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 236 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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,836
shares
|
$1.83 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
15,049
shares
|
$1.74 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
15,003
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,705
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 34.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,499
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
13,321
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
13,293
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
13,060
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,349
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 141.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
12,332
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.17%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,121
shares
|
$1.4 Million
1.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,058
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
11,941
shares
|
$1.38 Million
1.16% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
11,679
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11,544
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
11,274
shares
|
$1.3 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,110
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
10,933
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
10,933
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,929
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
10,841
shares
|
$1.25 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,504
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,399
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,302
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,232
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|