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 |
---|---|---|---|---|---|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
2,017
shares
|
$215,133
0.04% of portfolio
|
Q4 2023
Reduced 10.24%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
2,000
shares
|
$213,320
0.03% of portfolio
|
Q1 2020
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,715
shares
|
$182,921
0.02% of portfolio
|
Q2 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,704
shares
|
$181,748
0.04% of portfolio
|
Q2 2024
Added 3115.09%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,550
shares
|
$165,323
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,500
shares
|
$159,990
0.01% of portfolio
|
Q4 2023
Added 0.07%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,347
shares
|
$143,671
0.0% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,273
shares
|
$135,778
0.01% of portfolio
|
Q2 2024
New holding
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,100
shares
|
$117,326
0.04% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,095
shares
|
$116,792
0.01% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,008
shares
|
$107,513
0.13% of portfolio
|
Q3 2021
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
670
shares
|
$71,462
0.01% of portfolio
|
Q4 2022
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
623
shares
|
$66,449
0.0% of portfolio
|
Q2 2024
Reduced 14.07%
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
584
shares
|
$62,289
0.04% of portfolio
|
Q4 2023
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
538
shares
|
$57,383
0.01% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
494
shares
|
$52,690
0.0% of portfolio
|
Q2 2024
Reduced 55.54%
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
457
shares
|
$48,743
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
404
shares
|
$43,090
0.0% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
379
shares
|
$40,424
0.04% of portfolio
|
Q3 2022
Added 0.53%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
313
shares
|
$33,384
0.01% of portfolio
|
Q1 2024
New holding
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
302
shares
|
$32,211
0.01% of portfolio
|
Q1 2024
Reduced 26.88%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
271
shares
|
$28,904
0.01% of portfolio
|
Q1 2024
Added 0.37%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
243
shares
|
$25,918
0.0% of portfolio
|
Q1 2024
Added 0.41%
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
238
shares
|
$25,385
0.01% of portfolio
|
Q4 2022
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
194
shares
|
$20,692
0.0% of portfolio
|
Q2 2024
New holding
|