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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,785
shares
|
$1.85 Million
0.07% of portfolio
|
Q1 2025
Added 29.61%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
17,540
shares
|
$1.83 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,181
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
16,090
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,025
shares
|
$1.67 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
15,422
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
15,293
shares
|
$1.59 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
15,049
shares
|
$1.57 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,593
shares
|
$1.52 Million
0.22% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,667
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
12,913
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
12,786
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
12,758
shares
|
$1.33 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,703
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 49.92%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
12,147
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
12,121
shares
|
$1.26 Million
1.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,058
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,955
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
11,679
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
11,143
shares
|
$1.16 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,138
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,006
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
10,933
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,649
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,539
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.1%
|