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 232 institutions that hold shares in the stock, with a total of 7.76 Million shares, which have been reported (via 13F filing form) to have a value of $848 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,198,321
shares
|
$131 Million
0.01% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
957,043
shares
|
$105 Million
0.04% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
509,143
shares
|
$55.6 Million
0.15% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
468,992
shares
|
$51.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
287,954
shares
|
$31.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
225,099
shares
|
$24.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
221,259
shares
|
$24.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
208,072
shares
|
$22.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
176,547
shares
|
$19.3 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
168,345
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
165,668
shares
|
$18.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
162,971
shares
|
$17.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,628
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
150,474
shares
|
$16.4 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
147,935
shares
|
$16.2 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
143,388
shares
|
$15.7 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
134,229
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
102,123
shares
|
$11.2 Million
0.04% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
96,675
shares
|
$10.6 Million
0.66% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
92,030
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
89,109
shares
|
$9.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
87,217
shares
|
$9.53 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
82,140
shares
|
$8.98 Million
3.17% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
82,140
shares
|
$8.98 Million
3.17% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
71,399
shares
|
$7.8 Million
1.34% of portfolio
|
Q1 2024
Added 87.76%
|