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 235 institutions that hold shares in the stock, with a total of 7.79 Million shares, which have been reported (via 13F filing form) to have a value of $899 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
532
shares
|
$61,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
524
shares
|
$60,506
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
490
shares
|
$56,580
0.02% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
475
shares
|
$54,848
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
462
shares
|
$53,347
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
458
shares
|
$52,885
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
411
shares
|
$47,458
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
404
shares
|
$46,649
0.0% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
343
shares
|
$39,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
325
shares
|
$37,527
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
306
shares
|
$35,333
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
300
shares
|
$34,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
276
shares
|
$31,869
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
246
shares
|
$28,405
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
244
shares
|
$28,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
225
shares
|
$25,980
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
180
shares
|
$20,784
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
174
shares
|
$20,091
0.0% of portfolio
|
Q3 2025
Reduced 53.72%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
150
shares
|
$17,320
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$17,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
140
shares
|
$16,165
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
135
shares
|
$15,588
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
129
shares
|
$14,895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
123
shares
|
$14,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
120
shares
|
$13,856
0.0% of portfolio
|
Q3 2025
Reduced 60.78%
|
|