First Trust Large Cap GrowthFTCETF

13F holders, Q1 2025 (March 31)
193holders −7
16new positions
18sold out
$131.40avg. 13F price*

At the end of Q1 2025, 193 institutions reported holding First Trust Large Cap Growth (FTC) in their 13F filings, down 7 from Q4 2024. 16 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($96.0M), LPL Financial LLC ($90.0M) and Janney Montgomery Scott LLC ($58.8M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions16$22.4M
Exits18$25.7M

All 13F filers, Q4 2024 → Q1 2025: 428,916 shares bought and 533,163 shares sold, net −104,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 193 holders

Morgan Stanley 0.01% Reduce -11.4% 730,677 $96.0M
LPL Financial LLC 0.04% Reduce -4.0% 685,271 $90.0M
Janney Montgomery Scott LLC 0.17% Add +2.5% 447,862 $58.8M
Wells Fargo & Company 0.01% Add +3.5% 434,022 $57.0M
UBS Group AG 0.01% Reduce -0.6% 264,212 $34.7M
Cambridge Investment Research Advisors, Inc. 0.10% Add +95.1% 229,951 $30.2M
Raymond James Financial Inc. 0.01% Reduce -3.3% 194,542 $25.6M
Commonwealth Equity Services, LLC 0.04% Reduce -1.3% 190,933 $25.1M
First Trust Advisors LP 0.02% Reduce -1.4% 183,084 $24.1M
Baird Financial Group, Inc. 0.04% Add +6.0% 158,701 $20.9M
Bank of America Corp. 0.00% Reduce -1.1% 149,950 $19.7M
Kingsview Wealth Management, LLC 0.30% Reduce -13.2% 119,821 $15.7M
CX Institutional 0.47% Add +61.8% 93,971 $12.3M
Cetera Investment Advisers 0.02% Reduce -4.3% 72,689 $9.6M
Elevation Capital Advisory, LLC 3.27% New 57,087 $7.5M
Royal Bank of Canada 0.00% Reduce -0.4% 54,436 $7.2M
Benjamin Edwards Inc. 0.08% Add +7.3% 46,097 $6.1M
D.A. Davidson & Co. 0.04% Reduce -10.0% 41,809 $5.5M
U.S. Capital Wealth Advisors, LLC 0.17% Reduce -52.9% 41,170 $5.4M
Avantax Advisory Services, Inc. 0.03% Reduce -26.7% 34,634 $4.6M
Gladstone Institutional Advisory LLC 0.21% Add +434.2% 34,436 $4.5M
IHT Wealth Management, LLC 0.13% Reduce -1.0% 32,164 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.7% 31,681 $4.2M
Stifel Financial Corp. 0.00% Reduce -3.7% 30,929 $4.1M
Osaic Holdings, Inc. 0.01% Add +30.3% 27,355 $3.6M
Envestnet Asset Management Inc. 0.00% Add +15.3% 26,042 $3.4M
Western Wealth Management, LLC 0.21% Reduce -35.2% 23,639 $3.1M
Virtu Financial LLC 0.17% New 23,298 $3.1M
Greenup Street Wealth Management LLC 0.59% New 22,768 $3.0M
Harbour Investments, Inc. 0.09% Reduce -6.1% 22,745 $3.0M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -8.3% 21,193 $2.8M
IFP Advisors, Inc 0.08% Reduce -15.8% 20,860 $2.7M
LVZ, Inc. 0.35% Reduce -9.3% 20,178 $2.7M
Equitable Holdings, Inc. 0.02% Reduce -2.3% 19,479 $2.6M
HFG Advisors, Inc. 2.11% Reduce -10.7% 18,772 $2.5M
Private Advisor Group, LLC 0.01% Reduce -13.5% 18,296 $2.4M
Rockefeller Capital Management L.P. 0.01% Reduce -2.1% 18,265 $2.4M
FSB Premier Wealth Management, Inc. 0.91% Reduce -17.9% 17,711 $2.3M
Goldman Sachs Group Inc. 0.00% Reduce -42.1% 17,531 $2.3M
Beck Bode, LLC 0.37% Reduce -12.8% 15,276 $2.0M
Snowden Capital Advisors LLC 0.06% Reduce -8.4% 14,854 $2.0M
Stratos Wealth Partners, LTD. 0.03% Reduce -9.4% 14,783 $1.9M
Wedmont Private Capital 0.10% New 15,400 $1.9M
Global Assets Advisory, LLC 0.36% Add +200.0% 15,087 $1.9M
