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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,844
shares
|
$608,827
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,757
shares
|
$599,764
0.02% of portfolio
|
Q1 2025
Reduced 41.49%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
5,679
shares
|
$591,638
0.25% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,424
shares
|
$565,072
0.49% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,300
shares
|
$552,154
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,284
shares
|
$550,487
0.11% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$546,528
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,154
shares
|
$536,943
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,108
shares
|
$532,151
0.04% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,103
shares
|
$531,630
0.04% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,929
shares
|
$513,503
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,907
shares
|
$511,211
0.05% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,870
shares
|
$507,356
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
4,857
shares
|
$506,002
0.33% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
4,599
shares
|
$479,123
0.14% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,581
shares
|
$477,248
0.01% of portfolio
|
Q1 2025
Added 80.21%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
4,574
shares
|
$476,519
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,360
shares
|
$454,224
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,302
shares
|
$448,182
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$443,494
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,247
shares
|
$442,452
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$440,473
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,180
shares
|
$435,472
0.1% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,165
shares
|
$433,909
0.07% of portfolio
|
Q1 2023
Reduced 19.36%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
4,148
shares
|
$432,138
0.0% of portfolio
|
Q1 2025
Added 9.39%
|