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 $900 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
120
shares
|
$13,856
0.0% of portfolio
|
Q3 2025
Reduced 60.78%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
113
shares
|
$13,048
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
100
shares
|
$11,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
98
shares
|
$11,316
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
90
shares
|
$10,392
0.0% of portfolio
|
Q1 2023
Reduced 81.63%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
89
shares
|
$10,276
0.0% of portfolio
|
Q1 2022
Reduced 20.54%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
65
shares
|
$7,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
19
shares
|
$2,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
12
shares
|
$1,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$115
0.0% of portfolio
|
Q3 2025
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|