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 218 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
15,563
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
15,049
shares
|
$1.58 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
15,026
shares
|
$1.57 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
14,810
shares
|
$1.55 Million
0.15% of portfolio
|
Q1 2024
Added 54.71%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
14,692
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
13,974
shares
|
$1.46 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
13,763
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
13,089
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
12,873
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
12,635
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
12,620
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2024
Added 14.57%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,058
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2022
Reduced 1.52%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
11,703
shares
|
$1.22 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,284
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
10,661
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
10,589
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
10,472
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
10,317
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
10,232
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
10,186
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
10,117
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2024
Reduced 10.14%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 24, 2024 Q2 2024 |
10,019
shares
|
$1.05 Million
0.76% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
9,750
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 34.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
9,731
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,413
shares
|
$985,258
0.03% of portfolio
|
Q2 2020
Added 0.06%
|