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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
9,967
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,936
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,813
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
9,769
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
9,679
shares
|
$1.12 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,413
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
9,368
shares
|
$1.08 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
8,811
shares
|
$1.02 Million
0.88% of portfolio
|
Q3 2025
Reduced 37.81%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
8,683
shares
|
$1 Million
0.64% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,378
shares
|
$967,407
0.0% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
8,305
shares
|
$958,978
0.03% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,860
shares
|
$907,594
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
7,834
shares
|
$904,591
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,578
shares
|
$875,031
0.05% of portfolio
|
Q3 2025
Reduced 67.97%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
7,572
shares
|
$874,338
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
7,438
shares
|
$858,865
0.16% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
7,257
shares
|
$837,965
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,252
shares
|
$837,388
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
6,892
shares
|
$795,819
0.28% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
6,649
shares
|
$767,760
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,265
shares
|
$723,419
0.01% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,208
shares
|
$716,837
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
6,101
shares
|
$704,482
0.01% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,684
shares
|
$656,331
0.0% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
5,497
shares
|
$634,738
0.37% of portfolio
|
Q2 2025
Added 13.18%
|
|