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 221 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,306
shares
|
$360,289
0.0% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,248
shares
|
$351,227
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
2,209
shares
|
$345,134
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,173
shares
|
$339,509
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,167
shares
|
$338,572
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
2,166
shares
|
$338,415
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,130
shares
|
$332,791
0.02% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,059
shares
|
$321,698
0.02% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,029
shares
|
$317,010
0.0% of portfolio
|
Q4 2024
Reduced 81.29%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
2,016
shares
|
$314,979
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
2,000
shares
|
$312,480
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,975
shares
|
$308,574
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
1,971
shares
|
$307,949
0.13% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
1,896
shares
|
$296,231
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
1,872
shares
|
$292,481
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,865
shares
|
$291,387
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
1,860
shares
|
$290,606
0.15% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,822
shares
|
$284,669
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,810
shares
|
$282,794
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
1,800
shares
|
$281,232
0.13% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,690
shares
|
$264,045
0.04% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,618
shares
|
$252,796
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,575
shares
|
$246,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
1,488
shares
|
$232,485
0.14% of portfolio
|
Q3 2025
Reduced 25.6%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,423
shares
|
$222,329
0.07% of portfolio
|
Q3 2025
New holding
|
|