First Trust Large Cap Core AFEXETF
13F holders, Q2 2025 (June 30)209holders +12
20new positions
12sold out
1famous investor
$109.99avg. 13F price*
At the end of Q2 2025, 209 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, up 12 from Q1 2025. 20 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($128.0M), LPL Financial LLC ($108.4M) and Janney Montgomery Scott LLC ($57.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.1M |
| Exits | 12 | $10.1M |
All 13F filers, Q1 2025 → Q2 2025: 272,749 shares bought and 627,240 shares sold, net −354,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Morgan Stanley | 0.01% | Reduce -1.6% | 1,164,312 | $128.0M |
| LPL Financial LLC | 0.04% | Add +1.3% | 985,530 | $108.4M |
| Janney Montgomery Scott LLC | 0.15% | Add +1.4% | 523,437 | $57.6M |
| Wells Fargo & Company | 0.01% | Reduce -5.0% | 507,035 | $55.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.8% | 279,205 | $30.7M |
| Osaic Holdings, Inc. | 0.04% | Add +3.6% | 227,585 | $25.0M |
| Bank of America Corp. | 0.00% | Add +4.9% | 226,970 | $25.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.9% | 216,333 | $23.8M |
| UBS Group AG | 0.00% | Reduce -8.2% | 197,167 | $21.7M |
| HBK Sorce Advisory LLC | 0.55% | Add +0.8% | 185,300 | $20.4M |
| Truist Financial Corp. | 0.03% | Add +1.8% | 165,332 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +21.5% | 158,631 | $17.4M |
| Silver Oak Securities, Incorporated | 1.27% | Reduce -3.5% | 138,979 | $15.3M |
| Cetera Investment Advisers | 0.02% | Add +24.3% | 109,398 | $12.0M |
| Strategic Blueprint, LLC | 0.56% | Reduce -3.5% | 103,364 | $11.4M |
| Private Advisor Group, LLC | 0.06% | Add +2.2% | 93,986 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -65.9% | 88,525 | $9.7M |
| Triumph Capital Management | 2.74% | Add +0.6% | 82,967 | $9.1M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -3.3% | 73,603 | $8.1M |
| US Bancorp \de | 0.01% | Add +5.8% | 67,531 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.2% | 66,631 | $7.3M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -1.1% | 62,763 | $6.9M |
| Chicago Partners Investment Group LLC | 0.18% | Reduce -0.6% | 55,784 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 56,049 | $6.2M |
| &partners | 0.04% | Add +138.9% | 52,546 | $5.8M |
| Flow Traders U.S. LLC | 0.21% | Add +57.8% | 51,239 | $5.6M |
| First Trust Advisors LP | 0.00% | Reduce -2.1% | 48,613 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 40,202 | $4.4M |
| KPP Advisory Services LLC | 0.56% | Add +7.2% | 30,992 | $3.4M |
| Citadel Advisors | 0.00% | New | 29,527 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | Reduce -43.0% | 28,913 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.0% | 28,461 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.9% | 26,149 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.1% | 23,783 | $2.6M |
| Virtu Financial LLC | 0.13% | New | 23,660 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.2% | 22,311 | $2.5M |
| Keystone Wealth Services, LLC | 0.59% | Reduce -0.3% | 22,101 | $2.4M |
| TCFG Wealth Management, LLC | 1.09% | Reduce -0.3% | 21,738 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.51% | Reduce -88.5% | 18,922 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 18,088 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.3% | 17,917 | $2.0M |
| Arkadios Wealth Advisors | 0.06% | Add +0.2% | 17,822 | $2.0M |
| Belpointe Asset Management LLC | 0.08% | No change | 17,540 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +7.0% | 17,225 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +4.9% | 16,173 | $1.8M |
| Old Mission Capital LLC | 0.05% | New | 15,940 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Reduce -0.7% | 15,917 | $1.8M |
| Coppell Advisory Solutions LLC | 0.21% | Reduce -50.8% | 15,871 | $1.7M |
| Creative Planning | 0.00% | Reduce -40.6% | 15,137 | $1.7M |
| Atlanta Consulting Group Advisors, LLC | 0.45% | No change | 15,049 | $1.7M |
| RiverTree Advisors, LLC | 1.08% | New | 14,639 | $1.6M |
| Golden State Wealth Management, LLC | 0.19% | Reduce -2.8% | 14,180 | $1.6M |
| Hershey Financial Advisers, LLC | 1.39% | — | 14,167 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -25.1% | 13,346 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -3.6% | 13,181 | $1.4M |
| Summit Financial, LLC | 0.03% | Add +2.8% | 13,056 | $1.4M |
| Comerica Bank | 0.01% | Reduce -0.6% | 12,842 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +27.6% | 12,617 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 1.07% | No change | 12,121 | $1.3M |
| Potentia Wealth | 0.76% | Reduce -21.1% | 12,070 | $1.3M |
