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 223 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $918 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
5,741
shares
|
$643,508
0.25% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,424
shares
|
$607,976
0.49% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,300
shares
|
$594,077
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,284
shares
|
$592,283
0.11% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$588,024
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,154
shares
|
$577,711
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,108
shares
|
$572,555
0.04% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,103
shares
|
$571,995
0.04% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,929
shares
|
$552,491
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,907
shares
|
$550,025
0.05% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,870
shares
|
$545,878
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
4,857
shares
|
$544,421
0.33% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,581
shares
|
$513,484
0.01% of portfolio
|
Q1 2025
Added 80.21%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,574
shares
|
$512,699
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,302
shares
|
$482,211
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,275
shares
|
$479,184
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$477,167
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,247
shares
|
$476,046
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$473,916
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,165
shares
|
$466,854
0.07% of portfolio
|
Q1 2023
Reduced 19.36%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,107
shares
|
$460,353
0.22% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
4,091
shares
|
$458,560
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
4,035
shares
|
$452,283
0.33% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,006
shares
|
$449,032
0.09% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
4,000
shares
|
$448,360
0.08% of portfolio
|
Q4 2022
New holding
|