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 232 institutions that hold shares in the stock, with a total of 8 Million shares, which have been reported (via 13F filing form) to have a value of $805 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,228
shares
|
$425,209
0.06% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,180
shares
|
$420,382
0.11% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,165
shares
|
$418,874
0.07% of portfolio
|
Q1 2023
Reduced 19.36%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
4,091
shares
|
$411,431
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$402,280
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,900
shares
|
$392,223
0.01% of portfolio
|
Q1 2022
Reduced 0.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,848
shares
|
$386,993
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
3,820
shares
|
$384,177
0.01% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
3,800
shares
|
$382,166
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,792
shares
|
$381,361
0.0% of portfolio
|
Q4 2024
Added 261.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,770
shares
|
$379,148
0.0% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,699
shares
|
$372,008
0.21% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,613
shares
|
$363,359
0.0% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,600
shares
|
$362,052
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,600
shares
|
$362,052
0.03% of portfolio
|
Q3 2024
Added 45.87%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,560
shares
|
$358,029
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
3,556
shares
|
$357,626
0.38% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,444
shares
|
$346,363
0.01% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
3,420
shares
|
$343,949
0.12% of portfolio
|
Q1 2023
Reduced 10.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,419
shares
|
$343,848
0.0% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,301
shares
|
$331,981
0.04% of portfolio
|
Q4 2024
Reduced 78.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,300
shares
|
$331,881
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,295
shares
|
$331,378
0.01% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
3,250
shares
|
$326,852
0.19% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,239
shares
|
$325,746
0.0% of portfolio
|
Q4 2024
New holding
|