| Wedmont Private Capital | 0.06% | No change | 11,679 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.12% | Reduce -4.5% | 11,603 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.0% | 11,253 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Reduce -7.3% | 11,085 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.40% | Reduce -0.6% | 11,080 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 11,006 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | No change | 10,933 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +64.6% | 10,919 | $1.2M |
| Prosperity Consulting Group, LLC | 0.09% | Add +0.9% | 10,637 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 10,217 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -1.5% | 9,967 | $1.1M |
| Wetzel Investment Advisors, Inc. | 0.50% | Reduce -22.7% | 9,861 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.0% | 9,839 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.0% | 9,746 | $1.1M |
| Rik Saylor Financial, Inc. | 0.80% | Reduce -0.7% | 9,456 | $1.0M |
| Park National Corp. | 0.03% | Reduce -2.0% | 8,955 | $985K |
| MML Investors Services, LLC | 0.00% | Reduce -5.8% | 8,689 | $955K |
| Farrell Financial LLC | 0.64% | Add +0.2% | 8,680 | $954K |
| FMR LLC | 0.00% | Add +35.3% | 8,430 | $927K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 7,831 | $861K |
| Cozad Asset Management Inc. | 0.07% | No change | 7,571 | $833K |
| Richmond Investment Services, LLC | 0.17% | Add +81.9% | 7,440 | $818K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 7,241 | $796K |
| Jones Financial Companies LLLP | 0.00% | Add +11.0% | 7,191 | $784K |
| Sterling Investment Advisors, Ltd. | 0.16% | Add +0.2% | 6,649 | $731K |
| NewEdge Advisors, LLC | 0.00% | Add +27.5% | 6,284 | $691K |
| Advisory Services Network, LLC | 0.01% | Add +16.6% | 6,179 | $691K |
| Arkos Global Advisors | 0.09% | Reduce -3.5% | 6,188 | $680K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,101 | $671K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 5,902 | $649K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.2% | 5,772 | $635K |
| Independent Wealth Network Inc. | 0.23% | Add +1.1% | 5,741 | $631K |
| Sebold Capital Management, Inc. | 0.37% | Add +13.2% | 5,497 | $604K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -0.2% | 5,273 | $580K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 5,154 | $567K |
| Arax Advisory Partners | 0.03% | Add +0.3% | 5,119 | $563K |
| Regal Investment Advisors LLC | 0.04% | Add +0.0% | 5,110 | $562K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 4,870 | $536K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -1.3% | 4,845 | $533K |
| HFG Advisors, Inc. | 0.42% | Reduce -11.5% | 4,799 | $528K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -55.0% | 4,611 | $507K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,574 | $503K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.9% | 4,571 | $503K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 4,304 | $473K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 4,275 | $470K |
| Sargent Investment Group, LLC | 0.06% | No change | 4,165 | $466K |
| Proactive Wealth Strategies LLC | 0.21% | Add +0.2% | 4,117 | $453K |
| Nova Wealth Management, Inc. | 0.33% | Add +0.1% | 4,035 | $444K |
| Apollon Financial, LLC | 0.09% | Reduce -4.2% | 4,006 | $441K |
| Fortis Capital Advisors, LLC | 0.08% | No change | 4,000 | $440K |
| Gateway Wealth Partners, LLC | 0.08% | New | 3,922 | $431K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.7% | 3,921 | $431K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,900 | $429K |
| Mariner, LLC | 0.00% | Reduce -1.2% | 3,895 | $428K |
| Allworth Financial LP | 0.00% | Add +2.2% | 3,869 | $425K |
| Financial Advocates Investment Management | 0.03% | Reduce -54.3% | 3,827 | $421K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -0.4% | 3,784 | $416K |
| RDA Financial Network | 0.11% | Reduce -18.9% | 3,729 | $410K |
| Element Wealth, LLC | 0.18% | No change | 3,601 | $396K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 3,600 | $396K |
| Bordeaux Wealth Advisors LLC | 0.05% | No change | 3,560 | $391K |
| Camelot Portfolios, LLC | 0.23% | Reduce -0.6% | 3,545 | $390K |
| HB Wealth Management, LLC | 0.00% | Reduce -10.0% | 3,477 | $382K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 3,458 | $380K |
| Blue Trust, Inc. | 0.00% | No change | 3,419 | $376K |
| Triton Wealth Management, PLLC | 0.16% | — | 3,259 | $367K |
| Mission Wealth Management, LP | 0.01% | No change | 3,330 | $366K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.5% | 3,323 | $365K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,301 | $363K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.0% | 3,231 | $355K |
| Savant Capital, LLC | 0.00% | New | 3,141 | $345K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,138 | $345K |
| Perigon Wealth Management, LLC | 0.01% | No change | 3,125 | $344K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 3,058 | $336K |
