shares
|
$368,160
0.04% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,738
shares
|
$363,907
0.02% of portfolio
|
Q4 2024
Reduced 85.2%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,684
shares
|
$356,730
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,669
shares
|
$354,736
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,647
shares
|
$351,812
0.0% of portfolio
|
Q1 2024
Added 13.51%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
2,623
shares
|
$348,622
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,526
shares
|
$335,730
0.0% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,525
shares
|
$335,597
0.0% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,489
shares
|
$330,812
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,448
shares
|
$325,363
0.07% of portfolio
|
Q4 2023
Reduced 7.62%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,370
shares
|
$314,996
0.15% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,364
shares
|
$314,199
0.14% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
2,331
shares
|
$309,813
0.1% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,266
shares
|
$301,174
0.01% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,252
shares
|
$299,313
0.01% of portfolio
|
Q4 2024
Reduced 53.55%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,228
shares
|
$296,123
0.01% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
2,209
shares
|
$293,598
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,173
shares
|
$288,813
0.02% of portfolio
|
Q4 2023
Added 0.05%
|