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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,929
shares
|
$279,724
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
1,921
shares
|
$278,564
0.19% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,896
shares
|
$274,938
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
1,872
shares
|
$271,458
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,834
shares
|
$265,948
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,804
shares
|
$261,598
0.01% of portfolio
|
Q4 2024
Reduced 51.79%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,791
shares
|
$259,712
0.02% of portfolio
|
Q4 2023
Reduced 29.04%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
1,784
shares
|
$258,697
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,750
shares
|
$253,767
0.05% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,575
shares
|
$228,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,544
shares
|
$223,895
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
1,339
shares
|
$194,168
0.04% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,320
shares
|
$191,413
0.0% of portfolio
|
Q3 2024
Added 242.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,209
shares
|
$175,317
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,200
shares
|
$174,012
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,148
shares
|
$166,471
0.0% of portfolio
|
Q2 2020
Reduced 6.63%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
699
shares
|
$101,361
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
688
shares
|
$99,766
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
658
shares
|
$95,416
0.02% of portfolio
|
Q2 2024
Added 128.47%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
561
shares
|
$81,350
0.0% of portfolio
|
Q2 2024
Reduced 41.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
527
shares
|
$76,420
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$72,505
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
483
shares
|
$70,039
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
479
shares
|
$69,459
0.0% of portfolio
|
Q1 2024
Reduced 20.43%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
390
shares
|
$56,553
0.02% of portfolio
|
Q2 2024
Reduced 39.16%
|