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 |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,107
shares
|
$427,867
0.22% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
4,091
shares
|
$426,200
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
4,025
shares
|
$419,324
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
4,000
shares
|
$416,720
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,941
shares
|
$410,573
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,900
shares
|
$406,302
0.01% of portfolio
|
Q1 2022
Reduced 0.59%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,863
shares
|
$402,447
0.0% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
3,800
shares
|
$395,884
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,787
shares
|
$394,529
0.0% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
3,601
shares
|
$375,152
0.2% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,600
shares
|
$375,048
0.03% of portfolio
|
Q3 2024
Added 45.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,600
shares
|
$375,048
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
3,567
shares
|
$371,610
0.23% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,560
shares
|
$370,880
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,501
shares
|
$364,734
0.0% of portfolio
|
Q1 2025
Added 222.67%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,454
shares
|
$359,837
0.01% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,437
shares
|
$358,066
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
3,420
shares
|
$356,295
0.12% of portfolio
|
Q1 2023
Reduced 10.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,419
shares
|
$356,191
0.0% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,395
shares
|
$353,691
0.0% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
3,373
shares
|
$351,399
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,330
shares
|
$346,919
0.01% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
3,320
shares
|
$345,877
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,301
shares
|
$343,898
0.03% of portfolio
|
Q4 2024
Reduced 78.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,300
shares
|
$343,794
0.01% of portfolio
|
Q4 2024
New holding
|