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 222 institutions that hold shares in the stock, with a total of 7.3 Million shares, which have been reported (via 13F filing form) to have a value of $782 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
9,750
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 34.72%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
9,571
shares
|
$1.03 Million
0.74% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,485
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,413
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,189
shares
|
$984,233
0.01% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,138
shares
|
$978,771
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,492
shares
|
$909,578
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,000
shares
|
$856,880
0.08% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,860
shares
|
$841,884
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,622
shares
|
$816,392
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,456
shares
|
$798,612
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
7,242
shares
|
$775,690
0.26% of portfolio
|
Q2 2024
Reduced 10.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,190
shares
|
$770,120
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,104
shares
|
$760,909
0.02% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
7,034
shares
|
$753,411
0.2% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
6,928
shares
|
$742,058
0.1% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
6,801
shares
|
$728,455
0.01% of portfolio
|
Q3 2021
Reduced 6.85%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,536
shares
|
$700,070
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,447
shares
|
$690,538
0.32% of portfolio
|
Q2 2024
Added 4.88%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,414
shares
|
$687,003
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,365
shares
|
$681,755
0.01% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,276
shares
|
$672,222
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
5,935
shares
|
$635,697
0.03% of portfolio
|
Q3 2024
Reduced 53.9%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,727
shares
|
$613,418
0.02% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
5,713
shares
|
$611,919
0.55% of portfolio
|
Q1 2024
Reduced 5.87%
|