FTC Institutional Ownership & Shareholders
FIRST TRUST LARGE CAP GROWTH (FTC) is currently held by 216 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $915.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTC tracked by InsiderSet, reporting ownership valued at approximately $138.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $121.67M, representing an estimated loss of -12.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FTC value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Janney Montgomery Scott Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST LARGE CAP GROWTH (FTC).
This page ranks the largest institutional FTC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
216
Total Reported Value
$915.72M
Largest Holder
Morgan Stanley
Largest Position
$138.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 717,082 | $138,949,248 | $121,667,303 | -$17,281,945 | -12.44% | |
| Lpl Financial Llc | 0.03% | 669,373 | $129,704,455 | $113,572,517 | -$16,131,938 | -12.44% | |
| Janney Montgomery Scott Llc | 0.17% | 440,151 | $85,288,000 | $74,680,420 | -$10,607,580 | -12.44% | |
| Wells Fargo & Company/Mn | 0.01% | 338,661 | $65,622,193 | $57,460,612 | -$8,161,581 | -12.44% | |
| Ubs Group Ag | 0.01% | 225,676 | $43,729,238 | $38,290,447 | -$5,438,791 | -12.44% | |
| Raymond James Financial Inc | 0.01% | 169,427 | $32,829,770 | $28,746,679 | -$4,083,091 | -12.44% | |
| Baird Financial Group, Inc. | 0.04% | 152,775 | $29,603,211 | $25,921,334 | -$3,681,877 | -12.44% | |
| Bank Of America Corp | 0.00% | 135,002 | $26,159,358 | $22,905,789 | -$3,253,569 | -12.44% | |
| Commonwealth Equity Services, Llc | 0.03% | 147,333 | $26,136,614 | $24,997,990 | -$1,138,624 | -4.36% | |
| Cetera Investment Advisers | 0.02% | 95,400 | $18,485,851 | $16,186,518 | -$2,299,333 | -12.44% | |
| Kingsview Wealth Management, Llc | 0.22% | 94,357 | $18,283,477 | $16,009,552 | -$2,273,925 | -12.44% | |
| Benjamin Edwards Inc | 0.14% | 79,225 | $15,351,661 | $13,442,106 | -$1,909,555 | -12.44% | |
| Stifel Financial Corp | 0.01% | 72,538 | $14,057,630 | $12,307,522 | -$1,750,108 | -12.45% | |
| Royal Bank Of Canada | 0.00% | 68,111 | $13,198,000 | $11,556,393 | -$1,641,607 | -12.44% | |
| &Partners | 0.05% | 66,595 | $11,704,179 | $11,299,174 | -$405,005 | -3.46% | |
| Arax Advisory Partners | 0.06% | 47,775 | $9,257,363 | $8,105,984 | -$1,151,379 | -12.44% | |
| Harbour Investments, Inc. | 0.12% | 46,986 | $9,104,513 | $7,972,115 | -$1,132,398 | -12.44% | |
| Envestnet Asset Management Inc | 0.00% | 36,193 | $7,013,078 | $6,140,866 | -$872,212 | -12.44% | |
| U.S. Capital Wealth Advisors, Llc | 0.17% | 44,872 | $6,916,687 | $7,613,432 | +$696,745 | +10.07% | |
| Virtu Financial Llc | 0.22% | 35,585 | $6,895,000 | $6,037,707 | -$857,293 | -12.43% | |
| D.A. Davidson & Co. | 0.04% | 36,993 | $6,562,642 | $6,276,602 | -$286,040 | -4.36% | |
| First Trust Advisors Lp | 0.00% | 31,137 | $6,033,416 | $5,283,015 | -$750,401 | -12.44% | |
| Osaic Holdings, Inc. | 0.01% | 30,048 | $5,823,713 | $5,098,244 | -$725,469 | -12.46% | |
| Ameriprise Financial Inc | 0.00% | 29,002 | $5,619,762 | $4,920,769 | -$698,993 | -12.44% | |
| Kestra Advisory Services, Llc | 0.02% | 31,628 | $5,610,840 | $5,366,323 | -$244,517 | -4.36% | |
| Jones Financial Companies Lllp | 0.00% | 26,998 | $5,039,974 | $4,580,751 | -$459,223 | -9.11% | |
| Boyce & Associates Wealth Consulting, Inc. | 3.04% | 28,225 | $5,007,119 | $4,788,936 | -$218,183 | -4.36% | |
| Iht Wealth Management, Llc | 0.10% | 25,393 | $4,920,431 | $4,308,430 | -$612,001 | -12.44% | |
