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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,365
shares
|
$699,449
0.01% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,143
shares
|
$675,054
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
6,058
shares
|
$665,713
0.21% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,841
shares
|
$641,867
0.02% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,721
shares
|
$628,680
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
5,713
shares
|
$627,801
0.54% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,540
shares
|
$608,790
0.25% of portfolio
|
Q4 2024
Added 36.18%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,524
shares
|
$607,032
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,365
shares
|
$589,559
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
5,297
shares
|
$582,087
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
5,284
shares
|
$580,658
0.11% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$576,482
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,154
shares
|
$566,373
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,983
shares
|
$547,581
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,945
shares
|
$543,406
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,918
shares
|
$540,439
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
4,857
shares
|
$533,735
0.34% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
4,711
shares
|
$517,691
0.15% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,459
shares
|
$489,999
0.0% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,360
shares
|
$479,120
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
4,334
shares
|
$476,263
0.24% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,300
shares
|
$472,527
0.05% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,299
shares
|
$472,417
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$467,801
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,244
shares
|
$466,373
0.0% of portfolio
|
Q4 2024
Added 0.09%
|