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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,941
shares
|
$441,746
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,900
shares
|
$437,151
0.01% of portfolio
|
Q1 2022
Reduced 0.59%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
3,800
shares
|
$425,942
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,787
shares
|
$424,484
0.0% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
3,729
shares
|
$417,983
0.11% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,601
shares
|
$403,636
0.19% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,600
shares
|
$403,524
0.03% of portfolio
|
Q3 2024
Added 45.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,600
shares
|
$403,524
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,560
shares
|
$399,040
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
3,545
shares
|
$397,359
0.24% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,501
shares
|
$392,427
0.0% of portfolio
|
Q1 2025
Added 222.67%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,477
shares
|
$389,736
0.0% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,454
shares
|
$387,158
0.01% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,437
shares
|
$385,253
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
3,420
shares
|
$383,347
0.12% of portfolio
|
Q1 2023
Reduced 10.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,419
shares
|
$383,235
0.0% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,395
shares
|
$380,545
0.0% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,373
shares
|
$378,079
0.01% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,330
shares
|
$373,259
0.01% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
3,320
shares
|
$372,138
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,301
shares
|
$370,009
0.03% of portfolio
|
Q4 2024
Reduced 78.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,300
shares
|
$369,897
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
3,250
shares
|
$364,292
0.18% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,231
shares
|
$362,162
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,142
shares
|
$352,186
0.12% of portfolio
|
Q4 2024
Reduced 0.7%
|