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 216 institutions that hold shares in the stock, with a total of 7.31 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
62,703
shares
|
$6.69 Million
0.01% of portfolio
|
Q2 2024
Added 5.49%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
56,371
shares
|
$6.01 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
52,606
shares
|
$5.61 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
49,718
shares
|
$5.3 Million
0.08% of portfolio
|
Q2 2024
Added 344.94%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
47,413
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2024
Added 2.82%
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
41,568
shares
|
$4.43 Million
0.76% of portfolio
|
Q3 2024
Added 2.52%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
40,853
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
36,765
shares
|
$3.92 Million
5.79% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
30,851
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.7%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
28,654
shares
|
$3.06 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
27,418
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
24,463
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
Dorsey Wright & Associates
|
Aug 15, 2024 Q2 2024 |
22,810
shares
|
$2.43 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
22,757
shares
|
$2.43 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
21,794
shares
|
$2.32 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,758
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
21,214
shares
|
$2.26 Million
0.28% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,304
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
20,061
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 44.56%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
19,663
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.3%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
17,775
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 22.34%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
17,774
shares
|
$1.9 Million
0.13% of portfolio
|
Q2 2024
Added 11.79%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
16,710
shares
|
$1.78 Million
0.07% of portfolio
|
Q4 2022
Reduced 27.51%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
15,563
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
15,488
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2024
Added 0.01%
|