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 |
---|---|---|---|---|---|
Wells Fargo & Company | 480k | $48M | -6% | Mar 2024 |
|
Janney Montgomery Scott | 471k | $47M | 1% | Mar 2024 |
|
UBS Group | 259k | $23M | 7% | Dec 2023 |
|
Commonwealth Equity Services | 207k | $21M | 1% | Mar 2024 |
|
Bank of America Corporation | 193k | $17M | -1% | Dec 2023 |
|
Raymond James Financial Services Advisors | 186k | $18M | -4% | Mar 2024 |
|
HBK Sorce Advisory | 182k | $18M | 10% | Mar 2024 |
|
Silver Oak Securities | 174k | $16M | -11% | Dec 2023 |
|
Branch Banking & Trust Company | 174k | $16M | -2% | Dec 2023 |
|
Raymond James & Associates | 155k | $15M | 26% | Mar 2024 |
|
Advisor Group Holdings | 151k | $14M | -18% | Dec 2023 |
|
Wealthsource Partners | 148k | $13M | -1% | Dec 2023 |
|
Royal Bank of Canada | 142k | $13M | -10% | Dec 2023 |
|
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 |
|
Great Valley Advisor Group | 67k | $6.6M | -2% | Mar 2024 |
|
Us Bancorp | 59k | $5.9M | -1% | Mar 2024 |
|
Chicago Partners Investment | 57k | $5.5M | 1% | 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 | 32k | $2.9M | 25% | Dec 2023 |
|
D.A. Davidson & Co. | 30k | $2.7M | -7% | Dec 2023 |
|
Baird Financial | 25k | $2.3M | 0% | Dec 2023 |
|
Keystone Wealth Services | 25k | $2.4M | -2% | Mar 2024 |
|
AE Wealth Management | 23k | $2.1M | -17% | Dec 2023 |
|
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 |
|
Financial Advocates Investment Management | 16k | $1.5M | -2% | Mar 2024 |
|
Park National Corp | 15k | $1.4M | -4% | Dec 2023 |
|
EPG Wealth Management | 15k | $1.4M | 1% | Dec 2023 |
|
Bsc Private Wealth Management | 15k | $1.5M | 0% | Mar 2024 |
|
Stifel Financial | 14k | $1.3M | 2% | Dec 2023 |
|
Wetzel Investment Advisors | 14k | $1.3M | -4% | Mar 2024 |
|
Centaurus Financial | 14k | $1.2M | -90% | Dec 2023 |
|
Iams Wealth Management | 13k | $1.3M | 50% | Mar 2024 |
|
Oppenheimer & Co | 13k | $1.3M | 2% | 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 |
|
Steward Partners Investment Advisory | 11k | $993k | -1% | Dec 2023 |
|
Ancora Advisors | 10k | $935k | -8% | Dec 2023 |
|
Kowal Investment Group | 10k | $1.0M | 0% | Mar 2024 |
|
Atria Wealth Solutions | 10k | $916k | 0% | Dec 2023 |
|
RDA Financial Network | 10k | $1.0M | -26% | Mar 2024 |
|
Flow Traders US | 9.8k | $888k | -23% | Dec 2023 |
|
Summit Financial | 9.8k | $975k | 70% | Mar 2024 |
|
Jpmorgan Chase & Co | 9.6k | $869k | 278% | Dec 2023 |
|
Gladstone Institutional Advisory | 9.6k | $866k | 0% | Dec 2023 |
|
Transamerica Financial Advisors | 9.6k | $864k | 1878% | Dec 2023 |
|
Kestra Private Wealth Services | 9.2k | $916k | -3% | Mar 2024 |
|
Tidemark | 9.1k | $824k | 100% | Dec 2023 |
|
Sigma Planning | 8.5k | $848k | 123% | Mar 2024 |
|
Creative Planning | 8.3k | $749k | 1% | Dec 2023 |
|
Cozad Asset Management | 8.2k | $813k | 0% | 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 |
|
HB Wealth Management | 7.0k | $691k | 0% | Mar 2024 |
|
Archetype Wealth Partners | 6.4k | $579k | 0% | Dec 2023 |
|
Sebold Capital Management | 6.1k | $605k | -1% | Mar 2024 |
|
H D Vest Advisory Services | 6.0k | $594k | -18% | Mar 2024 |
|
Mercer Global Advisors | 6.0k | $539k | -31% | Dec 2023 |
|
Walkner Condon Financial Advisors | 6.0k | $592k | 0% | Mar 2024 |
