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 235 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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,355
shares
|
$618,341
0.05% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
5,262
shares
|
$607,603
0.1% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,246
shares
|
$605,755
0.04% of portfolio
|
Q3 2023
Added 3.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,203
shares
|
$600,790
0.01% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
5,111
shares
|
$590,167
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
4,870
shares
|
$562,338
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,799
shares
|
$554,140
0.43% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,587
shares
|
$529,660
0.02% of portfolio
|
Q3 2025
Reduced 55.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,579
shares
|
$528,737
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,574
shares
|
$528,159
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,389
shares
|
$506,797
0.07% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,307
shares
|
$497,329
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,257
shares
|
$491,555
0.23% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$488,207
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,164
shares
|
$480,817
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,008
shares
|
$462,803
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$461,880
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,924
shares
|
$453,104
0.32% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,923
shares
|
$452,988
0.0% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
3,900
shares
|
$450,333
0.01% of portfolio
|
Q1 2022
Reduced 0.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,895
shares
|
$449,755
0.0% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,869
shares
|
$446,753
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
3,784
shares
|
$436,938
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,675
shares
|
$424,352
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,623
shares
|
$418,347
0.06% of portfolio
|
Q3 2025
Reduced 7.62%
|
|