First Trust Large Cap Core AFEXETF
13F holders, Q2 2026 (June 30)242holders +13
18new positions
8sold out
2famous investors
$139.69avg. 13F price*
At the end of Q2 2026, 242 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, up 13 from Q1 2026. 18 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($148.9M), LPL Financial LLC ($108.9M) and Janney Montgomery Scott LLC ($71.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Large Cap Core A
- CUSIP
- 33734K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.8M |
| Exits | 8 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 739,936 shares bought and 485,186 shares sold, net +254,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| Morgan Stanley | 0.01% | Add +0.5% | 1,064,684 | $148.9M |
| LPL Financial LLC | 0.02% | Reduce -20.0% | 778,330 | $108.9M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -0.4% | 509,390 | $71.3M |
| Wells Fargo & Company | 0.01% | Reduce -10.7% | 479,180 | $67.0M |
| Raymond James Financial Inc. | 0.01% | Add +6.4% | 268,371 | $37.5M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 224,857 | $31.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.0% | 217,999 | $30.5M |
| Modern Wealth Management, LLC | 0.36% | Add +11857.9% | 212,851 | $29.8M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 185,960 | $26.0M |
| UBS Group AG | 0.00% | Reduce -0.0% | 184,252 | $25.8M |
| Osaic Holdings, Inc. | 0.03% | Add +42.4% | 175,394 | $24.5M |
| HBK Sorce Advisory LLC | 0.47% | Reduce -1.6% | 174,191 | $24.3M |
| Truist Financial Corp. | 0.03% | Add +3.8% | 156,941 | $22.0M |
| Crusonia Wealth Advisors LLC | 3.03% | Reduce -0.1% | 132,071 | $18.5M |
| &partners | 0.08% | Add +143.5% | 137,868 | $18.5M |
| Silver Oak Securities, Incorporated | 1.12% | Reduce -2.0% | 131,869 | $18.4M |
| Private Advisor Group, LLC | 0.08% | Add +39.8% | 130,523 | $18.3M |
| Cetera Investment Advisers | 0.02% | Add +2.1% | 120,610 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.1% | 86,559 | $12.1M |
| Elevation Capital Advisory, LLC | 4.57% | Add +72.2% | 84,534 | $11.8M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +7.3% | 66,153 | $9.3M |
| Kingsview Wealth Management, LLC | 0.10% | Add +0.8% | 61,448 | $8.6M |
| BIP Wealth, LLC | 0.24% | Reduce -52.5% | 60,352 | $8.4M |
| Ameritas Advisory Services, LLC | 0.17% | Add +1168.7% | 60,274 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -34.9% | 59,848 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Add +93.9% | 59,540 | $8.3M |
| US Bancorp \de | 0.01% | Reduce -7.0% | 57,599 | $8.1M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -1.0% | 54,293 | $7.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.7% | 47,635 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.7% | 48,559 | $6.7M |
| Triumph Capital Management | 1.18% | Reduce -9.9% | 46,672 | $6.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.7% | 46,437 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.6% | 42,213 | $5.9M |
| MML Investors Services, LLC | 0.01% | Add +367.3% | 34,990 | $4.9M |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 32,844 | $4.6M |
| KPP Advisory Services LLC | 0.54% | Add +0.8% | 30,188 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.2% | 28,585 | $4.0M |
| D.A. Davidson & Co. | 0.02% | Add +5.0% | 26,078 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +11.6% | 25,934 | $3.6M |
| GTS Securities LLC | 0.07% | New | 25,392 | $3.6M |
| TCFG Investment Advisors, LLC | 1.02% | Reduce -0.1% | 21,490 | $3.0M |
| Keystone Wealth Services, LLC | 0.52% | No change | 20,181 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 17,004 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 16,158 | $2.3M |
| Belpointe Asset Management LLC | 0.07% | Reduce -0.5% | 16,135 | $2.3M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Reduce -5.9% | 15,877 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -50.2% | 15,645 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | New | 15,476 | $2.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -7.9% | 15,402 | $2.2M |
| Atlanta Consulting Group Advisors, LLC | 0.33% | No change | 15,049 | $2.1M |
| Focus Financial Network, Inc. | 0.06% | Reduce -0.3% | 14,735 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 14,593 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +3.1% | 14,019 | $2.0M |
| Hershey Financial Advisers, LLC | 1.29% | Reduce -3.1% | 12,816 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +35.9% | 12,635 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +0.0% | 12,390 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.3% | 12,332 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 12,115 | $1.7M |
| Summit Financial, LLC | 0.02% | Add +2.2% | 12,103 | $1.7M |
| Creative Planning | 0.00% | Reduce -23.1% | 11,907 | $1.7M |
| Morey & Quinn Wealth Partners, LLC | 1.07% | Reduce -0.8% | 11,907 | $1.7M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -2.9% | 11,859 | $1.7M |
| Harbour Investments, Inc. | 0.02% | Add +3.1% | 11,738 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.8% | 11,514 | $1.6M |
| Wedmont Private Capital | 0.04% | No change | 11,679 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -30.5% | 11,426 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.4% | 11,349 | $1.6M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.6% | 10,585 | $1.5M |
| Kaydan Wealth Management, Inc. | 0.45% | Reduce -0.5% | 10,572 | $1.5M |
| Fiduciary Financial Advisors | 0.15% | New | 10,476 | $1.5M |
| FMR LLC | 0.00% | Add +10.9% | 10,419 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -2.2% | 10,187 | $1.4M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -1.7% | 10,040 | $1.4M |
| Rik Saylor Financial, Inc. | 0.87% | Reduce -0.0% | 9,370 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.45% | Reduce -1.3% | 9,345 | $1.3M |
| Ancora Advisors LLC | 0.02% | Reduce -7.2% | 8,970 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.1% | 8,745 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 8,766 | $1.2M |
| Arax Advisory Partners | 0.01% | Add +71.8% | 8,698 | $1.2M |
| Farrell Financial LLC | 0.64% | Add +0.0% | 8,511 | $1.2M |
| Park National Corp. | 0.03% | Reduce -2.0% | 8,140 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -63.3% | 8,111 | $1.1M |
| Cozad Asset Management Inc. | 0.07% | No change | 7,365 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 7,172 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 7,053 | $986K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +8.1% | 6,842 | $957K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.9% | 6,828 | $955K |
| Proactive Wealth Strategies LLC | 0.14% | Add +0.2% | 6,403 | $895K |
| Sterling Investment Advisors, Ltd. | 0.15% | No change | 6,314 | $883K |
| Transamerica Financial Advisors, LLC | 0.07% | Reduce -6.9% | 6,103 | $854K |
| Virtu Financial LLC | 0.02% | Add +7.4% | 5,628 | $787K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 5,490 | $768K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.0% | 5,454 | $763K |
| HRT Financial LP | 0.00% | New | 5,405 | $756K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.9% | 5,353 | $749K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -2.8% | 5,167 | $723K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.7% | 5,100 | $713K |
| Geneos Wealth Management Inc. | 0.01% | Add +101.8% | 4,866 | $681K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.6% | 4,840 | $677K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 4,745 | $664K |
"% of holder's portfolio" is FEX's weight in each manager's 13F, not the share of First Trust Large Cap Core A the manager owns.