FIRST TRUST LARGE CAP GROWTH (FTC) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $672.86M 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 $106.91M in its March 31, 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 $130.77M, representing an estimated gain of +22.32% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FTC value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, 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

205

Total Reported Value

$672.86M

Largest Holder

Morgan Stanley

Largest Position

$106.91M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

167

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.01%693,596$106,912,880$130,770,867+$23,857,987+22.32%
Lpl Financial Llc0.03%675,983$104,197,771$127,450,105+$23,252,334+22.32%
Wells Fargo & Company/Mn0.01%423,029$65,206,701$79,758,057+$14,551,356+22.32%
Ubs Group Ag0.01%220,814$34,036,933$41,632,360+$7,595,427+22.32%
Raymond James Financial Inc0.01%208,477$32,135,166$39,306,337+$7,171,171+22.32%
Commonwealth Equity Services, Llc0.03%157,463$24,271,721$29,688,137+$5,416,416+22.32%
Baird Financial Group, Inc.0.04%151,568$23,363,085$28,576,691+$5,213,606+22.32%
Bank Of America Corp0.00%139,549$21,510,505$26,310,624+$4,800,119+22.32%
Kingsview Wealth Management, Llc0.20%96,119$14,816,066$18,122,315+$3,306,249+22.32%
Cetera Investment Advisers0.02%94,527$14,570,646$17,822,158+$3,251,512+22.32%
Royal Bank Of Canada0.00%68,493$10,558,000$12,913,698+$2,355,698+22.31%
Benjamin Edwards Inc0.10%62,417$9,620,980$11,768,126+$2,147,146+22.32%
Stifel Financial Corp0.01%58,169$8,967,875$10,967,207+$1,999,332+22.29%
Harbour Investments, Inc.0.11%47,302$7,291,368$8,918,338+$1,626,970+22.31%
U.S. Capital Wealth Advisors, Llc0.17%44,872$6,916,687$8,460,185+$1,543,498+22.32%
D.A. Davidson & Co.0.04%37,747$5,818,465$7,116,834+$1,298,369+22.31%
Northwestern Mutual Wealth Management Co0.00%37,284$5,747,103$7,029,540+$1,282,437+22.31%
Envestnet Asset Management Inc0.00%33,687$5,192,611$6,351,360+$1,158,749+22.32%
First Trust Advisors Lp0.00%31,929$4,921,619$6,019,906+$1,098,287+22.32%
Gateway Wealth Partners, Llc0.19%31,138$4,799,672$5,870,771+$1,071,099+22.32%
Lvz, Inc.0.48%27,328$4,212,397$5,152,432+$940,035+22.32%
Iht Wealth Management, Llc0.10%27,090$4,175,700$5,107,559+$931,859+22.32%
Osaic Holdings, Inc.0.01%26,172$4,034,804$4,934,479+$899,675+22.30%
Win Advisors, Inc1.79%25,359$3,908,955$4,781,196+$872,241+22.31%
Greenup Street Wealth Management Llc0.53%24,276$3,742,004$4,577,007+$835,003+22.31%
Jones Financial Companies Lllp0.00%24,271$3,659,014$4,576,064+$917,050+25.06%
Boyce & Associates Wealth Consulting, Inc.2.47%21,127$3,256,616$3,983,293+$726,677+22.31%
Private Advisor Group, Llc0.02%21,073$3,248,352$3,973,112+$724,760+22.31%
Proactive Wealth Strategies Llc0.60%20,776$3,202,574$3,917,115+$714,541+22.31%
Ifp Advisors, Inc0.07%20,375$3,140,664$3,841,511+$700,847+22.32%
Hfg Advisors, Inc.2.19%20,219$3,116,605$3,812,098+$695,493+22.32%
Vestmark Advisory Solutions, Inc.0.03%20,180$3,110,598$3,804,745+$694,147+22.32%
Independent Financial Group, Llc0.04%30,382$3,099,519$5,728,234+$2,628,715+84.81%
Equitable Holdings, Inc.0.02%19,096$3,052,996$3,600,367+$547,371+17.93%
Rockefeller Capital Management L.P.0.01%19,557$3,014,665$3,687,285+$672,620+22.31%
Prospera Financial Services Inc0.05%18,912$2,915,163$3,565,676+$650,513+22.31%
Western Wealth Management, Llc0.10%17,950$2,766,903$3,384,300+$617,397+22.31%
Susquehanna International Group, Llp0.00%16,947$2,612,255$3,195,194+$582,939+22.32%
Ameriprise Financial Inc0.00%16,722$2,577,533$3,152,773+$575,240+22.32%
Wealthcare Advisory Partners Llc0.05%16,493$2,542,347$3,109,597+$567,250+22.31%
Wedmont Private Capital0.08%15,400$2,508,745$2,903,522+$394,777+15.74%
Fsb Premier Wealth Management, Inc.0.74%15,281$2,355,447$2,881,086+$525,639+22.32%
Ifs Group,Llc1.98%14,405$2,220,457$2,715,924+$495,467+22.31%
Snowden Capital Advisors Llc0.06%13,570$2,091,763$2,558,493+$466,730+22.31%
Stratos Wealth Partners, Ltd.0.02%13,218$2,037,547$2,492,127+$454,580+22.31%
Truist Financial Corp0.00%12,908$1,989,723$2,433,679+$443,956+22.31%
Independent Advisor Alliance0.02%12,209$1,881,930$2,301,890+$419,960+22.32%
Empirical Asset Management, Llc0.49%12,045$1,856,695$2,270,969+$414,274+22.31%
Kestra Advisory Services, Llc0.01%11,470$1,768,017$2,162,558+$394,541+22.32%
Z3 Capital Partners, Llc0.22%11,158$1,752,650$2,103,734+$351,084+20.03%

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.