First Trust Large Cap Core AFEXETF
13F holders, Q4 2024 (December 31)211holders +8
10new positions
10sold out
1famous investor
$104.33avg. 13F price*
At the end of Q4 2024, 211 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, up 8 from Q3 2024. 10 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($125.0M), LPL Financial LLC ($99.8M) and Janney Montgomery Scott LLC ($53.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.4M |
| Exits | 10 | $3.6M |
All 13F filers, Q3 2024 → Q4 2024: 460,161 shares bought and 166,609 shares sold, net +293,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Morgan Stanley | 0.01% | Add +16.4% | 1,198,321 | $125.0M |
| LPL Financial LLC | 0.04% | Add +21.0% | 957,043 | $99.8M |
| Janney Montgomery Scott LLC | 0.15% | Add +1.2% | 509,143 | $53.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 468,992 | $48.9M |
| Raymond James Financial Inc. | 0.01% | — | 287,954 | $30.0M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 225,099 | $23.5M |
| UBS Group AG | 0.01% | Reduce -5.9% | 221,259 | $23.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.5% | 208,072 | $21.7M |
| HBK Sorce Advisory LLC | 0.56% | Reduce -1.3% | 176,547 | $18.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.0% | 171,267 | $17.9M |
| Truist Financial Corp. | 0.03% | Reduce -0.7% | 162,971 | $17.0M |
| AssuredPartners Investment Advisors, LLC | 3.06% | — | 150,474 | $15.7M |
| Silver Oak Securities, Incorporated | 1.39% | Reduce -1.7% | 143,388 | $15.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 134,229 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.8% | 102,123 | $10.7M |
| Strategic Blueprint, LLC | 0.60% | Add +6.0% | 96,675 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.8% | 92,030 | $9.6M |
| Cetera Investment Advisers | 0.02% | Reduce -1.0% | 89,109 | $9.3M |
| Kingsview Wealth Management, LLC | 0.18% | Reduce -10.9% | 87,217 | $9.1M |
| Triumph Capital Management | 2.93% | Add +0.2% | 82,140 | $8.6M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -2.3% | 64,996 | $6.8M |
| US Bancorp \de | 0.01% | Add +0.3% | 63,354 | $6.6M |
| Coppell Advisory Solutions LLC | 0.90% | Reduce -1.1% | 61,876 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 58,715 | $6.1M |
| Chicago Partners Investment Group LLC | 0.20% | Add +0.1% | 56,929 | $6.0M |
| First Trust Advisors LP | 0.00% | Reduce -4.6% | 50,342 | $5.3M |
| Benjamin Edwards Inc. | 0.07% | Reduce -7.9% | 46,178 | $4.8M |
| Secure Asset Management, LLC | 0.68% | Add +2.9% | 42,769 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -8.3% | 37,251 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.7% | 32,279 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +184.2% | 30,458 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.7% | 28,313 | $3.1M |
| KPP Advisory Services LLC | 0.73% | Add +3.0% | 29,502 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Add +0.6% | 27,479 | $2.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.2% | 23,254 | $2.4M |
| Keystone Wealth Services, LLC | 0.61% | Reduce -2.6% | 22,157 | $2.3M |
| &partners | 0.03% | Add +52.0% | 21,623 | $2.3M |
| TCFG Wealth Management, LLC | 1.15% | Reduce 0.0% | 21,793 | $2.3M |
| LVZ, Inc. | 0.28% | Reduce -0.7% | 21,306 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.3% | 18,963 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.8% | 18,722 | $2.0M |
| Belpointe Asset Management LLC | 0.11% | No change | 18,484 | $1.9M |
| Citadel Advisors | 0.00% | Add +35.3% | 16,265 | $1.7M |
| Potentia Wealth | 0.75% | — | 16,076 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Reduce -0.2% | 16,059 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +252.2% | 15,421 | $1.6M |
| Golden State Wealth Management, LLC | 0.24% | — | 15,062 | $1.6M |
| Atlanta Consulting Group Advisors, LLC | 0.58% | No change | 15,049 | $1.6M |
| EPG Wealth Management LLC | 0.38% | Reduce -3.0% | 13,911 | $1.5M |
| Arkadios Wealth Advisors | 0.08% | Add +109.9% | 13,722 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +0.1% | 13,603 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.0% | 13,389 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 13,144 | $1.4M |
| Wetzel Investment Advisors, Inc. | 0.68% | Reduce -6.1% | 13,124 | $1.4M |
| Comerica Bank | 0.01% | Add +0.1% | 12,751 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.13% | Reduce -5.1% | 12,666 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 12,606 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Reduce -5.7% | 12,379 | $1.3M |
| Morey & Quinn Wealth Partners, LLC | 1.07% | — | 12,120 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.4% | 11,376 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +14.2% | 11,268 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.39% | Reduce -4.6% | 11,163 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -29.2% | 11,013 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Add +41.5% | 10,550 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -3.2% | 10,254 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +8.0% | 10,239 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -9.4% | 10,220 | $1.1M |
