First Trust Large Cap Core AFEXETF
13F holders, Q3 2025 (September 30)209holders
11new positions
9sold out
2famous investors
$116.78avg. 13F price*
At the end of Q3 2025, 209 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, unchanged from Q2 2025. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($132.0M), LPL Financial LLC ($117.6M) and Janney Montgomery Scott LLC ($59.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.3M |
| Exits | 9 | $3.8M |
All 13F filers, Q2 2025 → Q3 2025: 154,520 shares bought and 243,988 shares sold, net −89,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Morgan Stanley | 0.01% | Reduce -3.0% | 1,129,820 | $132.0M |
| LPL Financial LLC | 0.03% | Add +2.2% | 1,007,091 | $117.6M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -2.7% | 509,453 | $59.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 503,266 | $58.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.1% | 278,827 | $32.6M |
| Bank of America Corp. | 0.00% | Add +0.8% | 228,883 | $26.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -2.3% | 222,347 | $25.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.0% | 216,382 | $25.3M |
| UBS Group AG | 0.00% | Add +3.2% | 203,482 | $23.8M |
| HBK Sorce Advisory LLC | 0.54% | Reduce -0.3% | 184,764 | $21.5M |
| Royal Bank of Canada | 0.00% | Add +8.1% | 171,441 | $20.0M |
| Truist Financial Corp. | 0.03% | Add +3.1% | 170,531 | $19.9M |
| Silver Oak Securities, Incorporated | 1.36% | Add +11.8% | 155,310 | $18.1M |
| Strategic Blueprint, LLC | 0.66% | Add +26.1% | 130,323 | $15.2M |
| Cetera Investment Advisers | 0.02% | Add +4.8% | 114,678 | $13.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.1% | 92,037 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.8% | 86,905 | $10.2M |
| US Bancorp \de | 0.01% | Add +5.2% | 71,064 | $8.3M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -3.8% | 70,813 | $8.3M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -0.0% | 62,753 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.5% | 61,618 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 56,344 | $6.6M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -0.7% | 55,409 | $6.5M |
| &partners | 0.04% | Add +3.9% | 54,583 | $6.4M |
| Triumph Capital Management | 1.68% | Reduce -35.9% | 53,192 | $6.2M |
| First Trust Advisors LP | 0.00% | Reduce -1.3% | 47,988 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 40,055 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.5% | 38,171 | $4.5M |
| KPP Advisory Services LLC | 0.55% | Add +1.6% | 31,478 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.4% | 28,579 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.8% | 25,941 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -11.6% | 25,550 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -21.9% | 23,049 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 22,261 | $2.6M |
| Keystone Wealth Services, LLC | 0.55% | Reduce -1.6% | 21,751 | $2.5M |
| TCFG Wealth Management, LLC | 1.00% | Reduce -0.3% | 21,673 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +7.8% | 19,508 | $2.3M |
| Arkadios Wealth Advisors | 0.05% | Reduce -1.2% | 17,603 | $2.1M |
| Belpointe Asset Management LLC | 0.08% | No change | 17,540 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.2% | 17,435 | $2.0M |
| AssuredPartners Investment Advisors, LLC | 0.45% | Reduce -9.3% | 17,166 | $2.0M |
| Creative Planning | 0.00% | Add +7.1% | 16,215 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 16,174 | $1.9M |
| Coppell Advisory Solutions LLC | 0.20% | Reduce -0.2% | 15,836 | $1.8M |
| Atlanta Consulting Group Advisors, LLC | 0.43% | No change | 15,049 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Reduce -5.7% | 15,003 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +34.7% | 14,705 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 13,499 | $1.6M |
| Summit Financial, LLC | 0.02% | Add +2.0% | 13,321 | $1.6M |
| Golden State Wealth Management, LLC | 0.17% | Reduce -6.3% | 13,293 | $1.6M |
| Comerica Bank | 0.01% | Add +1.7% | 13,060 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -31.2% | 12,332 | $1.4M |
| Arax Advisory Partners | 0.02% | Add +141.2% | 12,349 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 1.04% | No change | 12,121 | $1.4M |
| RiverTree Advisors, LLC | 0.89% | Reduce -18.4% | 11,941 | $1.4M |
| Wedmont Private Capital | 0.05% | No change | 11,679 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -12.4% | 11,544 | $1.3M |
| Potentia Wealth | 0.50% | Reduce -6.6% | 11,274 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Add +0.2% | 11,110 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.11% | Reduce -5.8% | 10,933 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 10,933 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.7% | 10,929 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.36% | Reduce -2.2% | 10,841 | $1.3M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -1.3% | 10,504 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.6% | 10,399 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -18.4% | 10,302 | $1.2M |
| Ancora Advisors LLC | 0.02% | No change | 9,967 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.0% | 9,936 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 9,813 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 9,769 | $1.1M |
