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 229 institutions that hold shares in the stock, with a total of 8.12 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,265
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 35.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
16,090
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
16,076
shares
|
$1.56 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,025
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,421
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 252.16%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
15,049
shares
|
$1.46 Million
0.58% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,911
shares
|
$1.35 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,722
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 109.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,603
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,144
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
12,758
shares
|
$1.23 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,751
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
12,666
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,606
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
12,379
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
12,121
shares
|
$1.17 Million
1.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,058
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
11,679
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,376
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,268
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
11,143
shares
|
$1.08 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
11,013
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.24%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,550
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 41.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,254
shares
|
$992,382
0.05% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,239
shares
|
$990,930
0.03% of portfolio
|
Q4 2024
Added 7.95%
|