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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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 | 1.0M | $103M | -3% | Jun 2024 |
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LPL Financial | 791k | $82M | 0% | Sep 2024 |
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Janney Montgomery Scott | 503k | $52M | 3% | Sep 2024 |
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Wells Fargo & Company | 469k | $49M | -21% | Sep 2024 |
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Bank of America Corporation | 230k | $24M | 0% | Sep 2024 |
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Commonwealth Equity Services | 207k | $22M | 1% | Sep 2024 |
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HBK Sorce Advisory | 179k | $19M | -3% | Sep 2024 |
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International Assets Investment Management | 179k | $1.7M | 10315% | Sep 2024 |
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Advisor Group Holdings | 177k | $18M | -12% | Sep 2024 |
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Raymond James Financial Services Advisors | 166k | $17M | -9% | Sep 2024 |
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Branch Banking & Trust Company | 165k | $16M | 0% | Jun 2024 |
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Raymond James & Associates | 159k | $17M | 3% | Sep 2024 |
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Royal Bank of Canada | 147k | $15M | -5% | Sep 2024 |
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Silver Oak Securities | 146k | $15M | 1% | Sep 2024 |
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Cetera Investment Advisers | 101k | $9.8M | 9% | Jun 2024 |
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Kingsview Wealth Management | 98k | $10M | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 97k | $10M | -1% | Sep 2024 |
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Private Advisor | 94k | $9.8M | -5% | Sep 2024 |
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Strategic Blueprint | 91k | $9.5M | 16% | Sep 2024 |
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Great Valley Advisor Group | 67k | $6.9M | 0% | Sep 2024 |
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Us Bancorp | 63k | $6.6M | 1% | Sep 2024 |
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Coppell Advisory Solutions | 63k | $6.5M | -2% | Sep 2024 |
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Envestnet Asset Management | 59k | $6.1M | -27% | Sep 2024 |
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Chicago Partners Investment | 57k | $6.0M | 1% | Sep 2024 |
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First Trust Advisors | 53k | $5.5M | -3% | Sep 2024 |
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Benjamin Edwards | 50k | $5.2M | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 50k | $4.8M | 345% | Jun 2024 |
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Secure Asset Management | 42k | $4.3M | 3% | Sep 2024 |
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Rockefeller Capital Management | 41k | $4.0M | -2% | Jun 2024 |
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Arrow Investment Advisors | 37k | $3.6M | 100% | Jun 2024 |
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Sanctuary Advisors | 29k | $3.3M | 4% | Sep 2024 |
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KPP Advisory Services | 29k | $3.0M | 0% | Sep 2024 |
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D.A. Davidson & Co. | 27k | $2.7M | -1% | Jun 2024 |
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Keystone Wealth Services | 23k | $2.4M | -3% | Sep 2024 |
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Tcfg Wealth Management | 22k | $2.3M | 100% | Sep 2024 |
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LVZ Advisors | 22k | $2.2M | 1% | Sep 2024 |
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HighTower Advisors | 20k | $2.0M | -5% | Jun 2024 |
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Goldman Sachs Group | 20k | $1.9M | -45% | Jun 2024 |
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Kestra Advisory Services | 18k | $1.9M | -90% | Sep 2024 |
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Stifel Financial | 18k | $1.7M | 22% | Jun 2024 |
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Belpointe Asset Management | 18k | $1.7M | 12% | Jun 2024 |
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Financial Advocates Investment Management | 16k | $1.7M | 5% | Sep 2024 |
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Focus Financial Network | 16k | $1.7M | -4% | Sep 2024 |
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Thrivent Financial for Lutherans | 16k | $1.6M | -2% | Sep 2024 |
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Atlanta Consulting Group Advisors | 15k | $1.6M | 0% | Sep 2024 |
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Bsc Private Wealth Management | 15k | $1.6M | 0% | Sep 2024 |
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Wetzel Investment Advisors | 14k | $1.5M | -4% | Sep 2024 |
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Jane Street | 14k | $1.4M | 100% | Sep 2024 |
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AE Wealth Management | 14k | $1.4M | -7% | Sep 2024 |
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Oppenheimer & Co | 13k | $1.4M | 4% | Sep 2024 |
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Transamerica Financial Advisors | 13k | $1.4M | -10% | Sep 2024 |
