First Trust Large Cap Core AFEXETF
13F holders, Q1 2024 (March 31)196holders
1famous investor
$99.16avg. 13F price*
At the end of Q1 2024, 196 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings. The largest holders were Morgan Stanley ($104.3M), LPL Financial LLC ($80.7M) and Wells Fargo & Company ($47.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $10.2M |
| Exits | 6 | $2.0M |
Ownership 196 holders
| Morgan Stanley | 0.01% | Reduce -6.0% | 1,051,228 | $104.3M |
| LPL Financial LLC | 0.04% | Add +4.2% | 813,098 | $80.7M |
| Wells Fargo & Company | 0.01% | Reduce -5.9% | 479,610 | $47.6M |
| Janney Montgomery Scott LLC | 0.14% | Add +0.7% | 471,075 | $46.8M |
| UBS Group AG | 0.01% | Add +0.3% | 260,107 | $25.8M |
| Bank of America Corp. | 0.00% | Add +15.3% | 222,658 | $22.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.7% | 206,713 | $20.5M |
| Osaic Holdings, Inc. | 0.04% | Add +33.0% | 200,762 | $19.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -3.5% | 185,484 | $18.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +31.4% | 185,278 | $18.4M |
| HBK Sorce Advisory LLC | 0.64% | Add +10.4% | 182,102 | $18.1M |
| Truist Financial Corp. | 0.02% | Reduce -5.2% | 164,528 | $16.3M |
| Raymond James & Associates | 0.01% | Add +26.1% | 155,237 | $15.4M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 150,631 | $14.9M |
| Silver Oak Securities, Incorporated | 2.20% | Reduce -16.7% | 144,715 | $14.4M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.7% | 99,369 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.7% | 98,284 | $9.8M |
| Cetera Investment Advisers | 0.02% | Add +37.5% | 92,954 | $9.2M |
| Triumph Capital Management | 3.18% | Add +11.8% | 78,940 | $7.8M |
| Strategic Blueprint, LLC | 0.53% | Add +17.8% | 74,815 | $7.4M |
| Coppell Advisory Solutions Corp. | 1.34% | — | 71,399 | $7.1M |
| Great Valley Advisor Group, Inc. | 0.20% | Reduce -2.0% | 66,972 | $6.6M |
| US Bancorp \de | 0.01% | Reduce -1.0% | 59,442 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.4% | 57,962 | $5.8M |
| Chicago Partners Investment Group LLC | 0.23% | Add +1.0% | 57,165 | $5.5M |
| First Trust Advisors LP | 0.01% | Add +34.3% | 54,381 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +14.4% | 46,114 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.3% | 41,884 | $4.2M |
| Secure Asset Management, LLC | 0.97% | Reduce -4.8% | 41,405 | $4.1M |
| Citadel Advisors | 0.00% | Add +14.1% | 36,597 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 36,182 | $3.6M |
| KPP Advisory Services LLC | 0.78% | New | 28,811 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -9.2% | 27,571 | $2.7M |
| Keystone Wealth Services, LLC | 0.79% | Reduce -2.5% | 24,621 | $2.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.0% | 24,061 | $2.4M |
| LVZ, Inc. | 0.29% | Add +82.6% | 21,762 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +21.3% | 21,280 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | — | 20,605 | $1.9M |
| Belpointe Asset Management LLC | 0.12% | Add +102.0% | 15,899 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 15,844 | $1.6M |
| Financial Advocates Investment Management | 0.09% | Reduce -2.3% | 15,486 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -34.1% | 15,230 | $1.5M |
| EPG Wealth Management LLC | 0.37% | Add +0.2% | 15,199 | $1.5M |
| Atlanta Consulting Group Advisors, LLC | 0.52% | — | 15,049 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.16% | Reduce -0.3% | 15,026 | $1.5M |
| Park National Corp. | 0.06% | Reduce -2.9% | 14,936 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.15% | Add +54.7% | 14,810 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 14,529 | $1.4M |
| Centaurus Financial, Inc. | 0.10% | Reduce -0.4% | 13,783 | $1.4M |
| Wetzel Investment Advisors, Inc. | 0.79% | Reduce -3.9% | 14,335 | $1.3M |
| Comerica Bank | 0.01% | Reduce -2.9% | 13,085 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +150.1% | 13,022 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.4% | 12,807 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +14.6% | 12,620 | $1.3M |
| Iams Wealth Management, LLC | 0.76% | Add +49.6% | 13,197 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.41% | Reduce -1.8% | 12,252 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.0% | 11,374 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Add +55.2% | 11,258 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -1.2% | 11,174 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -8.3% | 11,017 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -5.7% | 10,546 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 10,369 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.9% | 10,250 | $1.0M |
| Kowal Investment Group, LLC | 0.22% | Add +0.0% | 10,224 | $1.0M |
| RDA Financial Network | 0.35% | Reduce -25.6% | 10,149 | $1.0M |
| Farrell Financial LLC | 0.81% | Add +1.0% | 9,993 | $992K |
| Summit Financial, LLC | 0.06% | Add +70.0% | 9,821 | $975K |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 9,790 | $972K |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -1.7% | 9,439 | $937K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.5% | 9,226 | $916K |
| Sigma Planning Corp | 0.03% | Add +122.6% | 8,548 | $848K |
| Creative Planning | 0.00% | Add +0.1% | 8,318 | $825K |
| Cozad Asset Management Inc. | 0.08% | Add +0.0% | 8,196 | $813K |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 8,168 | $811K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +0.1% | 8,087 | $800K |
| Sterling Investment Advisors, Ltd. | 0.20% | Add +0.3% | 7,334 | $728K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -5.6% | 7,284 | $723K |
| ForthRight Wealth Management, LLC | 0.26% | No change | 7,166 | $711K |
| Lido Advisors, LLC | 0.01% | New | 7,158 | $710K |
| HB Wealth Management, LLC | 0.01% | No change | 6,958 | $691K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,801 | $675K |
| Tidemark, LLC | 0.37% | Reduce -26.9% | 6,685 | $663K |
| Arkos Global Advisors | 0.11% | No change | 6,418 | $637K |
| GTS Securities LLC | 0.02% | New | 6,326 | $628K |
| 1776 Wealth LLC | 0.29% | No change | 6,147 | $610K |
| Sebold Capital Management, Inc. | 0.41% | Reduce -0.8% | 6,097 | $605K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -18.3% | 5,988 | $594K |
| Walkner Condon Financial Advisors LLC | 0.13% | No change | 5,963 | $592K |
| IHT Wealth Management, LLC | 0.02% | Reduce -20.3% | 5,951 | $591K |
| Prospera Financial Services Inc | 0.02% | Reduce -24.0% | 5,764 | $572K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.7% | 5,759 | $572K |
| HFG Advisors, Inc. | 0.50% | Reduce -5.9% | 5,713 | $567K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.1% | 5,491 | $545K |
| Regal Investment Advisors LLC | 0.04% | Add +0.0% | 5,291 | $525K |
| Captrust Financial Advisors | 0.00% | Reduce -9.6% | 5,222 | $518K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 5,154 | $511K |
| Cwm, LLC | 0.00% | Add +2.0% | 5,090 | $505K |
| Daymark Wealth Partners, LLC | 0.03% | No change | 5,041 | $500K |
| Buck Wealth Strategies, LLC | 0.16% | New | 4,833 | $480K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.9% | 4,795 | $476K |
"% 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.