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 218 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
Aug 05, 2024 Q2 2024 |
5,268
shares
|
$551,401
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$549,098
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,154
shares
|
$539,469
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,145
shares
|
$538,527
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,125
shares
|
$536,433
0.0% of portfolio
|
Q2 2024
Reduced 11.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,041
shares
|
$527,641
0.02% of portfolio
|
Q4 2023
Added 1.63%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
4,840
shares
|
$506,602
0.33% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
4,795
shares
|
$501,892
0.0% of portfolio
|
Q1 2024
Added 5.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,788
shares
|
$501,159
0.0% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
4,783
shares
|
$500,636
0.16% of portfolio
|
Q3 2024
Reduced 30.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
4,611
shares
|
$482,633
0.01% of portfolio
|
Q2 2024
Added 22.41%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,574
shares
|
$478,760
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,360
shares
|
$456,361
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
4,337
shares
|
$453,953
0.04% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$445,580
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,237
shares
|
$443,486
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$442,544
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,192
shares
|
$438,776
0.03% of portfolio
|
Q3 2024
Added 96.62%
|
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
4,165
shares
|
$435,950
0.08% of portfolio
|
Q1 2023
Reduced 19.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,100
shares
|
$429,147
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
4,068
shares
|
$425,797
0.19% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
4,000
shares
|
$418,680
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
3,920
shares
|
$410,306
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,900
shares
|
$408,213
0.01% of portfolio
|
Q1 2022
Reduced 0.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,847
shares
|
$402,665
0.0% of portfolio
|
Q2 2024
New holding
|