Institutional Ownership First Tr Large Cap Core Alphde (FEX)
This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $810 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,029,054
shares
|
$112 Million
0.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
790,741
shares
|
$86.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
509,143
shares
|
$55.5 Million
0.15% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
469,332
shares
|
$51.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
287,954
shares
|
$31.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
235,184
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
229,889
shares
|
$25.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
207,042
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
178,784
shares
|
$19.5 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
176,496
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
165,668
shares
|
$18.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
162,971
shares
|
$17.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,628
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
147,935
shares
|
$16.1 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
146,542
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
143,388
shares
|
$15.6 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
97,426
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
96,675
shares
|
$10.5 Million
0.66% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
92,030
shares
|
$10 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
90,013
shares
|
$9.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
87,217
shares
|
$9.51 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
78,940
shares
|
$8.61 Million
3.35% of portfolio
|
Q1 2024
Added 11.83%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
71,399
shares
|
$7.79 Million
1.34% of portfolio
|
Q1 2024
Added 87.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
66,538
shares
|
$7.26 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
63,354
shares
|
$6.91 Million
0.01% of portfolio
|
Q4 2024
Added 0.25%
|