| Ancora Advisors LLC | 0.02% | No change | 10,117 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +65.8% | 9,840 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -3.3% | 9,835 | $1.0M |
| Rik Saylor Financial, Inc. | 0.94% | — | 9,716 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +5.9% | 9,677 | $1.0M |
| Park National Corp. | 0.04% | Reduce -0.8% | 9,670 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Reduce -40.5% | 9,669 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.5% | 8,963 | $935K |
| Farrell Financial LLC | 0.66% | Reduce -7.2% | 8,883 | $926K |
| Summit Financial, LLC | 0.03% | Reduce -0.2% | 8,473 | $884K |
| NorthCoast Asset Management LLC | 0.00% | New | 7,826 | $816K |
| Cozad Asset Management Inc. | 0.08% | Reduce -2.2% | 7,824 | $816K |
| Jane Street Group, LLC | 0.00% | Reduce -44.8% | 7,516 | $784K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 7,212 | $752K |
| PKS Advisory Services, LLC | 0.18% | — | 6,844 | $714K |
| Sterling Investment Advisors, Ltd. | 0.17% | Reduce -2.8% | 6,834 | $713K |
| Arax Advisory Partners | 0.04% | Add +49.4% | 6,616 | $690K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.9% | 6,601 | $688K |
| Arkos Global Advisors | 0.10% | No change | 6,414 | $669K |
| HB Wealth Management, LLC | 0.01% | No change | 6,365 | $664K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.1% | 6,143 | $641K |
| USAdvisors Wealth Management, LLC | 0.21% | Reduce -16.4% | 6,058 | $632K |
| IHT Wealth Management, LLC | 0.02% | Reduce -17.8% | 5,841 | $609K |
| FMR LLC | 0.00% | Add +15.5% | 5,771 | $602K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.1% | 5,721 | $597K |
| HFG Advisors, Inc. | 0.52% | No change | 5,713 | $596K |
| Independent Wealth Network Inc. | 0.23% | Add +36.2% | 5,540 | $578K |
| Advisory Services Network, LLC | 0.01% | Add +1.0% | 5,524 | $576K |
| Creative Planning | 0.00% | Add +4.3% | 5,365 | $560K |
| Regal Investment Advisors LLC | 0.04% | Add +0.1% | 5,297 | $552K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -5.8% | 5,284 | $551K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 5,154 | $538K |
| WealthPlan Investment Management, LLC | 0.05% | New | 4,983 | $520K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.9% | 4,945 | $516K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.5% | 4,918 | $513K |
| Sebold Capital Management, Inc. | 0.34% | Add +0.3% | 4,857 | $507K |
| RDA Financial Network | 0.14% | Reduce -1.5% | 4,711 | $491K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,574 | $477K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 4,459 | $465K |
| Cwm, LLC | 0.00% | No change | 4,360 | $455K |
| Proactive Wealth Strategies LLC | 0.24% | Add +0.4% | 4,334 | $452K |
| Insigneo Advisory Services, LLC | 0.05% | Add +4.9% | 4,300 | $448K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 4,299 | $448K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 4,244 | $443K |
| Apollon Financial, LLC | 0.11% | Add +12.1% | 4,180 | $436K |
| Sargent Investment Group, LLC | 0.07% | No change | 4,165 | $435K |
| Richmond Investment Services, LLC | 0.24% | — | 4,091 | $427K |
| Nova Wealth Management, Inc. | 0.36% | — | 4,025 | $420K |
| Fortis Capital Advisors, LLC | 0.14% | No change | 4,000 | $410K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,900 | $407K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 3,848 | $401K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.5% | 3,820 | $398K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 3,800 | $396K |
| Jones Financial Companies LLLP | 0.00% | Add +261.8% | 3,792 | $395K |
| Allworth Financial LP | 0.00% | No change | 3,613 | $394K |
| Mariner, LLC | 0.00% | Reduce -4.1% | 3,770 | $393K |
| Element Wealth, LLC | 0.20% | Reduce -2.7% | 3,699 | $386K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 3,600 | $375K |
| Bordeaux Wealth Advisors LLC | 0.06% | No change | 3,560 | $371K |
| Camelot Portfolios, LLC | 0.40% | Add +0.4% | 3,556 | $371K |
| Modern Wealth Management, LLC | 0.01% | Reduce -7.0% | 3,444 | $359K |
| Blue Trust, Inc. | 0.00% | No change | 3,419 | $357K |
| Triton Wealth Management, PLLC | 0.18% | No change | 3,250 | $353K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -78.0% | 3,301 | $344K |
| HUB Investment Partners, LLC | 0.01% | New | 3,300 | $344K |
| Merit Financial Group, LLC | 0.01% | Add +6.2% | 3,295 | $344K |
| Independent Advisor Alliance | 0.00% | New | 3,239 | $338K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.6% | 3,125 | $337K |
