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 222 institutions that hold shares in the stock, with a total of 7.3 Million shares, which have been reported (via 13F filing form) to have a value of $790 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
15,049
shares
|
$1.61 Million
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,026
shares
|
$1.61 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
14,340
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,227
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
13,974
shares
|
$1.5 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,608
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,591
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
13,403
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,383
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
13,350
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
13,125
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,745
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,606
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
12,471
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,058
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,020
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.04%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
11,703
shares
|
$1.25 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,284
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,718
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.39%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,691
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
10,589
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,232
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,166
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10,117
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
9,871
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 16.4%
|