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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,179
shares
|
$718,988
0.01% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,101
shares
|
$709,912
0.01% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,902
shares
|
$686,756
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,772
shares
|
$671,629
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
5,497
shares
|
$639,630
0.37% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
5,273
shares
|
$613,566
0.11% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$610,424
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,119
shares
|
$595,646
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
5,110
shares
|
$594,599
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,870
shares
|
$566,673
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,845
shares
|
$563,764
0.04% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,799
shares
|
$558,411
0.43% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,574
shares
|
$532,230
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,571
shares
|
$531,881
0.01% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,304
shares
|
$500,813
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$495,344
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,249
shares
|
$494,413
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$491,970
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,165
shares
|
$484,639
0.07% of portfolio
|
Q1 2023
Reduced 19.36%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,164
shares
|
$484,523
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
4,117
shares
|
$479,054
0.21% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,008
shares
|
$466,370
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
4,000
shares
|
$465,440
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,924
shares
|
$456,596
0.32% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,922
shares
|
$456,363
0.08% of portfolio
|
Q2 2025
New holding
|