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Centaurus Financial | 13k | $1.4M | -5% | Sep 2024 |
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Brian McDonald | 13k | $1.3M | -3% | Sep 2024 |
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Steward Partners Investment Advisory | 13k | $1.2M | 0% | Jun 2024 |
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Virtu Financial | 13k | $1.3M | 100% | Sep 2024 |
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Citadel Advisors | 12k | $1.3M | -61% | Sep 2024 |
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Kaydan Wealth Management | 12k | $1.2M | -4% | Sep 2024 |
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Stratos Wealth Partners | 11k | $1.2M | 0% | Sep 2024 |
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Susquehanna International | 11k | $1.1M | -77% | Sep 2024 |
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Integrated Wealth Concepts | 11k | $1.1M | 0% | Sep 2024 |
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Gladstone Institutional Advisory | 11k | $1.1M | 12% | Sep 2024 |
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Kowal Investment Group | 10k | $1.1M | 0% | Sep 2024 |
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Mml Investors Services | 10k | $1.1M | -3% | Sep 2024 |
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Ancora Advisors | 10k | $1.1M | -2% | Sep 2024 |
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Jpmorgan Chase & Co | 9.9k | $1.0M | 16% | Sep 2024 |
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Park National Corp | 9.8k | $1.0M | 0% | Sep 2024 |
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Farrell Financial | 9.6k | $1.0M | -4% | Sep 2024 |
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Harbour Investments | 9.5k | $988k | -6% | Sep 2024 |
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Atria Wealth Solutions | 9.2k | $957k | -6% | Sep 2024 |
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Kestra Private Wealth Services | 9.1k | $952k | 1% | Sep 2024 |
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Summit Financial | 8.5k | $885k | -2% | Sep 2024 |
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Cozad Asset Management | 8.0k | $833k | -2% | Sep 2024 |
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Goss Wealth Management | 7.6k | $742k | -6% | Jun 2024 |
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Prosperity Consulting Group | 7.5k | $777k | 100% | Sep 2024 |
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USAdvisors Wealth Management | 7.2k | $752k | 0% | Sep 2024 |
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Lido Advisors | 7.2k | $696k | 0% | Jun 2024 |
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Sterling Investment Advisors | 7.0k | $733k | 0% | Sep 2024 |
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Feltz Wealth PLAN | 6.9k | $722k | -2% | Sep 2024 |
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Peapack Gladstone Financial Corp | 6.8k | $708k | 0% | Sep 2024 |
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Arkadios Wealth Advisors | 6.5k | $681k | 100% | Sep 2024 |
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1776 Wealth | 6.4k | $672k | 0% | Sep 2024 |
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Archetype Wealth Partners | 6.4k | $668k | 0% | Sep 2024 |
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HB Wealth Management | 6.4k | $663k | 0% | Sep 2024 |
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Resources Investment Advisors | 6.3k | $654k | -4% | Sep 2024 |
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Ameritas Advisory Services | 5.9k | $618k | -54% | Sep 2024 |
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Prospera Financial Services | 5.7k | $597k | 2% | Sep 2024 |
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HFG Advisors | 5.7k | $595k | 0% | Sep 2024 |
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Walkner Condon Financial Advisors | 5.6k | $584k | 0% | Sep 2024 |
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Advisory Services Network | 5.5k | $530k | 0% | Sep 2024 |
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H D Vest Advisory Services | 5.4k | $523k | -10% | Jun 2024 |
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Regal Investment Advisors | 5.3k | $552k | 0% | Sep 2024 |
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Cyndeo Wealth Partners | 5.2k | $537k | 0% | Sep 2024 |
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Creative Planning | 5.1k | $536k | -30% | Sep 2024 |
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Mercer Global Advisors | 5.1k | $497k | -11% | Jun 2024 |
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Daymark Wealth Partners | 5.0k | $525k | 0% | Sep 2024 |
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Sebold Capital Management | 4.8k | $504k | -16% | Sep 2024 |
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RDA Financial Network | 4.8k | $498k | -31% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 4.7k | $488k | -2% | Sep 2024 |
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Tower Research Capital | 4.6k | $447k | 22% | Jun 2024 |
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Venture Visionary Partners | 4.6k | $477k | 0% | Sep 2024 |
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SRS Capital Advisors | 4.4k | $461k | 2% | Sep 2024 |
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Captrust Financial Advisors | 4.4k | $456k | -9% | Sep 2024 |
