FIRST TRUST LARGE CAP GROWTH FTC
$183.81
-2.5% 52w: $144.73 – $194.10
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data144.73169.41194.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
207
+5 QoQ
13F value
$781.0M
-8.7% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$2.0M calls / — puts
Institutional value by quarter
Number of holders
Who owns FTC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 693.6K | $106.9M | 0.0% | -2.9% |
| LPL Financial LLC | Bank broker | 676.0K | $104.2M | 0.0% | -2.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 446.0K | $68.7M | 0.2% | +0.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 423.0K | $65.2M | 0.0% | +1.2% |
| UBS Group AG | Bank broker | 220.8K | $34.0M | 0.0% | -2.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 208.5K | $32.1M | 0.0% | -23.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 157.5K | $24.3M | 0.0% | -15.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 151.6K | $23.4M | 0.0% | +0.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 139.5K | $21.5M | 0.0% | -3.3% |
| CX Institutional | Wealth advisor | 113.8K | $17.5M | 0.5% | +5.6% |
| Kingsview Wealth Management, LLC | Wealth advisor | 96.1K | $14.8M | 0.2% | -6.3% |
| Cetera Investment Advisers | Wealth advisor | 94.5K | $14.6M | 0.0% | -2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 92.5K | $14.3M | 0.0% | -18.7% |
| ROYAL BANK OF CANADA | Bank broker | 68.5K | $10.6M | 0.0% | +1.8% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 62.4K | $9.6M | 0.1% | -13.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 58.2K | $9.0M | 0.0% | +18.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 47.3K | $7.3M | 0.1% | +101.6% |
| U.S. Capital Wealth Advisors, LLC | Other | 44.9K | $6.9M | 0.2% | +5.9% |
| Virtu Financial LLC | Market maker | 39.8K | $6.1M | 0.3% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 37.7K | $5.8M | 0.0% | -0.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 37.3K | $5.7M | 0.0% | +0.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 33.7K | $5.2M | 0.0% | +10.5% |
| FIRST TRUST ADVISORS LP | Index provider | 31.9K | $4.9M | 0.0% | -81.3% |
| Gateway Wealth Partners, LLC | Wealth advisor | 31.1K | $4.8M | 0.2% | +97.1% |
| LVZ, Inc. | Wealth advisor | 27.3K | $4.2M | 0.5% | +17.2% |
| IHT Wealth Management, LLC | Wealth advisor | 27.1K | $4.2M | 0.1% | -2.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 26.2K | $4.0M | 0.0% | -34.6% |
| WIN ADVISORS, INC | Wealth advisor | 25.4K | $3.9M | 1.8% | -72.1% |
| GREENUP STREET WEALTH MANAGEMENT LLC | Wealth advisor | 24.3K | $3.7M | 0.5% | +1.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 24.3K | $3.7M | 0.0% | +9.7% |
| Boyce & Associates Wealth Consulting, Inc. | Wealth advisor | 21.1K | $3.3M | 2.5% | +75.1% |
| Private Advisor Group, LLC | Wealth advisor | 21.1K | $3.2M | 0.0% | -2.7% |
| Proactive Wealth Strategies LLC | Wealth advisor | 20.8K | $3.2M | 0.6% | +97.8% |
| IFP Advisors, Inc | Wealth advisor | 20.4K | $3.1M | 0.1% | +5.9% |
| HFG Advisors, Inc. | Wealth advisor | 20.2K | $3.1M | 2.2% | +1.4% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 20.2K | $3.1M | 0.0% | -2.0% |
| Equitable Holdings, Inc. | Wealth advisor | 19.1K | $3.1M | 0.0% | +0.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 19.6K | $3.0M | 0.0% | -0.3% |
| Prospera Financial Services Inc | Diversified mechanical | 18.9K | $2.9M | 0.0% | +0.9% |
| Western Wealth Management, LLC | Wealth advisor | 17.9K | $2.8M | 0.1% | -4.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 16.9K | $2.6M | 0.0% | -55.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 16.7K | $2.6M | 0.0% | -5.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 16.5K | $2.5M | 0.0% | +20.3% |
| Wedmont Private Capital | Wealth advisor | 15.4K | $2.5M | 0.1% | Held |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 15.3K | $2.4M | 0.7% | -0.6% |
| IFS Group,LLC | Wealth advisor | 14.4K | $2.2M | 2.0% | — |
| Snowden Capital Advisors LLC | Diversified mechanical | 13.6K | $2.1M | 0.1% | -5.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 13.2K | $2.0M | 0.0% | -3.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 12.9K | $2.0M | 0.0% | +14.3% |
| Independent Advisor Alliance | Wealth advisor | 12.2K | $1.9M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.