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 236 institutions that hold shares in the stock, with a total of 7.79 Million shares, which have been reported (via 13F filing form) to have a value of $899 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,129,820
shares
|
$130 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,007,091
shares
|
$116 Million
0.04% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
509,453
shares
|
$58.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
503,266
shares
|
$58.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
278,827
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
228,883
shares
|
$26.4 Million
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
222,347
shares
|
$25.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
216,382
shares
|
$25 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
203,482
shares
|
$23.5 Million
0.0% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
184,764
shares
|
$21.3 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
171,441
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
170,531
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
165,668
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,628
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
155,310
shares
|
$17.9 Million
1.49% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
147,935
shares
|
$17.1 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
130,323
shares
|
$15 Million
0.76% of portfolio
|
Q3 2025
Added 26.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
114,678
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
92,037
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
86,905
shares
|
$10 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
71,399
shares
|
$8.24 Million
1.34% of portfolio
|
Q1 2024
Added 87.76%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
71,064
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
70,813
shares
|
$8.18 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
62,753
shares
|
$7.25 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
61,618
shares
|
$7.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|