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 216 institutions that hold shares in the stock, with a total of 7.31 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
2,962
shares
|
$315,926
0.09% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
2,896
shares
|
$308,887
0.01% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,895
shares
|
$308,780
0.02% of portfolio
|
Q2 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,886
shares
|
$307,820
0.03% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
2,850
shares
|
$303,981
0.0% of portfolio
|
Q2 2024
Added 72.21%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
2,844
shares
|
$303,341
0.03% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,804
shares
|
$299,074
0.01% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
2,769
shares
|
$295,341
0.04% of portfolio
|
Q2 2024
Added 0.11%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,732
shares
|
$291,395
0.04% of portfolio
|
Q1 2023
Reduced 9.75%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,721
shares
|
$290,221
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
2,669
shares
|
$284,675
0.01% of portfolio
|
Q1 2024
Added 0.11%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
2,669
shares
|
$284,675
0.03% of portfolio
|
Q2 2021
Reduced 8.66%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,600
shares
|
$277,316
0.01% of portfolio
|
Q2 2024
Added 0.04%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
2,468
shares
|
$263,236
0.11% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
2,370
shares
|
$252,784
0.08% of portfolio
|
Q2 2024
Added 3.77%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
2,301
shares
|
$245,424
0.0% of portfolio
|
Q4 2023
New holding
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,274
shares
|
$242,544
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
2,250
shares
|
$239,985
0.03% of portfolio
|
Q4 2023
New holding
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
2,203
shares
|
$234,971
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
2,180
shares
|
$232,518
0.0% of portfolio
|
Q2 2022
Added 2.01%
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 09, 2024 Q2 2024 |
2,175
shares
|
$231,985
0.0% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
2,109
shares
|
$224,945
0.12% of portfolio
|
Q2 2024
Reduced 23.36%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
2,089
shares
|
$222,812
0.0% of portfolio
|
Q1 2024
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
2,089
shares
|
$222,812
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,049
shares
|
$218,546
0.01% of portfolio
|
Q3 2024
New holding
|