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
Geneos Wealth Management Inc. 0.03% Add +2.8% 4,762 $584K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +5.4% 4,726 $579K
Global Retirement Partners, LLC 0.02% Reduce -6.6% 4,713 $578K
Mutual Advisors, LLC 0.02% Reduce -14.6% 4,669 $571K
Ameriprise Financial Inc. 0.00% Reduce -13.8% 4,561 $559K
Marks Group Wealth Management, Inc 0.06% No change 4,435 $543K
PFG Advisors 0.04% Reduce -0.5% 4,365 $535K
Householder Group Estate & Retirement Specialist, LLC 0.15% Reduce -7.7% 4,356 $533K
WMG Financial Advisors, LLC 0.28% Reduce -3.8% 4,329 $530K
International Assets Investment Management, LLC 0.05% Add +53.1% 4,243 $520K
GeoWealth Management, LLC 0.02% Reduce -94.4% 4,192 $514K
Mariner, LLC 0.00% No change 4,142 $508K
Financial Advocates Investment Management 0.03% New 4,049 $496K
Sigma Planning Corp 0.02% Add +63.4% 4,006 $491K
RFG Advisory, LLC 0.02% Add +4.4% 3,955 $485K
Meridian Wealth Advisors, LLC 0.09% No change 3,950 $484K
Walkner Condon Financial Advisors LLC 0.10% Reduce -2.1% 3,837 $470K
Chicago Partners Investment Group LLC 0.02% Add +0.0% 3,862 $470K
Tyler-Stone Wealth Management 0.18% No change 3,611 $442K
Boyce & Associates Wealth Consulting, Inc. 0.51% No change 3,529 $432K
US Bancorp \de 0.00% Add +9.7% 3,500 $429K
Kowal Investment Group, LLC 0.08% Add +0.0% 3,470 $425K
Strategy Asset Managers LLC 0.09% Reduce -1.1% 4,119 $417K
ABLE Financial Group, LLC 0.15% Reduce -7.7% 3,396 $416K
Saxon Interests, Inc. 0.19% No change 3,253 $399K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -1.9% 3,190 $391K
Strid Group, LLC 0.06% Reduce -35.0% 3,043 $373K
DAVENPORT & Co LLC 0.00% New 2,981 $365K
Pinnacle Family Advisors, LLC 0.20% Reduce -12.0% 2,978 $365K
Chicago Wealth Management, Inc. 0.20% No change 2,884 $353K
Gladstone Institutional Advisory LLC 0.02% Reduce -7.0% 2,865 $351K
Good Life Advisors, LLC 0.03% Add +2.9% 2,851 $349K
Jaffetilchin Investment Partners, LLC 0.03% No change 2,845 $349K
First Trust Direct Indexing L.P. 0.02% No change 2,837 $348K
Wealthcare Advisory Partners LLC 0.01% Add +34.6% 2,766 $339K
Thrivent Financial for Lutherans 0.00% No change 2,718 $333K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.8% 2,683 $329K
Foundations Investment Advisors, LLC 0.01% Reduce -3.6% 2,678 $328K
Crumly & Associates Inc. 0.09% No change 2,676 $328K
Buckingham Strategic Wealth, LLC 0.00% No change 2,647 $324K
Cypress Wealth Services, LLC 0.07% No change 2,448 $300K
PCA Investment Advisory Services Inc. 0.15% Reduce -7.8% 2,368 $290K
Higgins & Schmidt Wealth Strategies LLC 0.21% No change 2,354 $288K
Xcel Wealth Management, LLC 0.09% No change 2,331 $286K
Empirical Asset Management, LLC 0.11% No change 2,290 $281K
Moloney Securities Asset Management, LLC 0.04% Add +17.3% 2,283 $280K
Wedbush Securities Inc. 0.01% No change 2,266 $278K
Concourse Financial Group Securities, Inc. 0.02% Reduce -15.3% 2,262 $277K
WealthBridge Capital Management, LLC 0.09% No change 2,209 $271K
Pursue Wealth Partners LLC 0.13% No change 2,000 $245K
German American Bancorp, Inc. 0.03% No change 2,000 $245K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -51.0% 1,999 $245K
Spire Wealth Management 0.01% No change 1,954 $239K
WealthTrust Asset Management, LLC 0.17% No change 1,921 $235K
Institute for Wealth Management, LLC. 0.03% Reduce -0.9% 1,896 $232K
Clarity Capital Partners LLC 0.14% No change 1,872 $229K
Founders Financial Alliance, LLC 0.07% No change 1,833 $225K
Private Trust Co. NA 0.02% No change 1,791 $219K
LexAurum Advisors, LLC 0.05% New 1,755 $215K
Diversify Advisory Services, LLC 0.01% Reduce -21.8% 1,699 $211K
PNC Financial Services Group, Inc. 0.00% Reduce -34.2% 1,641 $201K
Steward Partners Investment Advisory, LLC 0.00% No change 1,624 $199K
Spirit of America Management Corp. 0.03% Add +1.3% 1,294 $159K
REAP Financial Group, LLC 0.04% Reduce -10.6% 1,276 $156K
HHM Wealth Advisors, LLC 0.02% No change 1,209 $148K
Zions Bancorporation, N.A. 0.01% New 1,200 $147K
Principal Securities, Inc. 0.00% Reduce -0.7% 1,146 $140K
Benjamin Edwards Inc. 0.03% Add +0.5% 1,109 $136K
FMR LLC 0.00% Add +217.1% 999 $122K
AdvisorNet Financial, Inc 0.01% No change 766 $94K
Frazier Financial Advisors, LLC 0.07% New 699 $86K
Hilltop National Bank 0.03% New 688 $84K
Tucker Asset Management LLC 0.02% Add +128.5% 658 $81K
Pinnacle Bancorp, Inc. 0.02% No change 500 $61K
Asset Dedication, LLC 0.00% No change 483 $59K
Fifth Third Bancorp 0.00% No change 479 $59K
Tidemark, LLC 0.02% Reduce -39.2% 390 $48K
Jones Financial Companies LLLP 0.00% New 385 $47K
Sunbelt Securities, Inc. 0.00% Reduce -49.1% 369 $45K
GAMMA Investing LLC 0.01% Add +16.8% 348 $43K
EnRich Financial Partners LLC 0.02% No change 343 $42K
GPS Wealth Strategies Group, LLC 0.01% No change 343 $42K
Trifecta Capital Advisors, LLC 0.01% No change 282 $35K
LRI Investments, LLC 0.00% No change 259 $32K
ICA Group Wealth Management, LLC 0.02% Reduce -85.8% 240 $29K
Ancora Advisors LLC 0.00% New 116 $14K
McIlrath & Eck, LLC 0.00% No change 101 $12K
Continuum Advisory, LLC 0.00% No change 34 $4K
Key Financial Inc 0.00% No change 33 $4K
Avior Wealth Management, LLC 0.00% Reduce -28.0% 18 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $981

"% 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.