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 223 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $918 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,232
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
10,145
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,117
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,044
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,886
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
9,861
shares
|
$1.11 Million
0.57% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
9,526
shares
|
$1.07 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,413
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,227
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
8,955
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
8,680
shares
|
$972,941
0.64% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,369
shares
|
$938,081
0.06% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,860
shares
|
$881,027
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,829
shares
|
$877,552
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
7,571
shares
|
$848,633
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,228
shares
|
$810,186
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,032
shares
|
$788,216
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
6,649
shares
|
$745,286
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,634
shares
|
$743,605
0.0% of portfolio
|
Q1 2025
Reduced 78.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,476
shares
|
$725,894
0.0% of portfolio
|
Q1 2025
Added 56.12%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
6,414
shares
|
$718,945
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,101
shares
|
$683,861
0.01% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,906
shares
|
$662,003
0.01% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,852
shares
|
$655,950
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,844
shares
|
$655,053
0.01% of portfolio
|
Q1 2025
Added 2.15%
|