Who owns First Trust Large Cap Core Alp Fnd?
- Ticker: FEX
- CUSIP Number: 33734K109
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Large Cap Core Alp Fnd with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of First Trust Large Cap Core Alp Fnd stock
Who bought or sold First Trust Large Cap Core Alp Fnd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 1.1M | $119M | -30% | Mar 2024 |
|
LPL Financial | 813k | $81M | 3% | Mar 2024 |
|
Wells Fargo & Company | 480k | $48M | -6% | Mar 2024 |
|
Janney Montgomery Scott | 471k | $47M | 1% | Mar 2024 |
|
UBS Group | 260k | $26M | 0% | Mar 2024 |
|
Bank of America Corporation | 223k | $22M | 15% | Mar 2024 |
|
Commonwealth Equity Services | 207k | $21M | 1% | Mar 2024 |
|
Advisor Group Holdings | 201k | $20M | 33% | Mar 2024 |
|
Raymond James Financial Services Advisors | 186k | $18M | -4% | Mar 2024 |
|
HBK Sorce Advisory | 182k | $18M | 10% | Mar 2024 |
|
Branch Banking & Trust Company | 165k | $16M | -5% | Mar 2024 |
|
Raymond James & Associates | 155k | $15M | 26% | Mar 2024 |
|
Royal Bank of Canada | 151k | $15M | 6% | Mar 2024 |
|
Wealthsource Partners | 148k | $13M | -1% | Dec 2023 |
|
Silver Oak Securities | 145k | $14M | -17% | Mar 2024 |
|
Kestra Advisory Services | 141k | $13M | 7% | Dec 2023 |
|
Private Advisor | 99k | $9.9M | -1% | Mar 2024 |
|
Cambridge Investment Research Advisors | 98k | $9.8M | -3% | Mar 2024 |
|
Triumph Capital Management | 79k | $7.8M | 12% | Mar 2024 |
|
Strategic Blueprint | 75k | $7.4M | 18% | Mar 2024 |
|
Coppell Advisory Solutions Corp. | 71k | $7.1M | 100% | Mar 2024 |
|
Great Valley Advisor Group | 67k | $6.6M | -2% | Mar 2024 |
|
Us Bancorp | 59k | $5.9M | -1% | Mar 2024 |
|
Envestnet Asset Management | 58k | $5.8M | -11% | Mar 2024 |
|
Chicago Partners Investment | 57k | $5.5M | 1% | Mar 2024 |
|
First Trust Advisors | 54k | $5.4M | 100% | Mar 2024 |
|
Susquehanna International | 46k | $4.6M | 44% | Mar 2024 |
|
Rockefeller Capital Management | 42k | $3.8M | -3% | Dec 2023 |
|
Secure Asset Management | 41k | $4.1M | -5% | Mar 2024 |
|
Coppell Advisory Solutions | 41k | $3.7M | 35% | Dec 2023 |
|
Citadel Advisors | 37k | $3.6M | 14% | Mar 2024 |
|
Goldman Sachs Group | 36k | $3.6M | 100% | Mar 2024 |
|
D.A. Davidson & Co. | 28k | $2.7M | -9% | Mar 2024 |
|
Baird Financial | 25k | $2.3M | 0% | Dec 2023 |
|
Keystone Wealth Services | 25k | $2.4M | -2% | Mar 2024 |
|
LVZ Advisors | 22k | $2.2M | 83% | Mar 2024 |
|
Focus Financial Network | 22k | $2.0M | 100% | Dec 2023 |
|
HighTower Advisors | 21k | $2.1M | 21% | Mar 2024 |
|
Focus Financial Network | 21k | $1.9M | 100% | Mar 2024 |
|
Belpointe Asset Management | 16k | $1.6M | 107% | Mar 2024 |
|
Thrivent Financial for Lutherans | 16k | $1.6M | -25% | Mar 2024 |
|
Financial Advocates Investment Management | 16k | $1.5M | -2% | Mar 2024 |
|
Park National Corp | 15k | $1.4M | -4% | Dec 2023 |
|
AE Wealth Management | 15k | $1.5M | -34% | Mar 2024 |
|
EPG Wealth Management | 15k | $1.4M | 1% | Dec 2023 |
|
Bsc Private Wealth Management | 15k | $1.5M | 0% | Mar 2024 |
|
Transamerica Financial Advisors | 15k | $1.5M | 55% | Mar 2024 |
|
Stifel Financial | 15k | $1.4M | 1% | Mar 2024 |
|
Wetzel Investment Advisors | 14k | $1.3M | -4% | Mar 2024 |
|
