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 225 institutions that hold shares in the stock, with a total of 8.22 Million shares, which have been reported (via 13F filing form) to have a value of $857 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,183,500
shares
|
$123 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
973,149
shares
|
$101 Million
0.04% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
533,857
shares
|
$55.6 Million
0.01% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
516,176
shares
|
$53.8 Million
0.15% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
296,546
shares
|
$30.9 Million
0.01% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
259,575
shares
|
$27 Million
0.09% of portfolio
|
Q1 2025
Added 154.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
219,683
shares
|
$22.9 Million
0.05% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
216,403
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
214,807
shares
|
$22.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
214,492
shares
|
$22.3 Million
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
183,894
shares
|
$19.2 Million
0.75% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
165,668
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
164,824
shares
|
$17.2 Million
3.26% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
162,476
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,628
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
147,935
shares
|
$15.4 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
143,993
shares
|
$15 Million
1.44% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
130,570
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
107,076
shares
|
$11.2 Million
0.66% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
91,943
shares
|
$9.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
88,033
shares
|
$9.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
82,513
shares
|
$8.6 Million
3.11% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
76,135
shares
|
$7.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
71,399
shares
|
$7.44 Million
1.34% of portfolio
|
Q1 2024
Added 87.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
68,853
shares
|
$7.17 Million
0.01% of portfolio
|
Q1 2025
Added 1444.14%
|