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 231 institutions that hold shares in the stock, with a total of 7.84 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,164,312
shares
|
$133 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
985,530
shares
|
$112 Million
0.04% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
523,437
shares
|
$59.7 Million
0.15% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
507,035
shares
|
$57.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
279,205
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
226,970
shares
|
$25.9 Million
0.0% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
216,333
shares
|
$24.7 Million
0.03% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
197,167
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
185,300
shares
|
$21.2 Million
0.74% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
165,668
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
165,332
shares
|
$18.9 Million
0.03% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
164,446
shares
|
$18.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
158,631
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,628
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
147,935
shares
|
$16.9 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
138,979
shares
|
$15.9 Million
1.34% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
109,398
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Added 24.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
103,364
shares
|
$11.8 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
93,986
shares
|
$10.7 Million
0.06% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
88,525
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 65.9%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
82,967
shares
|
$9.47 Million
3.04% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
73,603
shares
|
$8.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
71,399
shares
|
$8.15 Million
1.34% of portfolio
|
Q1 2024
Added 87.76%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
67,531
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
66,631
shares
|
$7.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.23%
|