First Trust Large Cap Core AFEXETF
13F holders, Q1 2025 (March 31)197holders −14
7new positions
16sold out
$102.18avg. 13F price*
At the end of Q1 2025, 197 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, down 14 from Q4 2024. 7 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($121.3M), LPL Financial LLC ($99.7M) and Wells Fargo & Company ($54.7M).
- Company
- First Trust Large Cap Core A
- CUSIP
- 33734K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.4M |
| Exits | 16 | $7.3M |
All 13F filers, Q4 2024 → Q1 2025: 540,837 shares bought and 213,567 shares sold, net +327,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Morgan Stanley | 0.01% | Reduce -1.2% | 1,183,500 | $121.3M |
| LPL Financial LLC | 0.04% | Add +1.7% | 973,149 | $99.7M |
| Wells Fargo & Company | 0.01% | Add +13.8% | 533,857 | $54.7M |
| Janney Montgomery Scott LLC | 0.15% | Add +1.4% | 516,176 | $52.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 296,546 | $30.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +154.2% | 259,575 | $26.6M |
| Osaic Holdings, Inc. | 0.05% | Add +28.3% | 219,683 | $22.5M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 216,403 | $22.2M |
| UBS Group AG | 0.00% | Reduce -2.9% | 214,807 | $22.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.1% | 214,492 | $22.0M |
| HBK Sorce Advisory LLC | 0.55% | Add +4.2% | 183,894 | $18.8M |
| AssuredPartners Investment Advisors, LLC | 3.26% | Add +9.5% | 164,824 | $16.9M |
| Truist Financial Corp. | 0.03% | Reduce -0.3% | 162,476 | $16.6M |
| Silver Oak Securities, Incorporated | 1.37% | Add +0.4% | 143,993 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 130,570 | $13.4M |
| Strategic Blueprint, LLC | 0.60% | Add +10.8% | 107,076 | $11.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.1% | 91,943 | $9.4M |
| Cetera Investment Advisers | 0.02% | Reduce -1.2% | 88,033 | $9.0M |
| Triumph Capital Management | 2.82% | Add +0.5% | 82,513 | $8.5M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -12.7% | 76,135 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1444.1% | 68,853 | $7.1M |
| US Bancorp \de | 0.01% | Add +0.7% | 63,807 | $6.5M |
| Great Valley Advisor Group, Inc. | 0.14% | Reduce -2.4% | 63,435 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 56,813 | $5.8M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -1.4% | 56,125 | $5.7M |
| Benjamin Edwards Inc. | 0.07% | Add +9.8% | 50,687 | $5.2M |
| First Trust Advisors LP | 0.00% | Reduce -1.4% | 49,641 | $5.1M |
| Secure Asset Management, LLC | 0.88% | Reduce -0.4% | 42,611 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.5% | 40,029 | $4.1M |
| Flow Traders U.S. LLC | 0.14% | New | 32,462 | $3.3M |
| Coppell Advisory Solutions LLC | 0.45% | Reduce -47.9% | 32,261 | $3.2M |
| KPP Advisory Services LLC | 0.56% | Reduce -2.0% | 28,917 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.5% | 28,187 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.0% | 26,649 | $2.7M |
| Creative Planning | 0.00% | Add +374.9% | 25,479 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.3% | 25,070 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.9% | 22,806 | $2.3M |
| Keystone Wealth Services, LLC | 0.61% | No change | 22,157 | $2.3M |
| &partners | 0.02% | Add +1.7% | 21,995 | $2.2M |
| TCFG Wealth Management, LLC | 1.13% | Add +0.0% | 21,797 | $2.2M |
| PKS Advisory Services, LLC | 0.54% | Add +430.8% | 36,325 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.2% | 18,312 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +35.6% | 17,824 | $1.8M |
| Arkadios Wealth Advisors | 0.07% | Add +29.6% | 17,785 | $1.8M |
| Belpointe Asset Management LLC | 0.09% | Reduce -5.1% | 17,540 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.4% | 17,181 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Add +20.2% | 16,090 | $1.6M |
| Focus Financial Network, Inc. | 0.07% | Reduce -0.2% | 16,025 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 15,422 | $1.6M |
| Potentia Wealth | 0.73% | Reduce -4.9% | 15,293 | $1.6M |
| Atlanta Consulting Group Advisors, LLC | 0.45% | No change | 15,049 | $1.5M |
| Golden State Wealth Management, LLC | 0.22% | Reduce -3.1% | 14,593 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +0.5% | 13,667 | $1.4M |
| Comerica Bank | 0.01% | Add +1.3% | 12,913 | $1.3M |
| EPG Wealth Management LLC | 0.37% | Reduce -8.1% | 12,786 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.66% | Reduce -2.8% | 12,758 | $1.3M |
| Summit Financial, LLC | 0.04% | Add +49.9% | 12,703 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.13% | Reduce -4.1% | 12,147 | $1.2M |
