First Trust Large Cap Core AFEXETF
13F holders, Q2 2024 (June 30)199holders +3
17new positions
13sold out
1famous investor
$97.27avg. 13F price*
At the end of Q2 2024, 199 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, up 3 from Q1 2024. 17 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($98.5M), LPL Financial LLC ($77.0M) and Wells Fargo & Company ($57.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.2M |
| Exits | 13 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 340,905 shares bought and 214,732 shares sold, net +126,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 199 holders
| Morgan Stanley | 0.01% | Reduce -3.4% | 1,015,306 | $98.5M |
| LPL Financial LLC | 0.04% | Reduce -2.4% | 793,590 | $77.0M |
| Wells Fargo & Company | 0.01% | Add +24.0% | 594,852 | $57.7M |
| Janney Montgomery Scott LLC | 0.14% | Add +3.3% | 486,470 | $47.2M |
| UBS Group AG | 0.01% | Reduce -3.3% | 251,518 | $24.4M |
| Bank of America Corp. | 0.00% | Add +3.4% | 230,231 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.2% | 204,299 | $19.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.7% | 193,416 | $18.8M |
| HBK Sorce Advisory LLC | 0.63% | Add +1.6% | 185,036 | $17.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -2.3% | 181,137 | $17.6M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -5.4% | 175,267 | $17.0M |
| Truist Financial Corp. | 0.02% | Reduce 0.0% | 164,523 | $16.0M |
| Raymond James & Associates | 0.01% | Reduce -0.8% | 154,056 | $14.9M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 153,873 | $14.9M |
| Silver Oak Securities, Incorporated | 2.10% | Reduce -0.1% | 144,614 | $14.0M |
| Cetera Investment Advisers | 0.02% | Add +9.0% | 101,328 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.3% | 98,598 | $9.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -1.1% | 98,223 | $9.5M |
| Triumph Capital Management | 3.11% | Add +3.9% | 81,985 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.6% | 80,355 | $7.8M |
| Strategic Blueprint, LLC | 0.52% | Add +5.1% | 78,661 | $7.6M |
| Great Valley Advisor Group, Inc. | 0.18% | Reduce -0.2% | 66,856 | $6.5M |
| Coppell Advisory Solutions LLC | 1.03% | — | 64,157 | $6.2M |
| US Bancorp \de | 0.01% | Add +5.5% | 62,703 | $6.1M |
| Chicago Partners Investment Group LLC | 0.22% | Reduce -1.4% | 56,371 | $5.6M |
| First Trust Advisors LP | 0.01% | Reduce -3.3% | 52,606 | $5.1M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +344.9% | 49,718 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +2.8% | 47,413 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.5% | 40,853 | $4.0M |
| Secure Asset Management, LLC | 0.75% | Reduce -2.1% | 40,547 | $3.9M |
| Arrow Investment Advisors, LLC | 3.25% | New | 36,765 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -15.7% | 30,851 | $3.0M |
| KPP Advisory Services LLC | 0.74% | Reduce -0.5% | 28,654 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | — | 27,997 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.6% | 27,418 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +1.7% | 24,463 | $2.4M |
| Keystone Wealth Services, LLC | 0.71% | Reduce -4.3% | 23,572 | $2.3M |
| Dorsey Wright & Associates | 0.57% | New | 22,810 | $2.2M |
| LVZ, Inc. | 0.28% | Reduce -2.5% | 21,214 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.6% | 20,304 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.6% | 20,061 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +22.3% | 17,775 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | Add +11.8% | 17,774 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Reduce -18.9% | 16,710 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.8% | 15,563 | $1.5M |
| Financial Advocates Investment Management | 0.09% | Add +0.0% | 15,488 | $1.5M |
| Atlanta Consulting Group Advisors, LLC | 0.31% | No change | 15,049 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.15% | No change | 15,026 | $1.5M |
| Wetzel Investment Advisors, Inc. | 0.83% | Add +1.2% | 14,513 | $1.4M |
| Transamerica Financial Advisors, LLC | 0.15% | No change | 14,810 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -3.5% | 14,692 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Reduce -0.1% | 13,763 | $1.3M |
| Comerica Bank | 0.01% | Add +0.0% | 13,089 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -1.1% | 12,873 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.3% | 12,635 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 12,620 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.42% | Reduce -0.1% | 12,242 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.1% | 11,255 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.1% | 10,661 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -5.0% | 10,472 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -0.5% | 10,317 | $1.0M |
| Kowal Investment Group, LLC | 0.20% | Add +0.0% | 10,228 | $992K |
| Atria Investments, Inc | 0.01% | New | 10,186 | $988K |
| Harbour Investments, Inc. | 0.03% | Reduce -10.1% | 10,117 | $981K |
| Farrell Financial LLC | 0.76% | Add +0.3% | 10,019 | $972K |
| Park National Corp. | 0.04% | Reduce -34.7% | 9,750 | $946K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.1% | 9,731 | $944K |
| Gladstone Institutional Advisory LLC | 0.05% | No change | 9,439 | $915K |
| 1776 Wealth LLC | 0.40% | Add +4.9% | 6,447 | $895K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.3% | 9,010 | $874K |
| Summit Financial, LLC | 0.04% | Reduce -12.1% | 8,635 | $837K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.4% | 8,480 | $822K |
| Cozad Asset Management Inc. | 0.08% | No change | 8,196 | $795K |
| Sigma Planning Corp | 0.03% | Reduce -4.5% | 8,160 | $791K |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.4% | 7,647 | $742K |
| Creative Planning | 0.00% | Reduce -11.3% | 7,374 | $715K |
| USAdvisors Wealth Management, LLC | 0.25% | Reduce -10.4% | 7,242 | $702K |
| Lido Advisors, LLC | 0.01% | Add +0.2% | 7,172 | $696K |
| ForthRight Wealth Management, LLC | 0.25% | No change | 7,166 | $695K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -3.2% | 7,052 | $684K |
| Sterling Investment Advisors, Ltd. | 0.18% | Reduce -4.1% | 7,034 | $682K |
| RDA Financial Network | 0.22% | Reduce -32.1% | 6,892 | $668K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,801 | $660K |
| OneDigital Investment Advisors LLC | 0.01% | New | 6,546 | $635K |
| Arkos Global Advisors | 0.10% | No change | 6,418 | $622K |
| HB Wealth Management, LLC | 0.01% | Reduce -8.5% | 6,365 | $617K |
| IHT Wealth Management, LLC | 0.02% | Add +0.2% | 5,962 | $578K |
| Sebold Capital Management, Inc. | 0.38% | Reduce -5.9% | 5,739 | $557K |
| HFG Advisors, Inc. | 0.52% | No change | 5,713 | $554K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.5% | 5,620 | $546K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -5.8% | 5,615 | $545K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 5,467 | $530K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.9% | 5,392 | $523K |
| Regal Investment Advisors LLC | 0.03% | Add +0.0% | 5,293 | $513K |
| VestGen Investment Management | 0.15% | New | 5,268 | $511K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 5,154 | $500K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.0% | 5,125 | $497K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 5,075 | $492K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 5,041 | $489K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,795 | $465K |
"% 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.