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 223 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $918 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,286
shares
|
$256,237
0.0% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,285
shares
|
$256,125
0.06% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,250
shares
|
$252,202
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,237
shares
|
$250,745
0.06% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,137
shares
|
$239,536
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
2,109
shares
|
$236,397
0.11% of portfolio
|
Q2 2024
Reduced 23.36%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,100
shares
|
$235,389
0.0% of portfolio
|
Q1 2025
Reduced 28.33%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,089
shares
|
$234,156
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,089
shares
|
$234,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,049
shares
|
$229,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,039
shares
|
$228,551
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,000
shares
|
$224,180
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
1,993
shares
|
$223,395
0.01% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,987
shares
|
$222,722
0.04% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,738
shares
|
$194,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,708
shares
|
$191,449
0.01% of portfolio
|
Q2 2025
Reduced 70.33%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,655
shares
|
$185,508
0.0% of portfolio
|
Q3 2024
Reduced 41.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,578
shares
|
$176,878
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
|
$163,315
0.16% of portfolio
|
Q1 2025
Reduced 38.11%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,442
shares
|
$161,633
0.0% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,008
shares
|
$112,986
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
670
shares
|
$75,100
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
630
shares
|
$70,616
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
490
shares
|
$54,924
0.02% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
461
shares
|
$51,673
0.01% of portfolio
|
Q2 2025
Added 0.22%
|