| Morey & Quinn Wealth Partners, LLC | 1.03% | Add +0.0% | 12,121 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Reduce -3.4% | 11,955 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.37% | Reduce -0.2% | 11,143 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.1% | 11,138 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -12.7% | 11,006 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 10,933 | $1.1M |
| Wedmont Private Capital | 0.06% | New | 11,679 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 10,649 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -0.1% | 10,539 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -0.1% | 10,247 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.7% | 10,145 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 10,117 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.8% | 10,044 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -3.5% | 9,886 | $1.0M |
| Rik Saylor Financial, Inc. | 0.86% | Reduce -2.0% | 9,526 | $976K |
| MML Investors Services, LLC | 0.00% | Reduce -6.2% | 9,227 | $945K |
| Park National Corp. | 0.03% | Reduce -5.5% | 9,135 | $936K |
| Farrell Financial LLC | 0.65% | Reduce -2.5% | 8,659 | $887K |
| Financial Advocates Investment Management | 0.06% | Reduce -13.4% | 8,369 | $857K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 7,829 | $802K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -12.7% | 7,821 | $801K |
| Cozad Asset Management Inc. | 0.08% | Reduce -3.2% | 7,571 | $776K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 7,228 | $741K |
| Jane Street Group, LLC | 0.00% | Reduce -6.4% | 7,032 | $720K |
| Sterling Investment Advisors, Ltd. | 0.16% | Reduce -2.9% | 6,634 | $680K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.2% | 6,634 | $680K |
| Jones Financial Companies LLLP | 0.00% | Add +70.8% | 6,476 | $659K |
| Arkos Global Advisors | 0.10% | No change | 6,414 | $657K |
| FMR LLC | 0.00% | Add +8.0% | 6,230 | $638K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.6% | 6,101 | $625K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.9% | 5,906 | $605K |
| IHT Wealth Management, LLC | 0.02% | Add +0.2% | 5,852 | $600K |
| Prospera Financial Services Inc | 0.01% | Add +2.1% | 5,844 | $599K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -41.5% | 5,757 | $595K |
| Independent Wealth Network Inc. | 0.23% | Add +2.5% | 5,679 | $582K |
| HFG Advisors, Inc. | 0.47% | Reduce -5.1% | 5,424 | $556K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.1% | 5,300 | $543K |
| Walkner Condon Financial Advisors LLC | 0.11% | No change | 5,284 | $541K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 5,154 | $528K |
| Regal Investment Advisors LLC | 0.04% | Reduce -3.6% | 5,108 | $523K |
| Arax Advisory Partners | 0.03% | Reduce -22.9% | 5,103 | $523K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 4,929 | $505K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -1.5% | 4,907 | $503K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.5% | 4,870 | $499K |
| Sebold Capital Management, Inc. | 0.33% | No change | 4,857 | $498K |
| RDA Financial Network | 0.14% | Reduce -2.4% | 4,599 | $471K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +80.2% | 4,581 | $469K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,574 | $469K |
| Cwm, LLC | 0.00% | No change | 4,360 | $447K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 4,302 | $441K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 4,247 | $435K |
| Apollon Financial, LLC | 0.10% | No change | 4,180 | $428K |
| Sargent Investment Group, LLC | 0.07% | No change | 4,165 | $427K |
| Proactive Wealth Strategies LLC | 0.22% | Reduce -5.2% | 4,107 | $421K |
| Richmond Investment Services, LLC | 0.23% | No change | 4,091 | $419K |
| Nova Wealth Management, Inc. | 0.36% | Add +0.1% | 4,031 | $413K |
| Fortis Capital Advisors, LLC | 0.08% | No change | 4,000 | $410K |
| Mariner, LLC | 0.00% | Add +4.5% | 3,941 | $404K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,900 | $400K |
| HB Wealth Management, LLC | 0.00% | Reduce -39.3% | 3,863 | $396K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 3,800 | $389K |
| Allworth Financial LP | 0.00% | Add +4.8% | 3,787 | $377K |
| Element Wealth, LLC | 0.20% | Reduce -2.6% | 3,601 | $369K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 3,600 | $369K |
| Camelot Portfolios, LLC | 0.23% | Add +0.3% | 3,567 | $365K |
| Bordeaux Wealth Advisors LLC | 0.07% | No change | 3,560 | $365K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +28.7% | 3,454 | $354K |
| Two Sigma Securities, LLC | 0.05% | New | 3,437 | $352K |
