First Trust Large Cap GrowthFTCETF

13F holders, Q4 2024 (December 31)
200holders +6
16new positions
17sold out
1famous investor
$138.27avg. 13F price*

At the end of Q4 2024, 200 institutions reported holding First Trust Large Cap Growth (FTC) in their 13F filings, up 6 from Q3 2024. 16 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($114.0M), LPL Financial LLC ($98.7M) and Janney Montgomery Scott LLC ($60.4M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions16$9.2M
Exits17$8.9M

All 13F filers, Q3 2024 → Q4 2024: 219,078 shares bought and 395,396 shares sold, net −176,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

Morgan Stanley 0.01% Reduce -1.0% 824,805 $114.0M
LPL Financial LLC 0.04% Reduce -0.1% 713,996 $98.7M
Janney Montgomery Scott LLC 0.17% Add +1.6% 437,116 $60.4M
Wells Fargo & Company 0.01% Reduce -5.4% 419,405 $58.0M
UBS Group AG 0.01% Reduce -1.4% 265,889 $36.8M
Raymond James Financial Inc. 0.01% — 201,069 $27.8M
Commonwealth Equity Services, LLC 0.04% Add +5.2% 193,390 $26.7M
First Trust Advisors LP 0.02% Reduce -4.3% 185,618 $25.7M
Bank of America Corp. 0.00% Reduce -6.0% 151,606 $21.0M
Baird Financial Group, Inc. 0.04% Add +26.8% 149,647 $20.7M
Kingsview Wealth Management, LLC 0.37% Reduce -11.8% 138,056 $19.1M
Cambridge Investment Research Advisors, Inc. 0.05% Add +21.3% 117,879 $16.3M
U.S. Capital Wealth Advisors, LLC 0.38% Reduce -0.5% 87,347 $12.1M
Cetera Investment Advisers 0.02% Reduce -7.1% 75,922 $10.5M
Win Advisors, Inc. 5.08% Reduce -16.4% 75,914 $10.5M
CX Institutional 0.32% Add +15.2% 58,079 $8.0M
Royal Bank of Canada 0.00% Reduce -37.7% 54,679 $7.6M
Jane Street Group, LLC 0.01% Add +224.5% 50,342 $7.0M
Avantax Advisory Services, Inc. 0.04% Reduce -19.4% 47,251 $6.5M
D.A. Davidson & Co. 0.05% Reduce -3.2% 46,455 $6.4M
Benjamin Edwards Inc. 0.09% Reduce -7.9% 42,943 $5.9M
Citadel Advisors 0.01% Reduce -11.4% 38,769 $5.4M
Western Wealth Management, LLC 0.27% Reduce -6.1% 36,501 $5.0M
IHT Wealth Management, LLC 0.14% Reduce -8.6% 32,478 $4.5M
Stifel Financial Corp. 0.00% Reduce -11.4% 32,118 $4.4M
Goldman Sachs Group Inc. 0.00% Add +303.0% 30,285 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.6% 30,274 $4.2M
IFP Advisors, Inc 0.11% Reduce -33.2% 24,768 $3.4M
Harbour Investments, Inc. 0.10% Add +2.5% 24,229 $3.3M
Vestmark Advisory Solutions, Inc. 0.11% Add +1.4% 23,103 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -5.8% 22,578 $3.1M
LVZ, Inc. 0.39% Reduce -2.3% 22,250 $3.1M
FSB Premier Wealth Management, Inc. 1.20% Reduce -6.2% 21,579 $3.0M
Independent Advisor Alliance 0.04% New 21,309 $2.9M
Private Advisor Group, LLC 0.02% Reduce -3.5% 21,154 $2.9M
HFG Advisors, Inc. 2.54% Reduce -1.3% 21,028 $2.9M
Osaic Holdings, Inc. 0.01% Reduce -10.3% 20,988 $2.9M
Equitable Holdings, Inc. 0.03% Reduce -1.9% 19,935 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -59.4% 19,652 $2.7M
Rockefeller Capital Management L.P. 0.01% Add +29.7% 18,662 $2.6M
Beck Bode, LLC 0.44% Reduce -24.6% 17,508 $2.4M
GTS Securities LLC 0.12% Reduce -0.1% 17,304 $2.4M
Stratos Wealth Partners, LTD. 0.03% Reduce -11.9% 16,320 $2.3M
Snowden Capital Advisors LLC 0.07% Reduce -47.7% 16,222 $2.2M
Apollon Wealth Management, LLC 0.05% Reduce -11.5% 15,166 $2.1M
