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
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Top 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 510k | $46M | 23% | Dec 2023 |
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| Janney Montgomery Scott | 468k | $42M | 3% | Dec 2023 |
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| UBS Group | 259k | $23M | 7% | Dec 2023 |
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| Commonwealth Equity Services | 205k | $19M | 11% | Dec 2023 |
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| Bank of America Corporation | 193k | $17M | -1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 186k | $18M | -4% | Mar 2024 |
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| Silver Oak Securities | 174k | $16M | -11% | Dec 2023 |
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| Branch Banking & Trust Company | 174k | $16M | -2% | Dec 2023 |
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| HBK Sorce Advisory | 165k | $15M | 5% | Dec 2023 |
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| Raymond James & Associates | 155k | $15M | 26% | Mar 2024 |
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| Advisor Group Holdings | 151k | $14M | -18% | Dec 2023 |
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| Wealthsource Partners | 148k | $13M | -1% | Dec 2023 |
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| Royal Bank of Canada | 142k | $13M | -10% | Dec 2023 |
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| Kestra Advisory Services | 141k | $13M | 7% | Dec 2023 |
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| Private Advisor | 100k | $9.0M | 6% | Dec 2023 |
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| Cambridge Investment Research Advisors | 98k | $9.8M | -3% | Mar 2024 |
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| Strategic Blueprint | 75k | $7.4M | 18% | Mar 2024 |
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| Triumph Capital Management | 71k | $6.4M | 3% | Dec 2023 |
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| Great Valley Advisor Group | 68k | $6.2M | -3% | Dec 2023 |
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| Us Bancorp | 60k | $5.4M | 0% | Dec 2023 |
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| Chicago Partners Investment | 57k | $5.5M | 1% | Mar 2024 |
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| Secure Asset Management | 44k | $3.9M | -3% | Dec 2023 |
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| Rockefeller Capital Management | 42k | $3.8M | -3% | Dec 2023 |
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| Coppell Advisory Solutions | 41k | $3.7M | 35% | Dec 2023 |
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| Citadel Advisors | 32k | $2.9M | 25% | Dec 2023 |
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| D.A. Davidson & Co. | 30k | $2.7M | -7% | Dec 2023 |
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| Baird Financial | 25k | $2.3M | 0% | Dec 2023 |
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| Keystone Wealth Services | 25k | $2.4M | -2% | Mar 2024 |
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| AE Wealth Management | 23k | $2.1M | -17% | Dec 2023 |
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| LVZ Advisors | 22k | $2.2M | 83% | Mar 2024 |
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| Focus Financial Network | 22k | $2.0M | 100% | Dec 2023 |
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| Focus Financial Network | 21k | $1.9M | 100% | Mar 2024 |
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| HighTower Advisors | 18k | $1.6M | -1% | Dec 2023 |
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| Financial Advocates Investment Management | 16k | $1.4M | 53% | Dec 2023 |
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| Park National Corp | 15k | $1.4M | -4% | Dec 2023 |
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| EPG Wealth Management | 15k | $1.4M | 1% | Dec 2023 |
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| Bsc Private Wealth Management | 15k | $1.4M | 2% | Dec 2023 |
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| Stifel Financial | 14k | $1.3M | 2% | Dec 2023 |
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| Wetzel Investment Advisors | 14k | $1.3M | -4% | Mar 2024 |
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| Centaurus Financial | 14k | $1.2M | -90% | Dec 2023 |
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| Iams Wealth Management | 13k | $1.3M | 50% | Mar 2024 |
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| Kaydan Wealth Management | 12k | $1.2M | -2% | Mar 2024 |
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| Stratos Wealth Partners | 11k | $1.1M | -2% | Mar 2024 |
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| Benjamin F. Edwards & Company | 11k | $1.0M | 5% | Dec 2023 |
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| Steward Partners Investment Advisory | 11k | $993k | -1% | Dec 2023 |
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| Ancora Advisors | 10k | $935k | -8% | Dec 2023 |
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| Kowal Investment Group | 10k | $1.0M | 0% | Mar 2024 |
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| Atria Wealth Solutions | 10k | $916k | 0% | Dec 2023 |
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| RDA Financial Network | 10k | $1.0M | -26% | Mar 2024 |
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| Flow Traders US | 9.8k | $888k | -23% | Dec 2023 |
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| Summit Financial | 9.8k | $975k | 70% | Mar 2024 |