| Blue Trust, Inc. | 0.00% | No change | 3,419 | $350K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.8% | 3,395 | $348K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.1% | 3,373 | $346K |
| Mission Wealth Management, LP | 0.01% | Reduce -12.8% | 3,330 | $341K |
| RPg Family Wealth Advisory, LLC | 0.10% | New | 3,320 | $340K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,301 | $338K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,300 | $338K |
| Merit Financial Group, LLC | 0.01% | Add +0.1% | 3,298 | $338K |
| Tidemark, LLC | 0.12% | No change | 3,142 | $322K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,138 | $322K |
| Perigon Wealth Management, LLC | 0.01% | No change | 3,125 | $320K |
| ForthRight Wealth Management, LLC | 0.11% | No change | 3,103 | $318K |
| Mattern Capital Management, LLC | 0.04% | No change | 3,032 | $311K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.3% | 3,019 | $309K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 2,960 | $303K |
| Lanark Financial, Inc. | 0.03% | — | 2,876 | $294K |
| Private Trust Co. NA | 0.03% | No change | 2,844 | $291K |
| Apeiron RIA LLC | 0.09% | Reduce -1.7% | 2,842 | $291K |
| Financial Partners Group, Inc | 0.04% | Add +0.1% | 2,781 | $285K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.1% | 2,731 | $280K |
| Tanglewood Legacy Advisors, LLC | 0.12% | Reduce -15.8% | 2,670 | $274K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,669 | $273K |
| Rathbones Group PLC | 0.00% | Reduce -4.3% | 2,664 | $273K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 2,639 | $270K |
| Spire Wealth Management | 0.01% | Reduce -1.4% | 2,631 | $270K |
| Eukles Asset Management | 0.12% | Reduce -1.9% | 2,631 | $270K |
| Three Seasons Wealth, LLC | 0.13% | Reduce -10.0% | 2,587 | $265K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,536 | $260K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 2,506 | $257K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -2.0% | 2,418 | $248K |
| Ignite Planners, LLC | 0.05% | New | 2,400 | $241K |
| ABLE Financial Group, LLC | 0.07% | Reduce -1.1% | 2,334 | $239K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,301 | $236K |
| Insight Advisors, LLC/ PA | 0.04% | Add +0.5% | 2,285 | $234K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,250 | $231K |
| HM Payson & Co. | 0.00% | No change | 2,137 | $219K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 2,109 | $216K |
| Neuberger Berman Group LLC | 0.00% | Reduce -28.3% | 2,100 | $215K |
| Good Life Advisors, LLC | 0.02% | Add +0.1% | 2,089 | $214K |
| Mgo One Seven LLC | 0.01% | No change | 2,049 | $210K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.4% | 2,039 | $209K |
| BlackRock, Inc. | 0.00% | Reduce -2.4% | 2,039 | $209K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,000 | $205K |
| Western Wealth Management, LLC | 0.01% | Reduce -20.1% | 1,993 | $204K |
| IAG Wealth Partners, LLC | 0.03% | No change | 1,987 | $204K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 1,986 | $203K |
| MAI Capital Management | 0.00% | No change | 1,738 | $178K |
| Citigroup Inc. | 0.00% | No change | 1,655 | $170K |
| Principal Securities, Inc. | 0.00% | No change | 1,578 | $165K |
| Quest 10 Wealth Builders, Inc. | 0.16% | Reduce -38.1% | 1,457 | $149K |
| Assetmark, Inc. | 0.00% | Reduce -16.0% | 1,442 | $148K |
| Colonial Trust Advisors | 0.01% | No change | 670 | $69K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.3% | 630 | $65K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 550 | $56K |
| Beacon Capital Management, LLC | 0.01% | Add +0.4% | 543 | $56K |
| Stephens Consulting, LLC | 0.01% | Add +0.4% | 460 | $47K |
| Millstone Evans Group, LLC | 0.03% | New | 411 | $42K |
| Hurley Capital, LLC | 0.03% | No change | 325 | $33K |
| Russell Investments Group, Ltd. | 0.00% | No change | 300 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.4% | 274 | $28K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 246 | $25K |
| Compass Wealth Management LLC | 0.01% | No change | 238 | $24K |
| Hopwood Financial Services, Inc. | 0.02% | No change | 225 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $18K |
| Bernard Wealth Management Corp. | 0.01% | No change | 178 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 158 | $16K |
| Sandy Spring Bank | 0.00% | No change | 150 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 135 | $14K |
| Farther Finance Advisors, LLC | 0.00% | New | 123 | $13K |
| Kozak & Associates, Inc. | 0.00% | No change | 112 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 65 | $7K |
"% 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.