| Lvz, Inc. | 0.50% | 27,378 | $4,856,817 | $4,645,225 | -$211,592 | -4.36% | |
| Wealthcare Advisory Partners Llc | 0.07% | 23,910 | $4,241,678 | $4,056,810 | -$184,868 | -4.36% | |
| Integrated Wealth Concepts Llc | 0.03% | 21,020 | $4,073,060 | $3,566,463 | -$506,597 | -12.44% | |
| Proactive Wealth Strategies Llc | 0.64% | 20,681 | $4,007,344 | $3,508,945 | -$498,399 | -12.44% | |
| Hfg Advisors, Inc. | 2.48% | 20,495 | $3,971,319 | $3,477,387 | -$493,932 | -12.44% | |
| Rockefeller Capital Management L.P. | 0.01% | 20,144 | $3,903,421 | $3,417,832 | -$485,589 | -12.44% | |
| Private Advisor Group, Llc | 0.02% | 19,047 | $3,690,779 | $3,231,704 | -$459,075 | -12.44% | |
| Prospera Financial Services Inc | 0.05% | 18,744 | $3,632,059 | $3,180,294 | -$451,765 | -12.44% | |
| Equitable Holdings, Inc. | 0.02% | 17,966 | $3,481,353 | $3,048,291 | -$433,062 | -12.44% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 17,613 | $3,412,871 | $2,988,398 | -$424,473 | -12.44% | |
| Western Wealth Management, Llc | 0.11% | 17,471 | $3,385,290 | $2,964,305 | -$420,985 | -12.44% | |
| Ifp Advisors, Inc | 0.06% | 18,565 | $3,293,412 | $3,149,924 | -$143,488 | -4.36% | |
| Ifs Group,Llc | 4.40% | 16,550 | $3,206,938 | $2,808,039 | -$398,900 | -12.44% | |
| Fsb Premier Wealth Management, Inc. | 0.83% | 15,170 | $2,939,570 | $2,573,894 | -$365,676 | -12.44% | |
| Wedmont Private Capital | 0.07% | 15,400 | $2,764,673 | $2,612,918 | -$151,755 | -5.49% | |
| Snowden Capital Advisors Llc | 0.06% | 13,068 | $2,532,253 | $2,217,248 | -$315,005 | -12.44% | |
| Gateway Wealth Partners, Llc | 0.15% | 13,014 | $2,521,763 | $2,208,085 | -$313,678 | -12.44% | |
| Empirical Asset Management, Llc | 0.55% | 12,603 | $2,442,040 | $2,138,351 | -$303,689 | -12.44% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 12,157 | $2,355,664 | $2,062,678 | -$292,986 | -12.44% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 11,829 | $2,292,174 | $2,007,026 | -$285,148 | -12.44% | |
| Truist Financial Corp | 0.00% | 12,867 | $2,282,553 | $2,183,144 | -$99,409 | -4.36% | |
| Mml Investors Services, Llc | 0.00% | 10,787 | $2,090,157 | $1,830,230 | -$259,927 | -12.44% |
Frequently asked questions about FTC
Who are the largest institutional holders of FTC?
The largest institutional holders of FTC reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Janney Montgomery Scott Llc, Wells Fargo & Company/Mn, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported FTC position.
What is FTC institutional ownership?
This page tracks FTC positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST LARGE CAP GROWTH (FTC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTC?
InsiderSet currently tracks 216 institutional managers reporting FTC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTC shareholders.
How much FTC stock do institutions own?
Institutional investment managers disclosed approximately $915.72M in FTC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTC institutional ownership last updated?
The latest FTC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTC position after the reporting date.
Are institutions buying or selling FTC?
Institutional buying and selling can be analyzed by comparing FTC positions across consecutive 13F reporting periods. InsiderSet's FTC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTC ownership changes.
How has FTC institutional ownership changed over time?
InsiderSet tracks FTC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.