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 |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
3,032
shares
|
$352,803
0.04% of portfolio
|
Q4 2022
Reduced 4.83%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,026
shares
|
$352,105
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,018
shares
|
$351,174
0.23% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
3,014
shares
|
$350,709
0.11% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,986
shares
|
$347,450
0.07% of portfolio
|
Q1 2024
Added 19.87%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,969
shares
|
$345,472
0.03% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,959
shares
|
$344,309
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,853
shares
|
$331,975
0.1% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,844
shares
|
$330,927
0.03% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,842
shares
|
$330,695
0.08% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,787
shares
|
$324,295
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,735
shares
|
$318,244
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,669
shares
|
$310,564
0.02% of portfolio
|
Q2 2021
Reduced 8.66%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,642
shares
|
$307,423
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,641
shares
|
$307,306
0.01% of portfolio
|
Q2 2025
Reduced 66.23%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
2,631
shares
|
$306,143
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,597
shares
|
$302,186
0.12% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
2,587
shares
|
$301,023
0.03% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
2,476
shares
|
$288,107
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$285,082
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,436
shares
|
$283,452
0.01% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,353
shares
|
$273,795
0.11% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,301
shares
|
$267,744
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,289
shares
|
$266,348
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,286
shares
|
$265,998
0.0% of portfolio
|
Q2 2025
Added 15.11%
|