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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
3,900
shares
|
$453,804
0.01% of portfolio
|
Q1 2022
Reduced 0.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,895
shares
|
$453,222
0.0% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,869
shares
|
$450,196
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
3,827
shares
|
$445,309
0.04% of portfolio
|
Q2 2025
Reduced 54.27%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
3,784
shares
|
$440,306
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
3,628
shares
|
$422,154
0.11% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,601
shares
|
$419,012
0.19% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,600
shares
|
$418,896
0.03% of portfolio
|
Q3 2024
Added 45.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,600
shares
|
$418,896
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,560
shares
|
$414,241
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
3,545
shares
|
$412,496
0.24% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,484
shares
|
$405,398
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,477
shares
|
$404,583
0.0% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,458
shares
|
$402,372
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
3,420
shares
|
$397,951
0.12% of portfolio
|
Q1 2023
Reduced 10.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,419
shares
|
$397,834
0.0% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,330
shares
|
$387,478
0.01% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,323
shares
|
$386,664
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,301
shares
|
$384,104
0.04% of portfolio
|
Q4 2024
Reduced 78.03%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
3,259
shares
|
$379,217
0.16% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,231
shares
|
$375,959
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,141
shares
|
$365,486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,138
shares
|
$365,137
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,125
shares
|
$363,625
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,058
shares
|
$355,828
0.0% of portfolio
|
Q2 2025
Reduced 9.93%
|