First Trust Large Cap GrowthFTCETF

13F holders, Q2 2024 (June 30)
191holders +1
11new positions
10sold out
1famous investor
$122.61avg. 13F price*

At the end of Q2 2024, 191 institutions reported holding First Trust Large Cap Growth (FTC) in their 13F filings, up 1 from Q1 2024. 11 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($104.3M), LPL Financial LLC ($92.8M) and Wells Fargo & Company ($50.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Large Cap Growth
CUSIP
33735K108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 190Q1 2024Q2 2024: 191Q2 2024Q3 2024: 194Q3 2024Q4 2024: 200Q4 2024Q1 2025: 193Q1 2025Q2 2025: 198Q2 2025Q3 2025: 197Q3 2025Q4 2025: 202Q4 2025Q1 2026: 207Q1 2026Q2 2026: 224Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions11$6.0M
Exits10$71.5M

All 13F filers, Q1 2024 → Q2 2024: 224,011 shares bought and 888,684 shares sold, net −664,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

Morgan Stanley 0.01% Add +1.9% 851,575 $104.3M
LPL Financial LLC 0.05% Reduce -9.6% 757,415 $92.8M
Wells Fargo & Company 0.01% Add +4.5% 410,532 $50.3M
UBS Group AG 0.01% Reduce -1.1% 261,174 $32.0M
First Trust Advisors LP 0.02% Reduce -11.2% 196,306 $24.1M
Commonwealth Equity Services, LLC 0.04% Add +1.2% 185,084 $22.7M
Kingsview Wealth Management, LLC 0.52% Add +0.0% 180,921 $22.2M
Envestnet Asset Management Inc. 0.01% Reduce -4.2% 172,875 $21.2M
Bank of America Corp. 0.00% Add +0.5% 163,180 $20.0M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -10.3% 133,912 $16.4M
Cetera Investment Advisers 0.04% Reduce -3.6% 125,457 $15.4M
Baird Financial Group, Inc. 0.03% Reduce -0.7% 120,109 $14.7M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -0.3% 111,165 $13.6M
Raymond James & Associates 0.01% Reduce -3.5% 103,059 $12.6M
Royal Bank of Canada 0.00% Reduce -6.1% 101,303 $12.4M
U.S. Capital Wealth Advisors, LLC 0.41% Add +11.3% 86,814 $10.6M
Avantax Advisory Services, Inc. 0.05% Reduce -11.6% 59,199 $7.3M
Benjamin F. Edwards & Company, Inc. 0.11% Add +161.0% 50,302 $6.2M
D.A. Davidson & Co. 0.05% Reduce -4.0% 49,909 $6.1M
Stifel Financial Corp. 0.01% Reduce -12.1% 46,314 $5.7M
CX Institutional 0.25% Reduce -9.4% 43,954 $5.4M
Assetmark, Inc. 0.02% Add +16.6% 39,761 $4.9M
Western Wealth Management, LLC 0.36% Reduce -11.7% 39,136 $4.8M
IFP Advisors, Inc 0.18% Reduce -1.6% 37,128 $4.5M
IHT Wealth Management, LLC 0.16% Reduce -5.8% 35,403 $4.3M
Coppell Advisory Solutions LLC 0.68% — 33,562 $4.1M
Osaic Holdings, Inc. 0.01% Reduce -14.7% 32,715 $4.0M
Snowden Capital Advisors LLC 0.12% Reduce -4.9% 31,884 $3.9M
Harbour Investments, Inc. 0.12% Reduce -3.5% 29,828 $3.7M
Beck Bode, LLC 0.72% Reduce -12.8% 29,228 $3.6M
Atria Wealth Solutions, Inc. 0.04% Add +4.6% 28,560 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.4% 28,043 $3.4M
FSB Premier Wealth Management, Inc. 1.52% Reduce -13.1% 27,394 $3.4M
Susquehanna International Group, LLP 0.01% Add +107.5% 27,139 $3.3M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 24,020 $2.9M
Vestmark Advisory Solutions, Inc. 0.12% Add +1.9% 23,080 $2.8M
LVZ, Inc. 0.38% Reduce -2.6% 22,537 $2.8M
CoreCap Advisors, LLC 0.29% Reduce -0.8% 22,513 $2.8M
Private Advisor Group, LLC 0.02% Reduce -10.5% 22,038 $2.7M
Equitable Holdings, Inc. 0.03% Reduce -2.8% 21,852 $2.7M
Clearwater Capital Advisors, LLC 0.28% Reduce -3.0% 21,586 $2.6M
AE Wealth Management LLC 0.03% Add +11.2% 21,410 $2.6M
