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 231 institutions that hold shares in the stock, with a total of 8 Million shares, which have been reported (via 13F filing form) to have a value of $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
66,538
shares
|
$7.31 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
63,354
shares
|
$6.96 Million
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
61,876
shares
|
$6.8 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
58,715
shares
|
$6.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
56,929
shares
|
$6.26 Million
0.21% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
50,342
shares
|
$5.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
49,718
shares
|
$5.46 Million
0.08% of portfolio
|
Q2 2024
Added 344.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
46,178
shares
|
$5.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
42,769
shares
|
$4.7 Million
0.71% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
37,251
shares
|
$4.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
36,765
shares
|
$4.04 Million
5.79% of portfolio
|
Q2 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
32,279
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
30,458
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Added 184.18%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
29,502
shares
|
$3.24 Million
0.73% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,313
shares
|
$3.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
27,479
shares
|
$3.02 Million
0.02% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
23,254
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
22,157
shares
|
$2.43 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
21,793
shares
|
$2.39 Million
1.14% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,758
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
21,623
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
Added 51.99%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
21,306
shares
|
$2.34 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
19,663
shares
|
$2.16 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,963
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
18,722
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|