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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,171
shares
|
$288,547
0.08% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,130
shares
|
$283,098
0.02% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
2,063
shares
|
$274,193
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
2,029
shares
|
$269,674
0.0% of portfolio
|
Q4 2024
Reduced 81.29%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$265,820
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,000
shares
|
$265,820
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,975
shares
|
$262,497
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
1,922
shares
|
$255,453
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
1,896
shares
|
$251,997
0.03% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,874
shares
|
$249,073
0.0% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
1,872
shares
|
$248,807
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
1,860
shares
|
$247,212
0.14% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,829
shares
|
$243,092
0.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,800
shares
|
$239,238
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,782
shares
|
$236,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,672
shares
|
$222,225
0.02% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,654
shares
|
$219,833
0.01% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,600
shares
|
$212,656
0.19% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,585
shares
|
$210,662
0.01% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,575
shares
|
$209,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,489
shares
|
$197,902
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
1,471
shares
|
$195,510
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
1,338
shares
|
$177,833
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,209
shares
|
$160,688
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$159,492
0.01% of portfolio
|
Q2 2024
New holding
|