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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
243
shares
|
$25,434
0.0% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
238
shares
|
$24,911
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
194
shares
|
$20,305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
180
shares
|
$18,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
158
shares
|
$16,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
150
shares
|
$15,700
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
134
shares
|
$14,025
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
111
shares
|
$11,618
0.0% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
111
shares
|
$11,618
0.0% of portfolio
|
Q1 2024
Reduced 32.32%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
90
shares
|
$9,420
0.0% of portfolio
|
Q1 2023
Reduced 81.63%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
89
shares
|
$9,315
0.0% of portfolio
|
Q1 2022
Reduced 20.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
82
shares
|
$8,582
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
69
shares
|
$7,222
0.0% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
68
shares
|
$7,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
65
shares
|
$6,803
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
35
shares
|
$3,663
0.0% of portfolio
|
Q4 2023
Added 3400.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
24
shares
|
$2,512
0.0% of portfolio
|
Q4 2022
Reduced 97.61%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|