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| Jpmorgan Chase & Co | 9.6k | $869k | 278% | Dec 2023 |
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| Gladstone Institutional Advisory | 9.6k | $866k | 0% | Dec 2023 |
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| Transamerica Financial Advisors | 9.6k | $864k | 1878% | Dec 2023 |
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| Kestra Private Wealth Services | 9.5k | $853k | 1% | Dec 2023 |
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| Tidemark | 9.1k | $824k | 100% | Dec 2023 |
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| Creative Planning | 8.3k | $749k | 1% | Dec 2023 |
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| Cozad Asset Management | 8.2k | $739k | 0% | Dec 2023 |
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| USAdvisors Wealth Management | 8.1k | $728k | -88% | Dec 2023 |
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| Feltz Wealth PLAN | 7.7k | $696k | -1% | Dec 2023 |
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| Prospera Financial Services | 7.6k | $684k | 61% | Dec 2023 |
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| H D Vest Advisory Services | 7.3k | $661k | 15% | Dec 2023 |
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| Sterling Investment Advisors | 7.3k | $659k | 0% | Dec 2023 |
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| Harbour Investments | 7.3k | $654k | 6% | Dec 2023 |
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| ForthRight Wealth Management | 7.2k | $711k | 0% | Mar 2024 |
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| HB Wealth Management | 7.0k | $627k | -32% | Dec 2023 |
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| Foundry Financial Group | 6.8k | $613k | 100% | Dec 2023 |
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| Archetype Wealth Partners | 6.4k | $579k | 0% | Dec 2023 |
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| Sebold Capital Management | 6.1k | $605k | -1% | Mar 2024 |
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| Advisory Services Network | 6.0k | $545k | 38% | Dec 2023 |
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| Mercer Global Advisors | 6.0k | $539k | -31% | Dec 2023 |
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| Walkner Condon Financial Advisors | 6.0k | $592k | 0% | Mar 2024 |
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| Captrust Financial Advisors | 5.8k | $521k | -63% | Dec 2023 |
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| HFG Advisors | 5.7k | $567k | -6% | Mar 2024 |
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| Ameritas Advisory Services | 5.2k | $481k | -68% | Dec 2023 |
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| Cyndeo Wealth Partners | 5.2k | $512k | 0% | Mar 2024 |
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| Pnc Financial Services | 5.2k | $465k | 0% | Dec 2023 |
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| CWM | 5.1k | $505k | 2% | Mar 2024 |
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| Daymark Wealth Partners | 5.0k | $455k | 2% | Dec 2023 |
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| Eukles Asset Management | 4.9k | $443k | -12% | Dec 2023 |
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| Venture Visionary Partners | 4.6k | $412k | 0% | Dec 2023 |
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| Lincoln National | 4.4k | $397k | 6% | Dec 2023 |
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| SRS Capital Advisors | 4.4k | $397k | -7% | Dec 2023 |
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| Insigneo Advisory Services | 4.3k | $388k | 0% | Dec 2023 |
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| Cedar Brook Financial Partners | 4.3k | $426k | 0% | Mar 2024 |
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| Element Wealth | 4.3k | $384k | -2% | Dec 2023 |
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| Sargent Investment Group | 4.2k | $376k | 0% | Dec 2023 |
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| Fortis Capital Advisors | 4.0k | $361k | 0% | Dec 2023 |
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| Mission Wealth Management | 3.9k | $353k | 0% | Dec 2023 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.9k | $387k | 0% | Mar 2024 |
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| Sigma Planning | 3.8k | $346k | -64% | Dec 2023 |
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| Merit Financial Group | 3.8k | $345k | 0% | Dec 2023 |
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| Independent Wealth Network | 3.8k | $377k | -1% | Mar 2024 |
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| Financial Advisory Service | 3.8k | $343k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 3.8k | $374k | -2% | Mar 2024 |
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| Icon Wealth Advisors | 3.6k | $325k | 100% | Dec 2023 |
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| Darren Munn | 3.5k | $319k | 1% | Dec 2023 |
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| Spire Wealth Management | 3.5k | $348k | 0% | Mar 2024 |
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| Perigon Wealth Management | 3.4k | $308k | 100% | Dec 2023 |
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| Ronald Blue Trust | 3.4k | $277k | -5% | Dec 2023 |
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| Triton Wealth Management, P | 3.2k | $309k | 0% | Mar 2024 |
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| Tanglewood Legacy Advisors | 3.1k | $312k | -5% | Mar 2024 |
