FTC — FIRST TRUST LARGE CAP GROWTH
As of Q2 2026, 12 SEC-registered investment managers reported holding FTC (FIRST TRUST LARGE CAP GROWTH) in their latest 13F filings, with a combined reported value of $281.00M across 1.45M shares. That is -4.1% by share count (-61.48K shares) versus the previous quarter, while reported value moved +20.6%. Ownership is concentrated: the five largest holders account for 98.5% of reported value and the top ten for 99.8%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 717.08K | $138.95M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 338.66K | $65.62M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 225.68K | $43.73M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 135.00K | $26.16M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2025 | 23.80K | $3.59M | 0.01% | New |
| BNY Mellon history | Q2 2024 | 24.02K | $2.94M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 12.10K | $2.34M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 6.53K | $1.24M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 4.60K | $891.42K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.66K | $709.02K | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 2.54K | $492.76K | 0.00% | Hold |
| Millennium Management history | Q1 2026 | 2.94K | $453.18K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 1.82K | $352.47K | 0.00% | Hold |
| Renaissance Technologies history | Q4 2021 | 2.50K | $301.00K | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 1.34K | $260.62K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 1.26K | $243.89K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.53K sh · $1.24M
Fully Exited (vs previous quarter)
- Millennium Management sold 2.94K sh · $453.18K
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.16M | 1.13M | 895.30K | 976.93K | 948.53K | 966.58K | 1.02M | 1.02M | 990.63K | 853.96K | 835.50K | 851.58K | 833.12K | 824.80K | 730.68K | 785.04K | 751.81K | 714.03K | 693.60K | 717.08K |
| Wells Fargo & Co | 469.45K | 458.90K | 347.31K | 342.53K | 339.63K | 310.52K | 306.22K | 382.85K | 386.67K | 390.04K | 392.68K | 410.53K | 443.18K | 419.40K | 434.02K | 427.08K | 419.35K | 418.06K | 423.03K | 338.66K |
| UBS Group AG | 418.34K | 444.07K | 367.24K | 354.40K | 344.90K | 342.28K | 347.12K | 291.11K | 281.69K | 272.28K | 264.13K | 261.17K | 269.74K | 265.89K | 264.21K | 237.81K | 231.99K | 227.09K | 220.81K | 225.68K |
| Bank of America Corp | 246.03K | 248.18K | 255.01K | 233.10K | 213.64K | 185.94K | 187.04K | 170.88K | 171.71K | 164.97K | 162.43K | 163.18K | 161.23K | 151.61K | 149.95K | 154.08K | 150.70K | 144.31K | 139.55K | 135.00K |
| Citadel Advisors | 43.21K | 43.20K | — | 29.21K | 8.99K | 47.92K | — | — | 12.95K | 31.33K | 4.10K | 13.56K | 43.78K | 38.77K | — | 3.60K | — | 8.48K | 9.45K | 12.10K |
| JPMorgan Chase & Co | — | — | — | — | — | 939 | 6.21K | 6.66K | 6.34K | 5.95K | 5.86K | 5.45K | 5.46K | 5.63K | 5.05K | 5.05K | 5.56K | 5.28K | — | 6.53K |
| Citigroup Inc | 11.17K | 9.15K | 9.36K | 13.23K | 12.71K | 3.57K | 3.56K | 3.93K | 4.10K | 4.13K | 4.07K | 4.90K | 6.45K | 5.89K | 5.63K | 5.43K | 5.09K | 3.09K | 3.09K | 4.60K |
| Fidelity Management & Research (FMR) | 896 | 887 | 920 | 1.47K | 1.08K | 1.03K | 306 | 364 | 357 | 520 | 315 | 999 | 1.80K | 2.15K | 2.26K | 3.02K | 3.45K | 3.72K | 3.71K | 3.66K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.54K | 2.54K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.82K | 1.82K |
| Goldman Sachs Group | 27.22K | 7.25K | — | 9.54K | 7.18K | — | — | — | — | 4.63K | 11.59K | — | 7.51K | 30.29K | 17.53K | 23.33K | — | — | 9.95K | 1.34K |
| PNC Financial Services | 30.37K | 35.13K | 39.09K | 45.18K | 42.04K | 42.95K | 46.49K | 45.20K | 46.71K | 4.49K | 2.49K | 1.64K | 1.54K | 1.49K | 1.35K | 1.28K | 1.28K | 1.27K | 1.27K | 1.26K |
| Millennium Management | — | — | — | — | — | — | — | — | — | 6.64K | — | — | — | — | — | — | — | — | 2.94K | — |
| Renaissance Technologies | — | 2.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 23.80K | — | — | — | — |
| BNY Mellon | 3.10K | 2.99K | 6.38K | 13.49K | 29.60K | 45.11K | 44.16K | 40.24K | 28.42K | 27.26K | 25.20K | 24.02K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details