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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,018
shares
|
$323,257
0.09% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,997
shares
|
$321,008
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,986
shares
|
$319,830
0.07% of portfolio
|
Q1 2024
Added 19.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,959
shares
|
$316,938
0.01% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
2,892
shares
|
$309,762
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,886
shares
|
$309,119
0.03% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,844
shares
|
$304,620
0.03% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
2,812
shares
|
$301,193
0.12% of portfolio
|
Q3 2024
Reduced 24.97%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,804
shares
|
$300,336
0.01% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
2,772
shares
|
$296,908
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
2,771
shares
|
$296,801
0.0% of portfolio
|
Q3 2024
Added 27.4%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,732
shares
|
$292,624
0.04% of portfolio
|
Q1 2023
Reduced 9.75%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,721
shares
|
$291,446
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,692
shares
|
$288,340
0.02% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,678
shares
|
$286,840
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,669
shares
|
$285,876
0.02% of portfolio
|
Q2 2021
Reduced 8.66%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$280,092
0.01% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,568
shares
|
$275,058
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,535
shares
|
$271,523
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,468
shares
|
$264,347
0.11% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,468
shares
|
$264,347
0.01% of portfolio
|
Q3 2024
Added 45.87%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,370
shares
|
$253,850
0.08% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,301
shares
|
$246,460
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,274
shares
|
$243,568
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,250
shares
|
$240,997
0.03% of portfolio
|
Q4 2023
New holding
|