|
Captrust Financial Advisors | 5.8k | $521k | -63% | Dec 2023 |
|
HFG Advisors | 5.7k | $567k | -6% | Mar 2024 |
|
Advisory Services Network | 5.5k | $545k | -9% | 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 |
|
Eukles Asset Management | 4.9k | $443k | -12% | Dec 2023 |
|
Buck Wealth Strategies | 4.8k | $480k | 100% | Mar 2024 |
|
Venture Visionary Partners | 4.6k | $412k | 0% | Dec 2023 |
|
SRS Capital Advisors | 4.4k | $397k | -7% | Dec 2023 |
|
Insigneo Advisory Services | 4.3k | $388k | 0% | Dec 2023 |
|
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 |
|
Independent Wealth Network | 3.8k | $377k | -1% | Mar 2024 |
|
Financial Advisory Service | 3.8k | $377k | 0% | Mar 2024 |
|
Hanson McClain Advisors | 3.8k | $374k | -2% | Mar 2024 |
|
Apollon Financial | 3.7k | $370k | 100% | Mar 2024 |
|
Icon Wealth Advisors | 3.6k | $325k | 100% | Dec 2023 |
|
Darren Munn | 3.5k | $352k | 0% | 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 |
|
Sand Hill Advisors | 3.0k | $275k | 0% | Dec 2023 |
|
Nbc Securities | 3.0k | $311k | -14% | Mar 2024 |
|
Mattern Capital Management | 3.0k | $273k | 0% | Dec 2023 |
|
Imprint Wealth | 3.0k | $295k | 20% | Mar 2024 |
|
Apeiron RIA | 3.0k | $294k | 0% | Mar 2024 |
|
Snowden Capital Advisors | 3.0k | $267k | 0% | Dec 2023 |
|
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 | $206k | -8% | Dec 2023 |
|
Insight Advisors, LLC/ PA | 2.3k | $225k | 0% | Mar 2024 |
|
Pinnacle Wealth Planning Services | 2.3k | $223k | 0% | Mar 2024 |
|
Good Life Advisors | 2.2k | $217k | 100% | Mar 2024 |
|
SpiderRock Advisors | 2.1k | $201k | 100% | Mar 2024 |
|
Ellis Investment Partners | 2.0k | $202k | 100% | Mar 2024 |
|
IAG Wealth Partners | 2.0k | $200k | 0% | Mar 2024 |
|
Citigroup | 1.7k | $164k | 0% | Mar 2024 |
|
Assetmark | 1.6k | $154k | -3% | Mar 2024 |
|
Principal Securities | 1.6k | $140k | 100% | Dec 2023 |
|
IFP Advisors | 1.5k | $135k | 0% | Dec 2023 |
|
Tradition Wealth Management | 1.3k | $114k | 0% | Dec 2023 |
|
Proequities | 1.2k | $117M | 0% | Mar 2024 |
|
Nelson, Van Denburg & Campbell Wealth Management | 1.1k | $110k | 125% | Mar 2024 |
|
Indiana Trust & Investment Management | 1.1k | $109k | 100% | Mar 2024 |
|
GHP Investment Advisors | 725.00 | $72k | 0% | Mar 2024 |
|
ICA Group Wealth Management | 693.00 | $62k | 100% | Dec 2023 |
|
Partnership Wealth Management | 584.00 | $58k | 0% | Mar 2024 |
|
Beacon Capital Management | 545.00 | $44k | 0% | Dec 2023 |
|
Stephens Consulting | 454.00 | $45k | 0% | Mar 2024 |
|
Scarborough Advisors | 413.00 | $37k | 100% | Dec 2023 |
|
Global Retirement Partners | 404.00 | $40k | -32% | Mar 2024 |
|
Hazlett, Burt & Watson | 271.00 | $27k | 0% | Mar 2024 |
|
Larson Financial Group | 243.00 | $24k | 0% | Mar 2024 |
|
Compass Wealth Management | 238.00 | $24k | 0% | Mar 2024 |
|
Pineridge Advisors | 164.00 | $15k | 100% | Dec 2023 |
|
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 |
Foundry Financial Group | Dec 2023 | 6.8k | $613k |
RPg Family Wealth Advisory | Sep 2023 | 6.5k | $524k |
Virtu Financial | Sep 2023 | 5.0k | $403k |
Peterson Financial Group | Dec 2023 | 3.8k | $340k |
Thoroughbred Financial Services | Dec 2023 | 2.6k | $232k |
IFG Advisory | Dec 2023 | 2.2k | $201k |