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 236 institutions that hold shares in the stock, with a total of 7.79 Million shares, which have been reported (via 13F filing form) to have a value of $899 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,623
shares
|
$418,347
0.06% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,600
shares
|
$415,692
0.03% of portfolio
|
Q3 2024
Added 45.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,600
shares
|
$415,692
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,574
shares
|
$412,689
0.19% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,560
shares
|
$411,073
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
3,560
shares
|
$411,073
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,477
shares
|
$401,489
0.0% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,466
shares
|
$400,219
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,440
shares
|
$397,216
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
3,420
shares
|
$394,907
0.12% of portfolio
|
Q1 2023
Reduced 10.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,419
shares
|
$394,791
0.0% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,330
shares
|
$384,515
0.01% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,301
shares
|
$381,166
0.04% of portfolio
|
Q4 2024
Reduced 78.03%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,233
shares
|
$373,314
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
3,223
shares
|
$372,159
0.16% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
3,176
shares
|
$366,732
0.17% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,145
shares
|
$363,153
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,138
shares
|
$362,344
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,125
shares
|
$360,843
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,110
shares
|
$359,111
0.02% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,060
shares
|
$353,338
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
3,044
shares
|
$351,490
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,034
shares
|
$350,335
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
3,032
shares
|
$350,105
0.04% of portfolio
|
Q4 2022
Reduced 4.83%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,018
shares
|
$348,488
0.23% of portfolio
|
Q3 2024
Added 4.94%
|
|