RPS Advisory Solutions LLC 1.20% New 13,948 $1.9M
Natixis Advisors, LLC 0.00% Reduce -0.8% 13,356 $1.8M
Kestra Advisory Services, LLC 0.01% Add +7.1% 12,088 $1.7M
Truist Financial Corp. 0.00% Reduce -0.8% 11,902 $1.6M
Horizon Family Wealth, Inc. 1.03% Reduce -5.8% 11,249 $1.6M
Keystone Wealth Services, LLC 0.39% No change 10,780 $1.5M
Cwm, LLC 0.01% Reduce -1.1% 10,549 $1.5M
Proactive Wealth Strategies LLC 0.75% Reduce -1.2% 10,381 $1.4M
Integrated Wealth Concepts LLC 0.02% Reduce -5.0% 10,348 $1.4M
Transamerica Financial Advisors, LLC 0.14% Reduce -9.3% 10,107 $1.4M
Householder Group Estate & Retirement Specialist, LLC 1.04% Add +2.4% 10,049 $1.4M
Allworth Financial LP 0.01% Add +0.1% 9,292 $1.4M
Money Concepts Capital Corp. 0.10% Reduce -8.3% 9,735 $1.3M
MML Investors Services, LLC 0.00% Add +24.5% 9,320 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +0.1% 8,739 $1.2M
HighTower Advisors, LLC 0.00% Add +0.7% 8,736 $1.2M
Farther Finance Advisors, LLC 0.04% Reduce -9.4% 8,690 $1.2M
Private Portfolio Partners LLC 0.22% Reduce -1.2% 8,680 $1.2M
Fifth Third Securities, Inc. 0.10% Reduce -9.3% 8,499 $1.2M
Great Valley Advisor Group, Inc. 0.02% Reduce -3.2% 7,946 $1.1M
Three Seasons Wealth, LLC 0.53% Reduce -0.1% 7,905 $1.1M
Silver Oak Securities, Incorporated 0.10% Reduce -2.8% 7,572 $1.1M
Independent Financial Group, LLC 0.03% Reduce -4.6% 7,603 $1.1M
StoneX Group Inc. 0.06% Reduce -18.4% 7,347 $1.0M
Stonebridge Financial Planning Group, LLC 0.44% No change 7,060 $976K
Cresset Asset Management, LLC 0.00% Add +0.1% 6,864 $949K
Comerica Bank 0.00% Reduce -2.6% 6,775 $937K
Tyler-Stone Wealth Management 0.16% Reduce -9.7% 6,701 $926K
LaSalle St. Investment Advisors, LLC 0.28% New 6,490 $897K
Kestra Private Wealth Services, LLC 0.02% Reduce -5.0% 6,466 $894K
Gladstone Institutional Advisory LLC 0.04% Add +265.0% 6,446 $891K
Cyndeo Wealth Partners, LLC 0.06% No change 6,393 $884K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -1.5% 5,986 $828K
Citigroup Inc. 0.00% Reduce -8.8% 5,888 $814K
Clearwater Capital Advisors, LLC 0.08% Reduce -72.8% 5,868 $811K
JPMorgan Chase & Co. 0.00% Add +3.0% 5,627 $778K
Atria Wealth Solutions, Inc. 0.01% Reduce -63.2% 5,504 $761K
Sanctuary Advisors, LLC 0.00% Reduce -2.5% 5,099 $750K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.1% 5,311 $734K
Arkadios Wealth Advisors 0.04% Add +17.3% 5,208 $720K
Global Assets Advisory, LLC 0.39% No change 5,029 $698K
Harvest Investment Services, LLC 0.16% New 4,862 $672K
Geneos Wealth Management Inc. 0.02% Reduce -1.8% 4,824 $667K
1776 Wealth LLC 0.30% No change 4,801 $664K
Mutual Advisors, LLC 0.02% Reduce -2.5% 4,598 $657K
Well Done, LLC 0.12% No change 4,875 $641K
IFG Advisory, LLC 0.04% New 4,552 $629K
Marks Group Wealth Management, Inc 0.06% No change 4,435 $613K
Coppell Advisory Solutions LLC 0.08% Reduce -2.7% 4,354 $605K
Wealthcare Advisory Partners LLC 0.02% Add +4.8% 4,363 $603K
Gateway Wealth Partners, LLC 0.16% Reduce -70.5% 4,338 $600K
Sigma Planning Corp 0.02% Reduce -14.8% 4,244 $587K
Ameriprise Financial Inc. 0.00% Reduce -6.6% 4,229 $585K
WMG Financial Advisors, LLC 0.25% Reduce -1.1% 4,198 $580K
Strategy Asset Managers LLC 0.11% No change 4,119 $569K

"% 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 200 holders