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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
63,807
shares
|
$6.65 Million
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
63,435
shares
|
$6.61 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,813
shares
|
$5.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
56,125
shares
|
$5.85 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
50,687
shares
|
$5.28 Million
0.08% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
49,718
shares
|
$5.18 Million
0.08% of portfolio
|
Q2 2024
Added 344.94%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
49,641
shares
|
$5.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
42,611
shares
|
$4.44 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
40,029
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
36,325
shares
|
$3.78 Million
0.54% of portfolio
|
Q1 2025
Added 430.76%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,462
shares
|
$3.38 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
32,261
shares
|
$3.36 Million
0.45% of portfolio
|
Q1 2025
Reduced 47.86%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
28,917
shares
|
$3.01 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,313
shares
|
$2.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
26,649
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
25,479
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 374.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
25,070
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
22,806
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
22,157
shares
|
$2.31 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
21,995
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
21,797
shares
|
$2.27 Million
1.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,758
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
19,663
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,312
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,824
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 35.61%
|