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| ValMark Advisers | 3.1k | $283k | -31% | Dec 2023 |
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| Drake & Associates | 3.1k | $280k | -98% | Dec 2023 |
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| Sand Hill Advisors | 3.0k | $275k | 0% | Dec 2023 |
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| Nbc Securities | 3.0k | $311k | -14% | Mar 2024 |
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| Mattern Capital Management | 3.0k | $273k | 0% | Dec 2023 |
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| Apeiron RIA | 3.0k | $294k | 0% | Mar 2024 |
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| Snowden Capital Advisors | 3.0k | $267k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 2.9k | $259k | 93% | Dec 2023 |
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| Private Trust Co Na | 2.8k | $282k | -5% | Mar 2024 |
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| Financial Partners Group | 2.8k | $249k | 0% | Dec 2023 |
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| BlueChip Wealth Advisors | 2.8k | $248k | 100% | Dec 2023 |
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| Ausdal Financial Partners | 2.7k | $270k | -4% | Mar 2024 |
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| Plante Moran Financial Advisors | 2.7k | $241k | 0% | Dec 2023 |
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| J.w. Cole Advisors | 2.7k | $240k | 0% | Dec 2023 |
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| Geneos Wealth Management | 2.6k | $234k | 0% | Dec 2023 |
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| Thoroughbred Financial Services | 2.6k | $232k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 2.6k | $255k | -14% | Mar 2024 |
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| Imprint Wealth | 2.5k | $225k | -32% | Dec 2023 |
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| NewEdge Wealth | 2.3k | $208k | 100% | Dec 2023 |
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| ABLE Financial Group | 2.3k | $206k | -8% | Dec 2023 |
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| Insight Advisors, LLC/ PA | 2.3k | $203k | 100% | Dec 2023 |
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| Pinnacle Wealth Planning Services | 2.3k | $203k | 100% | Dec 2023 |
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| IFG Advisory | 2.2k | $201k | 100% | Dec 2023 |
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| Ellis Investment Partners | 2.0k | $202k | 100% | Mar 2024 |
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| IAG Wealth Partners | 2.0k | $200k | 0% | Mar 2024 |
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| Citigroup | 1.7k | $149k | 0% | Dec 2023 |
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| Assetmark | 1.6k | $144k | 27% | Dec 2023 |
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| Principal Securities | 1.6k | $140k | 100% | Dec 2023 |
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| IFP Advisors | 1.5k | $135k | 0% | Dec 2023 |
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| Tradition Wealth Management | 1.3k | $114k | 0% | Dec 2023 |
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| Proequities | 1.2k | $106M | -2% | Dec 2023 |
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| Indiana Trust & Investment Management | 1.1k | $109k | 100% | Mar 2024 |
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| GHP Investment Advisors | 725.00 | $72k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 693.00 | $62k | 100% | Dec 2023 |
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| Partnership Wealth Management | 584.00 | $58k | 0% | Mar 2024 |
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| Beacon Capital Management | 545.00 | $44k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 494.00 | $45k | -11% | Dec 2023 |
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| Stephens Consulting | 454.00 | $45k | 0% | Mar 2024 |
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| Scarborough Advisors | 413.00 | $37k | 100% | Dec 2023 |
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| Global Retirement Partners | 404.00 | $40k | -32% | Mar 2024 |
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| Hazlett, Burt & Watson | 270.00 | $24k | 0% | Dec 2023 |
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| Larson Financial Group | 242.00 | $22k | 0% | Dec 2023 |
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| Compass Wealth Management | 238.00 | $24k | 0% | Mar 2024 |
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| Pineridge Advisors | 164.00 | $15k | 100% | Dec 2023 |
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| Smartleaf Asset Management | 158.00 | $14k | 100% | Dec 2023 |
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| Creative Financial Designs | 157.00 | $14k | 19% | Dec 2023 |
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| CFG Asset Management | 155.00 | $14k | 0% | Dec 2023 |
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| Tucker Asset Management | 28.00 | $2.5k | -82% | Dec 2023 |
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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 |
| Orion Portfolio Solutions | Sep 2023 | 9.0k | $728k |
| RPg Family Wealth Advisory | Sep 2023 | 6.5k | $524k |
| Virtu Financial | Sep 2023 | 5.0k | $403k |
| Joule Financial | Sep 2023 | 4.4k | $354k |
| Peterson Financial Group | Dec 2023 | 3.8k | $340k |
| SP Asset Management | Sep 2023 | 2.9k | $234k |
| Good Life Advisors | Sep 2023 | 2.5k | $204k |