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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,250
shares
|
$261,810
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
2,237
shares
|
$260,297
0.06% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
2,166
shares
|
$252,035
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,137
shares
|
$248,661
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
2,109
shares
|
$245,403
0.1% of portfolio
|
Q2 2024
Reduced 23.36%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
2,100
shares
|
$244,356
0.0% of portfolio
|
Q1 2025
Reduced 28.33%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,089
shares
|
$243,076
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,049
shares
|
$238,421
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,039
shares
|
$237,258
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
2,033
shares
|
$236,559
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,024
shares
|
$235,512
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,015
shares
|
$234,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$232,720
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,987
shares
|
$231,207
0.03% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,984
shares
|
$230,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
1,883
shares
|
$219,105
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,752
shares
|
$203,862
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,738
shares
|
$202,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,708
shares
|
$198,742
0.01% of portfolio
|
Q2 2025
Reduced 70.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,578
shares
|
$183,616
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,457
shares
|
$169,536
0.16% of portfolio
|
Q1 2025
Reduced 38.11%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,301
shares
|
$151,384
0.0% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,089
shares
|
$126,716
0.0% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,008
shares
|
$117,290
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
670
shares
|
$77,961
0.01% of portfolio
|
Q4 2022
New holding
|