HFG Advisors, Inc. 2.43% Add +1.6% 21,237 $2.6M
Virtu Financial LLC 0.17% Add +319.4% 19,500 $2.4M
Stratos Wealth Partners, LTD. 0.04% Add +0.1% 19,048 $2.3M
Old Mission Capital LLC 0.06% New 19,028 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.2% 18,748 $2.3M
Kestra Advisory Services, LLC 0.01% Add +13.5% 18,192 $2.2M
Prospera Financial Services Inc 0.06% Add +45.8% 17,456 $2.1M
Apollon Wealth Management, LLC 0.06% Add +1.5% 16,905 $2.1M
Gateway Wealth Partners, LLC 0.56% Add +24.8% 14,996 $1.8M
Etfidea, LLC 0.61% No change 14,720 $1.8M
Iams Wealth Management, LLC 0.93% Reduce -22.0% 13,892 $1.7M
Rockefeller Capital Management L.P. 0.00% Reduce -2.7% 13,827 $1.7M
Natixis Advisors, LLC 0.00% Reduce -1.0% 13,567 $1.7M
Citadel Advisors 0.00% Add +230.9% 13,561 $1.7M
Truist Financial Corp. 0.00% Reduce -2.5% 12,813 $1.6M
Farther Finance Advisors, LLC 0.08% Add +27140.4% 12,803 $1.6M
Krilogy Financial LLC 0.11% Add +0.0% 12,553 $1.5M
Transamerica Financial Advisors, LLC 0.16% No change 12,477 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -1.3% 12,133 $1.5M
StoneX Group Inc. 0.12% Reduce -15.7% 12,092 $1.5M
Atria Investments, Inc 0.02% Add +3.2% 11,995 $1.5M
Horizon Family Wealth, Inc. 1.11% Add +0.0% 11,938 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -13.7% 11,372 $1.4M
Lanark Financial, Inc. 0.12% Reduce -0.5% 11,064 $1.4M
NewEdge Wealth, LLC 0.03% Reduce -1.1% 10,902 $1.3M
Money Concepts Capital Corp. 0.11% Add +35.0% 10,825 $1.3M
Keystone Wealth Services, LLC 0.41% No change 10,780 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +25.2% 10,687 $1.3M
Orion Portfolio Solutions, LLC 0.01% Add +25.2% 10,687 $1.3M
Cwm, LLC 0.01% Reduce -4.0% 10,637 $1.3M
Three Seasons Wealth, LLC 0.69% No change 10,113 $1.2M
Flow Traders U.S. LLC 0.06% Add +332.1% 10,107 $1.2M
Jane Street Group, LLC 0.00% Add +23.1% 9,911 $1.2M
Park Avenue Securities LLC 0.01% Add +4.8% 9,661 $1.2M
Fifth Third Securities, Inc. 0.11% New 9,433 $1.2M
OneAscent Financial Services LLC 0.16% Add +5.0% 9,358 $1.1M
Allworth Financial LP 0.01% Add +0.0% 9,274 $1.1M
Oppenheimer & Co. Inc. 0.02% Reduce -2.4% 8,923 $1.1M
Private Portfolio Partners LLC 0.89% Add +0.7% 8,882 $1.1M
HighTower Advisors, LLC 0.00% Add +11.2% 8,749 $1.1M
IFG Advisory, LLC 0.07% New 8,664 $1.1M
Sanctuary Advisors, LLC 0.01% — 8,801 $1.0M
MML Investors Services, LLC 0.00% Reduce -29.7% 8,287 $1.0M
Cresset Asset Management, LLC 0.00% Reduce -5.7% 8,232 $1.0M
Great Valley Advisor Group, Inc. 0.03% Reduce -3.0% 7,939 $973K
Silver Oak Securities, Incorporated 0.14% Reduce -10.9% 7,848 $962K
Independent Financial Group, LLC 0.04% Add +3.7% 7,778 $953K
Stonebridge Financial Planning Group, LLC 0.45% Reduce -6.1% 7,315 $896K
SignalPoint Asset Management, LLC 0.24% Reduce -43.8% 7,192 $881K
Kestra Private Wealth Services, LLC 0.02% Reduce -6.3% 7,176 $879K
Ashton Thomas Private Wealth, LLC 0.05% Reduce -0.6% 6,811 $835K
Comerica Bank 0.00% Reduce -0.7% 6,789 $832K
Cyndeo Wealth Partners, LLC 0.06% Reduce -1.6% 6,283 $770K
JPMorgan Chase & Co. 0.00% Reduce -7.0% 5,450 $668K
1776 Wealth LLC 0.29% Reduce -2.9% 5,207 $638K
Virtue Capital Management, LLC 0.10% Reduce -8.6% 4,878 $606K
Citigroup Inc. 0.00% Add +20.6% 4,903 $601K
Well Done, LLC 0.12% No change 4,875 $597K

"% of holder's portfolio" is FTC's weight in each manager's 13F, not the share of First Trust Large Cap Growth the manager owns.

Show all 191 holders