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CWM | 4.4k | $454k | -14% | Sep 2024 |
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Proactive Wealth Strategies | 4.3k | $450k | 100% | Sep 2024 |
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Signature Estate and Investment Advisors | 4.3k | $447k | 12% | Sep 2024 |
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Good Life Advisors | 4.2k | $437k | 97% | Sep 2024 |
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Sargent Investment Group | 4.2k | $434k | 0% | Sep 2024 |
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Insigneo Advisory Services | 4.1k | $427k | 0% | Sep 2024 |
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Independent Wealth Network | 4.1k | $424k | 5% | Sep 2024 |
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Fortis Capital Advisors | 4.0k | $388k | 0% | Jun 2024 |
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Mariner Wealth Advisors | 3.9k | $409k | 100% | Sep 2024 |
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Mission Wealth Management | 3.9k | $408k | 0% | Sep 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.9k | $406k | 0% | Sep 2024 |
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Pnc Financial Services | 3.8k | $400k | 0% | Sep 2024 |
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Financial Advisory Service | 3.8k | $396k | 0% | Sep 2024 |
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Element Wealth | 3.8k | $396k | -1% | Sep 2024 |
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Atria Investments | 3.8k | $391k | -63% | Sep 2024 |
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Apollon Financial | 3.7k | $389k | 0% | Sep 2024 |
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Modern Wealth Management | 3.7k | $386k | -2% | Sep 2024 |
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Hanson McClain Advisors | 3.6k | $376k | -2% | Sep 2024 |
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Icon Wealth Advisors | 3.6k | $375k | 0% | Sep 2024 |
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Bordeaux Wealth Advisors | 3.6k | $371k | 0% | Sep 2024 |
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Darren Munn | 3.5k | $369k | 0% | Sep 2024 |
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Perigon Wealth Management | 3.4k | $356k | 0% | Sep 2024 |
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Ronald Blue Trust | 3.4k | $332k | 0% | Sep 2024 |
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Sigma Planning | 3.3k | $344k | -60% | Sep 2024 |
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ForthRight Wealth Management | 3.3k | $340k | -54% | Sep 2024 |
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Triton Wealth Management, P | 3.3k | $337k | 0% | Sep 2024 |
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Tidemark | 3.2k | $330k | 0% | Sep 2024 |
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Tanglewood Legacy Advisors | 3.2k | $329k | 0% | Sep 2024 |
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ValMark Advisers | 3.1k | $327k | 0% | Sep 2024 |
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Merit Financial Group | 3.1k | $323k | -11% | Sep 2024 |
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Mattern Capital Management | 3.0k | $316k | 0% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 3.0k | $314k | 5% | Sep 2024 |
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Perennial Investment Advisors | 3.0k | $290k | 0% | Jun 2024 |
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Apeiron RIA | 3.0k | $287k | 0% | Jun 2024 |
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Snowden Capital Advisors | 3.0k | $308k | -15% | Sep 2024 |
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Nbc Securities | 2.9k | $300k | -2% | Sep 2024 |
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Private Trust Co Na | 2.8k | $276k | 0% | Jun 2024 |
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Eukles Asset Management | 2.8k | $293k | -25% | Sep 2024 |
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Spire Wealth Management | 2.8k | $292k | -20% | Sep 2024 |
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Financial Partners Group | 2.8k | $289k | 0% | Sep 2024 |
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Ausdal Financial Partners | 2.7k | $284k | 0% | Sep 2024 |
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Western Wealth Management | 2.7k | $280k | -7% | Sep 2024 |
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J.w. Cole Advisors | 2.7k | $279k | 0% | Sep 2024 |
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Plante Moran Financial Advisors | 2.7k | $278k | 0% | Sep 2024 |
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Sand Hill Advisors | 2.6k | $272k | -10% | Sep 2024 |
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Geneos Wealth Management | 2.6k | $252k | 0% | Jun 2024 |
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World Equity Group | 2.6k | $268k | 100% | Sep 2024 |
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BlueChip Wealth Advisors | 2.1k | $205k | -23% | Jun 2024 |
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Citigroup | 1.7k | $172k | -42% | Sep 2024 |
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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 |
---|---|---|---|
Dorsey Wright & Associates | Jun 2024 | 23k | $2.2M |
Hanlon Investment Management | Jun 2024 | 5.3k | $511k |
RPg Family Wealth Advisory | Jun 2024 | 3.5k | $339k |
Brown Miller Wealth Management | Jun 2024 | 3.3k | $318k |