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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
505
shares
|
$58,761
0.0% of portfolio
|
Q2 2025
Reduced 88.98%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
490
shares
|
$57,016
0.02% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
475
shares
|
$55,271
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
462
shares
|
$53,758
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
411
shares
|
$47,823
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
404
shares
|
$47,009
0.0% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
376
shares
|
$43,751
0.0% of portfolio
|
Q2 2025
Reduced 40.32%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
325
shares
|
$37,817
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
306
shares
|
$35,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
306
shares
|
$35,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$34,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
275
shares
|
$31,999
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
246
shares
|
$28,624
0.0% of portfolio
|
Q2 2025
Reduced 54.7%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
246
shares
|
$28,624
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
244
shares
|
$28,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
225
shares
|
$26,181
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
180
shares
|
$20,944
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
150
shares
|
$17,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
150
shares
|
$17,454
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
136
shares
|
$15,824
0.0% of portfolio
|
Q4 2024
Added 134.48%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
135
shares
|
$15,708
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
135
shares
|
$15,708
0.0% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
129
shares
|
$15,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
123
shares
|
$14,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
112
shares
|
$13,032
0.0% of portfolio
|
Q4 2024
Added 0.9%
|