| GeoWealth Management, LLC | 0.01% | Add +1040.6% | 3,228 | $337K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,217 | $336K |
| Tanglewood Legacy Advisors, LLC | 0.14% | Add +0.4% | 3,173 | $331K |
| Sigma Planning Corp | 0.01% | Reduce -4.4% | 3,152 | $329K |
| Tidemark, LLC | 0.13% | Reduce -0.7% | 3,142 | $328K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,138 | $327K |
| ForthRight Wealth Management, LLC | 0.11% | Reduce -5.0% | 3,103 | $324K |
| Mattern Capital Management, LLC | 0.04% | No change | 3,032 | $316K |
| Householder Group Estate & Retirement Specialist, LLC | 0.23% | No change | 3,018 | $314K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.4% | 3,009 | $314K |
| Elevation Capital Advisory, LLC | 0.13% | New | 2,964 | $309K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,959 | $309K |
| Neuberger Berman Group LLC | 0.00% | New | 2,930 | $306K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -43.2% | 2,902 | $303K |
| Apeiron RIA LLC | 0.08% | No change | 2,892 | $302K |
| Three Seasons Wealth, LLC | 0.15% | Add +10.6% | 2,875 | $300K |
| Private Trust Co. NA | 0.03% | No change | 2,844 | $297K |
| Rathbones Group PLC | 0.00% | Add +0.4% | 2,783 | $290K |
| Financial Partners Group, Inc | 0.04% | Add +0.2% | 2,777 | $290K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.2% | 2,727 | $284K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 2,684 | $280K |
| Eukles Asset Management | 0.12% | Reduce -4.6% | 2,683 | $280K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,669 | $278K |
| Spire Wealth Management | 0.01% | Reduce -4.8% | 2,669 | $278K |
| IFP Advisors, Inc | 0.01% | Add +0.2% | 2,635 | $275K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -28.7% | 2,542 | $265K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 2,536 | $264K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -4.2% | 2,506 | $261K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.3% | 2,496 | $260K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 2,468 | $257K |
| ABLE Financial Group, LLC | 0.07% | Reduce -0.4% | 2,361 | $246K |
| Quest 10 Wealth Builders, Inc. | 0.24% | — | 2,354 | $246K |
| World Equity Group, Inc. | 0.05% | Reduce -10.1% | 2,308 | $241K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,301 | $240K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 2,274 | $238K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 2,250 | $235K |
| HM Payson & Co. | 0.00% | Reduce -2.0% | 2,137 | $223K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 2,109 | $220K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,089 | $218K |
| BlackRock, Inc. | 0.00% | New | 2,089 | $218K |
| Good Life Advisors, LLC | 0.02% | Reduce -50.2% | 2,087 | $218K |
| Mgo One Seven LLC | 0.01% | No change | 2,049 | $214K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,000 | $209K |
| IAG Wealth Partners, LLC | 0.04% | No change | 1,987 | $207K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 1,986 | $207K |
| MAI Capital Management | 0.00% | New | 1,738 | $181K |
| Assetmark, Inc. | 0.00% | Add +2.5% | 1,717 | $179K |
| Citigroup Inc. | 0.00% | No change | 1,655 | $173K |
| Principal Securities, Inc. | 0.00% | No change | 1,578 | $165K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -3.4% | 1,058 | $116K |
| Colonial Trust Advisors | 0.01% | No change | 670 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.5% | 628 | $65K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -50.0% | 550 | $57K |
| Beacon Capital Management, LLC | 0.01% | Add +0.4% | 541 | $56K |
| Avior Wealth Management, LLC | 0.00% | No change | 494 | $52K |
| Stephens Consulting, LLC | 0.01% | Add +0.2% | 458 | $48K |
| Global Retirement Partners, LLC | 0.00% | No change | 404 | $42K |
| Hurley Capital, LLC | 0.03% | — | 325 | $34K |
| Russell Investments Group, Ltd. | 0.00% | No change | 300 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.4% | 273 | $29K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 245 | $26K |
| Compass Wealth Management LLC | 0.01% | No change | 238 | $25K |
| Hopwood Financial Services, Inc. | 0.02% | — | 225 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $19K |
| Bernard Wealth Management Corp. | 0.01% | — | 178 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 158 | $17K |
| Sandy Spring Bank | 0.00% | No change | 150 | $16K |
| Tucker Asset Management LLC | 0.00% | Add +134.5% | 136 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 134 | $14K |
| Quadrant Capital Group LLC | 0.00% | No change | 120 | $13K |
| Kozak & Associates, Inc. | 0.00% | Add +0.9% | 112 | $12K |
| AlphaMark Advisors, LLC | 0.00% | No change | 90 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 69 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 65 | $7K |
| Synergy Asset Management, LLC | 0.00% | New | 12 | $1K |
| Lanark Financial, Inc. | 0.03% | — | 2 | $299 |
"% 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.