Apollon Wealth Management, LLC 0.04% Reduce -8.1% 13,944 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% New 12,838 $1.7M
Jane Street Group, LLC 0.00% Reduce -74.8% 12,693 $1.7M
Natixis Advisors, LLC 0.00% Reduce -10.6% 11,947 $1.6M
Truist Financial Corp. 0.00% Reduce -0.4% 11,855 $1.6M
Money Concepts Capital Corp. 0.11% Add +16.5% 11,345 $1.5M
Horizon Family Wealth, Inc. 0.99% Add +0.0% 11,252 $1.5M
MML Investors Services, LLC 0.00% Add +18.5% 11,047 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -9.3% 10,970 $1.4M
Keystone Wealth Services, LLC 0.38% No change 10,780 $1.4M
Cwm, LLC 0.01% Add +0.0% 10,551 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +1.6% 10,517 $1.4M
Lanark Financial, Inc. 0.12% — 10,370 $1.4M
Proactive Wealth Strategies LLC 0.71% Reduce -2.4% 10,131 $1.3M
Transamerica Financial Advisors, LLC 0.13% Reduce -4.3% 9,672 $1.3M
Farther Finance Advisors, LLC 0.03% Add +9.3% 9,497 $1.3M
Allworth Financial LP 0.01% Add +0.0% 9,294 $1.2M
Fifth Third Securities, Inc. 0.10% Add +6.5% 9,049 $1.2M
HighTower Advisors, LLC 0.00% Add +1.7% 8,886 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +297.4% 8,855 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -0.1% 8,732 $1.1M
Creative Planning 0.00% New 8,485 $1.1M
Three Seasons Wealth, LLC 0.51% Reduce -0.4% 7,870 $1.0M
Silver Oak Securities, Incorporated 0.09% Reduce -0.6% 7,530 $990K
Susquehanna International Group, LLP 0.00% Reduce -62.1% 7,441 $978K
GeoWealth Management, LLC 0.04% New 7,293 $958K
Independent Financial Group, LLC 0.03% Reduce -4.8% 7,234 $951K
G&S Capital LLC 0.40% New 7,090 $932K
Cresset Asset Management, LLC 0.00% Add +0.0% 6,865 $902K
StoneX Group Inc. 0.05% Reduce -9.2% 6,672 $877K
Comerica Bank 0.00% Reduce -1.7% 6,662 $875K
Stonebridge Financial Planning Group, LLC 0.40% Reduce -6.4% 6,605 $868K
Tyler-Stone Wealth Management 0.15% Reduce -3.4% 6,475 $851K
LaSalle St. Investment Advisors, LLC 0.20% Reduce -0.4% 6,466 $849K
Cyndeo Wealth Partners, LLC 0.06% No change 6,393 $840K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.6% 6,364 $836K
Jones Financial Companies LLLP 0.00% Add +417.2% 6,124 $805K
Clearwater Capital Advisors, LLC 0.07% Reduce -0.3% 5,849 $769K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -2.5% 5,838 $767K
Focus Financial Network, Inc. 0.03% New 5,684 $747K
Citigroup Inc. 0.00% Reduce -4.4% 5,629 $740K
Sanctuary Advisors, LLC 0.01% Add +6.9% 5,453 $717K
Sigma Planning Corp 0.02% Add +22.0% 5,177 $680K
Arkadios Wealth Advisors 0.03% Reduce -0.7% 5,174 $680K
Well Done, LLC 0.12% No change 4,875 $674K
JPMorgan Chase & Co. 0.00% Reduce -10.3% 5,047 $663K
Great Valley Advisor Group, Inc. 0.01% Reduce -37.2% 4,989 $656K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.9% 4,946 $650K
Wealthcare Advisory Partners LLC 0.02% Add +12.9% 4,925 $647K
1776 Wealth LLC 0.29% No change 4,801 $631K
Geneos Wealth Management Inc. 0.02% Reduce -0.8% 4,784 $629K
Mutual Advisors, LLC 0.02% Reduce -0.9% 4,557 $600K
Marks Group Wealth Management, Inc 0.06% No change 4,435 $583K
Coppell Advisory Solutions LLC 0.08% Reduce -0.1% 4,348 $578K
Virtue Capital Management, LLC 0.07% New 4,390 $577K
Gateway Wealth Partners, LLC 0.13% Reduce -2.4% 4,235 $557K

"% 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 193 holders