FIRST TRUST LARGE CAP GROWTH (FTC) Institutional Shareholders
FIRST TRUST LARGE CAP GROWTH (FTC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $938.62M in FTC holdings during the latest filing period.
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 $125.51M, representing an estimated loss of -9.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
221
Total Reported Value
$938.62M
Largest Holder
Morgan Stanley
Largest Position
$138.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $125,510,074 | -$13,439,174 | -9.67% | |
| Lpl Financial Llc | 0.03% | 669,373 | $129,704,455 | $117,159,620 | -$12,544,835 | -9.67% | |
| Janney Montgomery Scott Llc | 0.17% | 440,151 | $85,288,000 | $77,039,145 | -$8,248,855 | -9.67% | |
| Wells Fargo & Company/Mn | 0.01% | 338,661 | $65,622,193 | $59,275,462 | -$6,346,731 | -9.67% | |
| Ubs Group Ag | 0.01% | 225,676 | $43,729,238 | $39,499,822 | -$4,229,416 | -9.67% | |
| Raymond James Financial Inc | 0.01% | 169,427 | $32,829,770 | $29,654,621 | -$3,175,149 | -9.67% | |
| Baird Financial Group, Inc. | 0.04% | 152,775 | $29,603,211 | $26,740,040 | -$2,863,171 | -9.67% | |
| Commonwealth Equity Services, Llc | 0.04% | 151,776 | $29,409,544 | $26,565,186 | -$2,844,358 | -9.67% | |
| Bank Of America Corp | 0.00% | 135,002 | $26,159,358 | $23,629,252 | -$2,530,106 | -9.67% | |
| Cx Institutional | 0.61% | 109,235 | $21,166,000 | $19,119,282 | -$2,046,718 | -9.67% | |
| Cetera Investment Advisers | 0.02% | 95,400 | $18,485,851 | $16,697,757 | -$1,788,094 | -9.67% | |
| Kingsview Wealth Management, Llc | 0.22% | 94,357 | $18,283,477 | $16,515,202 | -$1,768,275 | -9.67% | |
| Benjamin Edwards Inc | 0.14% | 79,225 | $15,351,661 | $13,866,665 | -$1,484,996 | -9.67% | |
| Stifel Financial Corp | 0.01% | 72,538 | $14,057,630 | $12,696,246 | -$1,361,384 | -9.68% | |
| Royal Bank Of Canada | 0.00% | 68,111 | $13,198,000 | $11,921,393 | -$1,276,607 | -9.67% | |
| &Partners | 0.05% | 66,595 | $11,704,179 | $11,656,050 | -$48,129 | -0.41% | |
| Arax Advisory Partners | 0.06% | 47,775 | $9,257,363 | $8,362,006 | -$895,357 | -9.67% | |
| Harbour Investments, Inc. | 0.12% | 46,986 | $9,104,513 | $8,223,908 | -$880,605 | -9.67% | |
| D.A. Davidson & Co. | 0.04% | 37,733 | $7,311,613 | $6,604,365 | -$707,248 | -9.67% | |
| Envestnet Asset Management Inc | 0.00% | 36,193 | $7,013,078 | $6,334,821 | -$678,257 | -9.67% | |
| U.S. Capital Wealth Advisors, Llc | 0.17% | 44,872 | $6,916,687 | $7,853,897 | +$937,210 | +13.55% | |
| Virtu Financial Llc | 0.22% | 35,585 | $6,895,000 | $6,228,403 | -$666,597 | -9.67% | |
| First Trust Advisors Lp | 0.00% | 31,137 | $6,033,416 | $5,449,875 | -$583,541 | -9.67% | |
| Osaic Holdings, Inc. | 0.01% | 30,048 | $5,823,713 | $5,259,268 | -$564,445 | -9.69% | |
| Ameriprise Financial Inc | 0.00% | 29,002 | $5,619,762 | $5,076,188 | -$543,574 | -9.67% | |
| Lvz, Inc. | 0.52% | 26,298 | $5,095,753 | $4,602,910 | -$492,843 | -9.67% | |
| Jones Financial Companies Lllp | 0.00% | 26,998 | $5,039,974 | $4,725,430 | -$314,544 | -6.24% | |
| Iht Wealth Management, Llc | 0.10% | 25,393 | $4,920,431 | $4,444,509 | -$475,922 | -9.67% | |
| Boyce & Associates Wealth Consulting, Inc. | 2.92% | 21,706 | $4,205,962 | $3,799,177 | -$406,785 | -9.67% | |
| Integrated Wealth Concepts Llc | 0.03% | 21,020 | $4,073,060 | $3,679,107 | -$393,953 | -9.67% | |
| Proactive Wealth Strategies Llc | 0.64% | 20,681 | $4,007,344 | $3,619,773 | -$387,571 | -9.67% | |
| Hfg Advisors, Inc. | 2.48% | 20,495 | $3,971,319 | $3,587,217 | -$384,102 | -9.67% | |
| Rockefeller Capital Management L.P. | 0.01% | 20,144 | $3,903,421 | $3,525,782 | -$377,639 | -9.67% | |
| Wealthcare Advisory Partners Llc | 0.07% | 19,163 | $3,713,290 | $3,354,079 | -$359,211 | -9.67% | |
| Private Advisor Group, Llc | 0.02% | 19,047 | $3,690,779 | $3,333,775 | -$357,004 | -9.67% | |
| Prospera Financial Services Inc | 0.05% | 18,744 | $3,632,059 | $3,280,742 | -$351,317 | -9.67% | |
| Ifp Advisors, Inc | 0.06% | 18,506 | $3,585,908 | $3,239,085 | -$346,823 | -9.67% | |
| Equitable Holdings, Inc. | 0.02% | 17,966 | $3,481,353 | $3,144,569 | -$336,784 | -9.67% | |
| Vestmark Advisory Solutions, Inc. | 0.03% | 17,613 | $3,412,871 | $3,082,784 | -$330,087 | -9.67% | |
| Western Wealth Management, Llc | 0.11% | 17,471 | $3,385,290 | $3,057,930 | -$327,360 | -9.67% | |
| Ifs Group,Llc | 4.40% | 16,550 | $3,206,938 | $2,896,728 | -$310,210 | -9.67% | |
| Fsb Premier Wealth Management, Inc. | 0.83% | 15,170 | $2,939,570 | $2,655,188 | -$284,382 | -9.67% | |
| Wedmont Private Capital | 0.08% | 15,400 | $2,839,213 | $2,695,445 | -$143,768 | -5.06% | |
| Truist Financial Corp | 0.00% | 13,285 | $2,574,139 | $2,325,259 | -$248,880 | -9.67% | |
| Snowden Capital Advisors Llc | 0.06% | 13,068 | $2,532,253 | $2,287,278 | -$244,975 | -9.67% | |
| Gateway Wealth Partners, Llc | 0.15% | 13,014 | $2,521,763 | $2,277,826 | -$243,937 | -9.67% | |
| Empirical Asset Management, Llc | 0.55% | 12,603 | $2,442,040 | $2,205,889 | -$236,151 | -9.67% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 12,157 | $2,355,664 | $2,127,826 | -$227,838 | -9.67% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 11,829 | $2,292,174 | $2,070,417 | -$221,757 | -9.67% | |
| Mml Investors Services, Llc | 0.00% | 10,787 | $2,090,157 | $1,888,037 | -$202,120 | -9.67% |
Frequently asked questions about FTC
Who owns the most FTC stock?
The largest holders of FTC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST LARGE CAP GROWTH (FTC).
Is FTC widely held by superinvestors?
Many widely followed stocks like FTC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.