Centaurus Financial | 14k | $1.4M | 0% | Mar 2024 |
|
Iams Wealth Management | 13k | $1.3M | 50% | Mar 2024 |
|
Brian McDonald | 13k | $1.3M | -3% | Mar 2024 |
|
Oppenheimer & Co | 13k | $1.3M | 2% | Mar 2024 |
|
Steward Partners Investment Advisory | 13k | $1.3M | 15% | Mar 2024 |
|
Kaydan Wealth Management | 12k | $1.2M | -2% | Mar 2024 |
|
Stratos Wealth Partners | 11k | $1.1M | -2% | Mar 2024 |
|
Benjamin F. Edwards & Company | 11k | $1.1M | -1% | Mar 2024 |
|
Integrated Wealth Concepts | 11k | $1.0M | -57% | Mar 2024 |
|
Ancora Advisors | 10k | $1.0M | 0% | Mar 2024 |
|
Atria Wealth Solutions | 10k | $1.0M | 1% | Mar 2024 |
|
Kowal Investment Group | 10k | $1.0M | 0% | Mar 2024 |
|
RDA Financial Network | 10k | $1.0M | -26% | Mar 2024 |
|
Summit Financial | 9.8k | $975k | 70% | Mar 2024 |
|
Jpmorgan Chase & Co | 9.8k | $972k | 2% | Mar 2024 |
|
Gladstone Institutional Advisory | 9.6k | $866k | 0% | Dec 2023 |
|
Kestra Private Wealth Services | 9.2k | $916k | -3% | Mar 2024 |
|
Sigma Planning | 8.5k | $848k | 123% | Mar 2024 |
|
Creative Planning | 8.3k | $826k | 0% | Mar 2024 |
|
Cozad Asset Management | 8.2k | $813k | 0% | Mar 2024 |
|
Goss Wealth Management | 8.2k | $811k | -2% | Mar 2024 |
|
USAdvisors Wealth Management | 8.1k | $800k | 0% | Mar 2024 |
|
Prospera Financial Services | 7.6k | $684k | 61% | Dec 2023 |
|
Sterling Investment Advisors | 7.3k | $728k | 0% | Mar 2024 |
|
Feltz Wealth PLAN | 7.3k | $723k | -6% | Mar 2024 |
|
Harbour Investments | 7.3k | $654k | 6% | Dec 2023 |
|
ForthRight Wealth Management | 7.2k | $711k | 0% | Mar 2024 |
|
Lido Advisors | 7.2k | $710k | 100% | Mar 2024 |
|
HB Wealth Management | 7.0k | $691k | 0% | Mar 2024 |
|
Peapack Gladstone Financial Corp | 6.8k | $675k | 0% | Mar 2024 |
|
Tidemark | 6.7k | $663k | -27% | Mar 2024 |
|
Archetype Wealth Partners | 6.4k | $579k | 0% | Dec 2023 |
|
Gts Securities | 6.3k | $628k | 100% | Mar 2024 |
|
1776 Wealth | 6.1k | $610k | 0% | Mar 2024 |
|
Sebold Capital Management | 6.1k | $605k | -1% | Mar 2024 |
|
H D Vest Advisory Services | 6.0k | $594k | -18% | Mar 2024 |
|
Walkner Condon Financial Advisors | 6.0k | $592k | 0% | Mar 2024 |
|
Mercer Global Advisors | 5.8k | $572k | -4% | Mar 2024 |
|
HFG Advisors | 5.7k | $567k | -6% | Mar 2024 |
|
Advisory Services Network | 5.5k | $545k | -9% | Mar 2024 |
|
Regal Investment Advisors | 5.3k | $525k | 0% | Mar 2024 |
|
Captrust Financial Advisors | 5.2k | $518k | -10% | Mar 2024 |
|
Ameritas Advisory Services | 5.2k | $481k | -68% | Dec 2023 |
|
Cyndeo Wealth Partners | 5.2k | $512k | 0% | Mar 2024 |
|
CWM | 5.1k | $505k | 2% | Mar 2024 |
|
Daymark Wealth Partners | 5.0k | $455k | 2% | Dec 2023 |
|
Buck Wealth Strategies | 4.8k | $480k | 100% | Mar 2024 |
|
Northwestern Mutual Wealth Management Company | 4.8k | $476k | 71% | Mar 2024 |
|
Venture Visionary Partners | 4.6k | $454k | 0% | Mar 2024 |
|
SRS Capital Advisors | 4.4k | $397k | -7% | Dec 2023 |
|
Insigneo Advisory Services | 4.3k | $427k | 0% | Mar 2024 |
|
Cedar Brook Financial Partners | 4.3k | $426k | 0% | Mar 2024 |
|
Lincoln National | 4.2k | $419k | -4% | Mar 2024 |
|
Sargent Investment Group | 4.2k | $413k | 0% | Mar 2024 |
|
Element Wealth | 4.0k | $401k | -5% | Mar 2024 |
|
Fortis Capital Advisors | 4.0k | $397k | 0% | Mar 2024 |
