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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
18,484
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,265
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 35.32%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
16,076
shares
|
$1.77 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
16,059
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,421
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 252.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
15,062
shares
|
$1.66 Million
0.24% of portfolio
|
Q4 2024
Added 62.83%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
15,049
shares
|
$1.65 Million
0.58% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,911
shares
|
$1.53 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,722
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Added 109.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,603
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
13,389
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,144
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
13,125
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
13,124
shares
|
$1.44 Million
0.7% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,751
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
12,666
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,606
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
12,120
shares
|
$1.33 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,058
shares
|
$1.33 Million
0.2% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,376
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,268
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
11,163
shares
|
$1.23 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
11,013
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.24%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,550
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Added 41.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,254
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.16%
|