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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,669
shares
|
$293,296
0.02% of portfolio
|
Q2 2021
Reduced 8.66%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,635
shares
|
$289,560
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,542
shares
|
$279,340
0.01% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,536
shares
|
$278,681
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
2,506
shares
|
$275,384
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,468
shares
|
$271,208
0.11% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,370
shares
|
$260,439
0.08% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
2,354
shares
|
$258,681
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,308
shares
|
$253,626
0.05% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
2,301
shares
|
$252,856
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,274
shares
|
$249,889
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
2,250
shares
|
$247,252
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,137
shares
|
$234,834
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
2,109
shares
|
$231,758
0.12% of portfolio
|
Q2 2024
Reduced 23.36%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,089
shares
|
$229,560
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,089
shares
|
$229,560
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,087
shares
|
$229,340
0.02% of portfolio
|
Q4 2024
Reduced 50.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
2,049
shares
|
$225,164
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,000
shares
|
$219,780
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,987
shares
|
$218,351
0.04% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,986
shares
|
$218,241
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,738
shares
|
$190,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,717
shares
|
$188,681
0.0% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,655
shares
|
$181,867
0.0% of portfolio
|
Q3 2024
Reduced 41.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,578
shares
|
$173,406
0.0% of portfolio
|
Q3 2024
Added 1.81%
|