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 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $798 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
6,159
shares
|
$602,658
0.02% of portfolio
|
Q1 2025
Added 91.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,143
shares
|
$601,092
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
6,058
shares
|
$592,775
0.21% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,841
shares
|
$571,541
0.02% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,721
shares
|
$559,799
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,540
shares
|
$542,089
0.25% of portfolio
|
Q4 2024
Added 36.18%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,524
shares
|
$540,523
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,424
shares
|
$530,738
0.49% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,365
shares
|
$524,965
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
5,297
shares
|
$518,311
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,284
shares
|
$517,039
0.11% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$513,321
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,154
shares
|
$504,318
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,983
shares
|
$487,586
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,918
shares
|
$481,226
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,870
shares
|
$476,529
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
4,857
shares
|
$475,257
0.34% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
4,599
shares
|
$450,012
0.14% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,459
shares
|
$436,313
0.0% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,360
shares
|
$426,626
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,299
shares
|
$420,657
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$416,547
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,244
shares
|
$415,275
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$413,709
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,180
shares
|
$409,013
0.11% of portfolio
|
Q4 2024
Added 12.06%
|