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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,217
shares
|
$353,516
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
3,173
shares
|
$348,680
0.14% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,152
shares
|
$346,373
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
3,142
shares
|
$345,274
0.13% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,138
shares
|
$344,834
0.01% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,125
shares
|
$343,406
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,103
shares
|
$340,988
0.11% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
3,032
shares
|
$333,186
0.04% of portfolio
|
Q4 2022
Reduced 4.83%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,018
shares
|
$331,648
0.23% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,009
shares
|
$330,659
0.04% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,986
shares
|
$328,131
0.07% of portfolio
|
Q1 2024
Added 19.87%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
2,964
shares
|
$325,713
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,959
shares
|
$325,164
0.01% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,930
shares
|
$321,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,902
shares
|
$318,900
0.0% of portfolio
|
Q4 2024
Reduced 43.23%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,892
shares
|
$317,801
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
2,875
shares
|
$315,933
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,844
shares
|
$312,527
0.03% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
2,783
shares
|
$305,823
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,777
shares
|
$305,164
0.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
2,736
shares
|
$300,659
0.04% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,727
shares
|
$299,670
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,684
shares
|
$294,944
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
2,683
shares
|
$294,834
0.12% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,669
shares
|
$293,296
0.01% of portfolio
|
Q4 2024
Reduced 4.81%
|