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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,608
shares
|
$600,672
0.12% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,467
shares
|
$585,570
0.01% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
5,294
shares
|
$567,040
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$561,899
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,154
shares
|
$552,044
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,145
shares
|
$551,080
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,112
shares
|
$547,546
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,041
shares
|
$539,941
0.02% of portfolio
|
Q4 2023
Added 1.63%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
4,840
shares
|
$518,412
0.33% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
4,783
shares
|
$512,307
0.16% of portfolio
|
Q3 2024
Reduced 30.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,689
shares
|
$502,238
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,574
shares
|
$489,921
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,429
shares
|
$474,390
0.04% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,379
shares
|
$469,034
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,360
shares
|
$466,999
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
4,316
shares
|
$462,286
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,295
shares
|
$460,037
0.01% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$455,967
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,240
shares
|
$454,146
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$452,861
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,192
shares
|
$449,005
0.03% of portfolio
|
Q3 2024
Added 96.62%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,165
shares
|
$446,113
0.08% of portfolio
|
Q1 2023
Reduced 19.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$439,151
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
4,068
shares
|
$435,723
0.19% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$428,440
0.14% of portfolio
|
Q4 2022
New holding
|