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 235 institutions that hold shares in the stock, with a total of 7.79 Million shares, which have been reported (via 13F filing form) to have a value of $899 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
56,344
shares
|
$6.51 Million
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
55,409
shares
|
$6.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
54,583
shares
|
$6.3 Million
0.04% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
53,192
shares
|
$6.14 Million
1.91% of portfolio
|
Q2 2025
Added 55.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
49,718
shares
|
$5.74 Million
0.08% of portfolio
|
Q2 2024
Added 344.94%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
47,988
shares
|
$5.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
40,055
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
38,171
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2025
Added 60.5%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
31,478
shares
|
$3.63 Million
0.54% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
28,187
shares
|
$3.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,941
shares
|
$3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
25,550
shares
|
$2.95 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
23,049
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
22,261
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,758
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,751
shares
|
$2.51 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
21,673
shares
|
$2.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
19,663
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
19,508
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
17,603
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
17,540
shares
|
$2.03 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
17,435
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
17,166
shares
|
$1.98 Million
0.45% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,215
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
16,174
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|