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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,232
shares
|
$1 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,220
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
10,117
shares
|
$989,948
0.03% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,840
shares
|
$962,844
0.04% of portfolio
|
Q4 2024
Added 65.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,835
shares
|
$962,354
0.0% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
9,716
shares
|
$950,710
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,677
shares
|
$946,894
0.02% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,669
shares
|
$946,111
0.06% of portfolio
|
Q4 2024
Reduced 40.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,413
shares
|
$921,062
0.03% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,148
shares
|
$895,131
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
9,135
shares
|
$893,859
0.04% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,963
shares
|
$877,029
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
8,659
shares
|
$847,283
0.65% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
8,473
shares
|
$829,083
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,860
shares
|
$769,101
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,826
shares
|
$765,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
7,824
shares
|
$765,578
0.08% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,516
shares
|
$735,440
0.0% of portfolio
|
Q4 2024
Reduced 44.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
7,212
shares
|
$705,694
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
6,844
shares
|
$669,685
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
6,834
shares
|
$668,706
0.18% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
6,616
shares
|
$647,375
0.05% of portfolio
|
Q4 2024
Added 49.38%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
6,601
shares
|
$645,907
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,414
shares
|
$627,609
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,365
shares
|
$622,815
0.01% of portfolio
|
Q2 2024
Reduced 8.52%
|