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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,298
shares
|
$343,585
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
3,250
shares
|
$338,585
0.18% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,142
shares
|
$327,333
0.12% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
3,138
shares
|
$326,916
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,125
shares
|
$325,562
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,103
shares
|
$323,270
0.11% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
3,032
shares
|
$315,873
0.04% of portfolio
|
Q4 2022
Reduced 4.83%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,019
shares
|
$314,519
0.04% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,018
shares
|
$314,415
0.23% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,986
shares
|
$311,081
0.07% of portfolio
|
Q1 2024
Added 19.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,960
shares
|
$308,372
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,892
shares
|
$301,288
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,876
shares
|
$299,621
0.03% of portfolio
|
Q1 2025
Added 143700.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,844
shares
|
$296,287
0.03% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,781
shares
|
$289,724
0.05% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
2,736
shares
|
$285,036
0.04% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,731
shares
|
$284,515
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,670
shares
|
$278,160
0.12% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,669
shares
|
$278,056
0.02% of portfolio
|
Q2 2021
Reduced 8.66%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
2,664
shares
|
$277,535
0.0% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,639
shares
|
$274,931
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,631
shares
|
$274,097
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
2,631
shares
|
$274,097
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
2,587
shares
|
$269,513
0.13% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,536
shares
|
$264,200
0.01% of portfolio
|
Q4 2024
Added 0.04%
|