|
Mission Wealth Management | 3.9k | $389k | 0% | Mar 2024 |
|
Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.9k | $387k | 0% | Mar 2024 |
|
Pnc Financial Services | 3.9k | $386k | -25% | Mar 2024 |
|
Eukles Asset Management | 3.8k | $379k | -22% | Mar 2024 |
|
Independent Wealth Network | 3.8k | $377k | -1% | Mar 2024 |
|
Financial Advisory Service | 3.8k | $377k | 0% | Mar 2024 |
|
Modern Wealth Management | 3.8k | $370k | 100% | Mar 2024 |
|
Tower Research Capital | 3.8k | $374k | -44% | Mar 2024 |
|
Hanson McClain Advisors | 3.8k | $374k | -2% | Mar 2024 |
|
Apollon Financial | 3.7k | $370k | 100% | Mar 2024 |
|
Icon Wealth Advisors | 3.6k | $357k | 0% | Mar 2024 |
|
Darren Munn | 3.5k | $352k | 0% | Mar 2024 |
|
RPg Family Wealth Advisory | 3.5k | $349k | 100% | Mar 2024 |
|
Spire Wealth Management | 3.5k | $348k | 0% | Mar 2024 |
|
Merit Financial Group | 3.5k | $332k | -9% | Mar 2024 |
|
Perigon Wealth Management | 3.4k | $339k | 0% | Mar 2024 |
|
Ronald Blue Trust | 3.4k | $339k | 0% | Mar 2024 |
|
ValMark Advisers | 3.3k | $329k | 6% | Mar 2024 |
|
Triton Wealth Management, P | 3.2k | $309k | 0% | Mar 2024 |
|
Tanglewood Legacy Advisors | 3.1k | $312k | -5% | Mar 2024 |
|
FMR | 3.1k | $304k | 15% | Mar 2024 |
|
Nbc Securities | 3.0k | $311k | -14% | Mar 2024 |
|
Mattern Capital Management | 3.0k | $273k | 0% | Dec 2023 |
|
Sand Hill Advisors | 3.0k | $298k | -2% | Mar 2024 |
|
Imprint Wealth | 3.0k | $295k | 20% | Mar 2024 |
|
Perennial Investment Advisors | 3.0k | $296k | 1% | Mar 2024 |
|
Apeiron RIA | 3.0k | $294k | 0% | Mar 2024 |
|
Snowden Capital Advisors | 3.0k | $294k | 0% | Mar 2024 |
|
Householder Group Estate & Retirement Specialist | 2.9k | $285k | 0% | Mar 2024 |
|
Private Trust Co Na | 2.8k | $282k | -5% | Mar 2024 |
|
Financial Partners Group | 2.8k | $275k | 0% | Mar 2024 |
|
BlueChip Wealth Advisors | 2.8k | $273k | 0% | Mar 2024 |
|
Ausdal Financial Partners | 2.7k | $270k | -4% | Mar 2024 |
|
Drake & Associates | 2.7k | $270k | -12% | Mar 2024 |
|
J.w. Cole Advisors | 2.7k | $265k | 0% | Mar 2024 |
|
Plante Moran Financial Advisors | 2.7k | $265k | 0% | Mar 2024 |
|
Geneos Wealth Management | 2.6k | $258k | 0% | Mar 2024 |
|
DHJJ Financial Advisors | 2.6k | $255k | -14% | Mar 2024 |
|
NewEdge Wealth | 2.3k | $218k | 0% | Mar 2024 |
|
ABLE Financial Group | 2.3k | $227k | 0% | Mar 2024 |
|
Insight Advisors, LLC/ PA | 2.3k | $225k | 0% | Mar 2024 |
|
Pinnacle Wealth Planning Services | 2.3k | $223k | 0% | Mar 2024 |
|
Rathbones Brothers | 2.2k | $218k | 100% | Mar 2024 |
|
Good Life Advisors | 2.2k | $217k | 100% | Mar 2024 |
|
SpiderRock Advisors | 2.1k | $201k | 100% | Mar 2024 |
|
United Capital Financial Advisers | 2.1k | $207k | 100% | Mar 2024 |
|
GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of First Trust Large Cap Core Alp Fnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Atria Investments | Sep 2023 | 31k | $2.5M |
Flow Traders US | Dec 2023 | 9.8k | $888k |
Foundry Financial Group | Dec 2023 | 6.8k | $613k |
Virtu Financial | Sep 2023 | 5.0k | $403k |
Peterson Financial Group | Dec 2023 | 3.8k | $340k |
Ameriprise Financial | Sep 2023 | 2.7k | $217k |
Thoroughbred Financial Services | Dec 2023 | 2.6k | $232k |
IFG Advisory | Dec 2023 | 2.2k | $201k |