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 233 institutions that hold shares in the stock, with a total of 7.91 Million shares, which have been reported (via 13F filing form) to have a value of $921 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
17,225
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
17,166
shares
|
$2 Million
0.45% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,173
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
15,940
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
15,871
shares
|
$1.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 50.8%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
15,137
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.59%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
15,049
shares
|
$1.75 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
15,003
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
14,639
shares
|
$1.7 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
14,180
shares
|
$1.65 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
14,167
shares
|
$1.65 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,346
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,181
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
13,056
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,842
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,617
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
12,121
shares
|
$1.41 Million
1.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
12,070
shares
|
$1.4 Million
0.76% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,058
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
11,679
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
11,603
shares
|
$1.35 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,253
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
11,085
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,006
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
10,933
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|