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 216 institutions that hold shares in the stock, with a total of 7.31 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
8,635
shares
|
$921,009
0.04% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
8,480
shares
|
$904,476
0.0% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
8,196
shares
|
$874,185
0.08% of portfolio
|
Q1 2024
Added 0.02%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
8,160
shares
|
$870,345
0.03% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,860
shares
|
$838,347
0.0% of portfolio
|
Q4 2022
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
7,647
shares
|
$815,629
0.01% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,456
shares
|
$795,256
0.06% of portfolio
|
Q3 2024
New holding
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Aug 06, 2024 Q2 2024 |
7,242
shares
|
$772,431
0.25% of portfolio
|
Q2 2024
Reduced 10.45%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
7,172
shares
|
$764,965
0.0% of portfolio
|
Q2 2024
Added 0.2%
|
|
Forth Right Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
7,166
shares
|
$764,325
0.25% of portfolio
|
Q3 2023
Reduced 5.29%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
7,052
shares
|
$752,166
0.07% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
Sterling Investment Advisors, Ltd.
|
Aug 05, 2024 Q2 2024 |
7,034
shares
|
$750,246
0.2% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
6,801
shares
|
$725,394
0.01% of portfolio
|
Q3 2021
Reduced 6.85%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
6,546
shares
|
$698,196
0.01% of portfolio
|
Q2 2024
New holding
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
6,447
shares
|
$687,637
0.29% of portfolio
|
Q2 2024
Added 4.88%
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
6,418
shares
|
$684,543
0.1% of portfolio
|
Q3 2023
Reduced 4.44%
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,365
shares
|
$678,890
0.01% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,962
shares
|
$635,906
0.02% of portfolio
|
Q2 2024
Added 0.18%
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 09, 2024 Q2 2024 |
5,739
shares
|
$612,121
0.38% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
5,713
shares
|
$609,348
0.55% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
5,620
shares
|
$599,429
0.02% of portfolio
|
Q1 2024
Added 2.56%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
5,615
shares
|
$598,895
0.12% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
5,467
shares
|
$583,110
0.01% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
5,392
shares
|
$575,110
0.0% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
5,293
shares
|
$564,551
0.03% of portfolio
|
Q2 2024
Added 0.04%
|