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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,085
shares
|
$119,230
0.0% of portfolio
|
Q4 2024
Added 3000.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,058
shares
|
$116,263
0.01% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,008
shares
|
$110,769
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
670
shares
|
$73,626
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
628
shares
|
$69,010
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
550
shares
|
$60,439
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
541
shares
|
$59,450
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
494
shares
|
$54,285
0.0% of portfolio
|
Q2 2024
Reduced 55.54%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
458
shares
|
$50,329
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
404
shares
|
$44,395
0.0% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
325
shares
|
$35,714
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
300
shares
|
$32,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
273
shares
|
$29,999
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
245
shares
|
$26,923
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
238
shares
|
$26,153
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
225
shares
|
$24,725
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
180
shares
|
$19,780
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
178
shares
|
$19,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
158
shares
|
$17,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
150
shares
|
$16,483
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
136
shares
|
$14,945
0.0% of portfolio
|
Q4 2024
Added 134.48%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
134
shares
|
$14,725
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
120
shares
|
$13,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
112
shares
|
$12,307
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
98
shares
|
$10,769
0.04% of portfolio
|
Q3 2024
New holding
|