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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
3,014
shares
|
$348,026
0.12% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,988
shares
|
$345,024
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,974
shares
|
$343,407
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,960
shares
|
$341,791
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,933
shares
|
$338,673
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,853
shares
|
$329,435
0.1% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,844
shares
|
$328,396
0.03% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,842
shares
|
$328,165
0.08% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,787
shares
|
$321,814
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,739
shares
|
$316,272
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,726
shares
|
$314,771
0.01% of portfolio
|
Q3 2025
Reduced 94.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,682
shares
|
$309,690
0.01% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,645
shares
|
$305,418
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,641
shares
|
$304,956
0.01% of portfolio
|
Q2 2025
Reduced 66.23%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
2,631
shares
|
$303,801
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
2,587
shares
|
$298,720
0.03% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,556
shares
|
$295,141
0.12% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,437
shares
|
$281,400
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
2,395
shares
|
$276,550
0.0% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,349
shares
|
$271,239
0.0% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,301
shares
|
$265,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,293
shares
|
$264,772
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,253
shares
|
$260,153
0.1% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$259,807
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
2,237
shares
|
$258,306
0.06% of portfolio
|
Q2 2025
Reduced 4.16%
|
|