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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,919
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 64.59%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
10,841
shares
|
$1.26 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,649
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,637
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,247
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,232
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
9,967
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
9,861
shares
|
$1.15 Million
0.57% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
9,839
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
9,746
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
9,456
shares
|
$1.1 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,413
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,689
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
8,680
shares
|
$1.01 Million
0.64% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
8,305
shares
|
$966,369
0.03% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,860
shares
|
$914,589
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
7,831
shares
|
$911,215
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
7,571
shares
|
$880,961
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
7,440
shares
|
$865,718
0.17% of portfolio
|
Q2 2025
Added 81.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,241
shares
|
$842,562
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,191
shares
|
$836,744
0.0% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
6,892
shares
|
$801,953
0.28% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
6,649
shares
|
$773,677
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,284
shares
|
$731,206
0.0% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,188
shares
|
$720,035
0.09% of portfolio
|
Q2 2025
Reduced 3.52%
|