| Mattern Capital Management, LLC | 0.04% | No change | 3,032 | $333K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.2% | 3,026 | $333K |
| Tidemark, LLC | 0.11% | Reduce -4.1% | 3,014 | $331K |
| Lanark Financial, Inc. | 0.03% | Add +3.2% | 2,969 | $326K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.0% | 2,959 | $325K |
| ForthRight Wealth Management, LLC | 0.10% | Reduce -8.1% | 2,853 | $314K |
| Private Trust Co. NA | 0.03% | No change | 2,844 | $313K |
| Apeiron RIA LLC | 0.08% | No change | 2,842 | $313K |
| Financial Partners Group, Inc | 0.04% | Add +0.1% | 2,784 | $306K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.1% | 2,735 | $301K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,669 | $293K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 2,642 | $290K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -66.2% | 2,641 | $290K |
| Eukles Asset Management | 0.12% | No change | 2,631 | $289K |
| Tanglewood Legacy Advisors, LLC | 0.12% | Reduce -2.7% | 2,597 | $286K |
| Three Seasons Wealth, LLC | 0.03% | No change | 2,587 | $284K |
| Rathbones Group PLC | 0.00% | Reduce -7.1% | 2,476 | $272K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -2.2% | 2,450 | $269K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.9% | 2,436 | $268K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -2.7% | 2,353 | $259K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,301 | $257K |
| Insight Advisors, LLC/ PA | 0.04% | Add +0.2% | 2,289 | $252K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +15.1% | 2,286 | $251K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,250 | $247K |
| ABLE Financial Group, LLC | 0.06% | Reduce -4.2% | 2,237 | $246K |
| Winebrenner Capital Management LLC | 0.19% | New | 2,166 | $238K |
| HM Payson & Co. | 0.00% | No change | 2,137 | $235K |
| BlueChip Wealth Advisors LLC | 0.10% | No change | 2,109 | $232K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,100 | $231K |
| Mgo One Seven LLC | 0.01% | No change | 2,049 | $225K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,039 | $224K |
| BlackRock, Inc. | 0.00% | No change | 2,039 | $224K |
| Milestones Private Investment Advisors LLC | 0.17% | — | 2,033 | $224K |
| Good Life Advisors, LLC | 0.01% | Reduce -3.1% | 2,024 | $223K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,015 | $222K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,000 | $220K |
| IAG Wealth Partners, LLC | 0.03% | No change | 1,987 | $218K |
| Bessemer Group Inc. | 0.00% | New | 1,984 | $218K |
| IFG Advisory, LLC | 0.01% | New | 1,883 | $207K |
| MAI Capital Management | 0.00% | No change | 1,738 | $191K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -70.3% | 1,708 | $188K |
| Principal Securities, Inc. | 0.00% | No change | 1,578 | $174K |
| Quest 10 Wealth Builders, Inc. | 0.16% | No change | 1,457 | $160K |
| Assetmark, Inc. | 0.00% | Reduce -9.8% | 1,301 | $143K |
| Spire Wealth Management | 0.00% | Reduce -58.6% | 1,089 | $120K |
| Colonial Trust Advisors | 0.01% | No change | 670 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.0% | 505 | $56K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -10.9% | 490 | $54K |
| MPWM Advisory Solutions, LLC | 0.03% | New | 475 | $52K |
| Stephens Consulting, LLC | 0.01% | Add +0.2% | 461 | $51K |
| Millstone Evans Group, LLC | 0.03% | No change | 411 | $45K |
| Global Retirement Partners, LLC | 0.00% | — | 404 | $44K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -40.3% | 376 | $41K |
| Hurley Capital, LLC | 0.03% | No change | 325 | $36K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 314 | $35K |
| Hantz Financial Services, Inc. | 0.00% | New | 306 | $34K |
| Scarborough Advisors, LLC | 0.01% | New | 306 | $34K |
| Russell Investments Group, Ltd. | 0.00% | No change | 300 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.4% | 275 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 246 | $27K |
| Beacon Capital Management, LLC | 0.00% | Reduce -54.7% | 246 | $27K |
| Alerus Financial NA | 0.00% | New | 244 | $27K |
| Hopwood Financial Services, Inc. | 0.02% | No change | 225 | $25K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | New | 150 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.6% | 135 | $15K |
| Trust Co. of Toledo NA | 0.00% | New | 129 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 123 | $14K |
| Brooklyn Investment Group | 0.00% | New | 120 | $13K |
| Kozak & Associates, Inc. | 0.00% | No change | 112 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 100 | $11K |
| Sunbelt Securities, Inc. | 0.00% | New | 70 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 65 | $7K |
| AdvisorNet Financial, Inc | 0.00% | New | 19 | $2K |
"% 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.