| Wetzel Investment Advisors, Inc. | 0.48% | Reduce -1.9% | 9,679 | $1.1M |
| Rik Saylor Financial, Inc. | 0.80% | Reduce -0.9% | 9,368 | $1.1M |
| Hershey Financial Advisers, LLC | 0.88% | Reduce -37.8% | 8,811 | $1.0M |
| Farrell Financial LLC | 0.64% | Add +0.0% | 8,683 | $1.0M |
| FMR LLC | 0.00% | Add +1.0% | 8,517 | $995K |
| MML Investors Services, LLC | 0.00% | Reduce -3.6% | 8,378 | $979K |
| Park National Corp. | 0.03% | Reduce -7.3% | 8,305 | $970K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 7,834 | $915K |
| Virtu Financial LLC | 0.05% | Reduce -68.0% | 7,578 | $885K |
| Cozad Asset Management Inc. | 0.07% | Add +0.0% | 7,572 | $885K |
| Richmond Investment Services, LLC | 0.16% | Reduce -0.0% | 7,438 | $869K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 7,257 | $848K |
| Jones Financial Companies LLLP | 0.00% | Add +0.8% | 7,252 | $843K |
| Independent Wealth Network Inc. | 0.26% | Add +20.1% | 6,892 | $805K |
| Sterling Investment Advisors, Ltd. | 0.15% | No change | 6,649 | $777K |
| Prospera Financial Services Inc | 0.01% | Add +8.5% | 6,265 | $732K |
| Advisory Services Network, LLC | 0.01% | Add +0.5% | 6,208 | $725K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,101 | $713K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.6% | 5,684 | $664K |
| WealthPlan Investment Management, LLC | 0.04% | Add +10.5% | 5,355 | $626K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -0.2% | 5,262 | $615K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.8% | 5,203 | $608K |
| Regal Investment Advisors LLC | 0.04% | Add +0.0% | 5,111 | $597K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 4,870 | $569K |
| HFG Advisors, Inc. | 0.41% | No change | 4,799 | $561K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.5% | 4,587 | $536K |
| IHT Wealth Management, LLC | 0.01% | Add +0.2% | 4,579 | $535K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,574 | $534K |
| Arkos Global Advisors | 0.07% | Reduce -29.1% | 4,389 | $513K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 4,307 | $503K |
| Cwm, LLC | 0.00% | Reduce -2.6% | 4,164 | $486K |
| Apollon Financial, LLC | 0.08% | Add +0.1% | 4,008 | $468K |
| Fortis Capital Advisors, LLC | 0.07% | No change | 4,000 | $467K |
| Nova Wealth Management, Inc. | 0.32% | Reduce -2.8% | 3,924 | $458K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 3,923 | $458K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,900 | $456K |
| Mariner, LLC | 0.00% | No change | 3,895 | $455K |
| Allworth Financial LP | 0.00% | No change | 3,869 | $452K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 3,784 | $442K |
| RDA Financial Network | 0.10% | Reduce -2.7% | 3,628 | $424K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -7.6% | 3,623 | $423K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 3,600 | $421K |
| Element Wealth, LLC | 0.18% | Reduce -0.8% | 3,574 | $418K |
| IFS Group,LLC | 0.37% | — | 3,560 | $417K |
| HB Wealth Management, LLC | 0.00% | No change | 3,477 | $406K |
| Sigma Planning Corp | 0.01% | New | 3,466 | $405K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.5% | 3,440 | $402K |
| Blue Trust, Inc. | 0.00% | No change | 3,419 | $399K |
| Mission Wealth Management, LP | 0.01% | No change | 3,330 | $389K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,301 | $386K |
| Triton Wealth Management, PLLC | 0.14% | Reduce -1.1% | 3,223 | $378K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,233 | $378K |
| Proactive Wealth Strategies LLC | 0.16% | Reduce -22.9% | 3,176 | $371K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 3,145 | $367K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,138 | $367K |
| Perigon Wealth Management, LLC | 0.01% | No change | 3,125 | $365K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +16.5% | 3,110 | $363K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 3,060 | $358K |
| RPg Family Wealth Advisory, LLC | 0.08% | New | 3,044 | $356K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.3% | 3,034 | $354K |
| Mattern Capital Management, LLC | 0.04% | No change | 3,032 | $354K |
| Tidemark, LLC | 0.10% | No change | 3,014 | $352K |
| Equitable Holdings, Inc. | 0.00% | New | 2,988 | $349K |
| Lanark Financial, Inc. | 0.03% | Add +0.2% | 2,974 | $347K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 2,960 | $346K |
| AQR Capital Management | 0.00% | New | 2,933 | $343K |
| ForthRight Wealth Management, LLC | 0.10% | No change | 2,853 | $333K |
| Private Trust Co. NA | 0.03% | No change | 2,844 | $332K |
| Apeiron RIA LLC | 0.07% | No change | 2,842 | $328K |
| Financial Partners Group, Inc | 0.04% | Add +0.1% | 2,787 | $326K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.1% | 2,739 | $320K |
| Flow Traders U.S. LLC | 0.01% | Reduce -94.7% | 2,726 | $318K |
| Modern Wealth Management, LLC | 0.01% | Reduce -19.3% | 2,682 | $313K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 2,644 | $309K |
| Eukles Asset Management | 0.12% | No change | 2,631 | $307K |
| Three Seasons Wealth, LLC | 0.03% | No change | 2,587 | $302K |
| Tanglewood Legacy Advisors, LLC | 0.12% | Reduce -1.6% | 2,556 | $299K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 2,437 | $285K |
| Rathbones Group PLC | 0.00% | Reduce -3.3% | 2,395 | $280K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.8% | 2,349 | $274K |
| Insight Advisors, LLC/ PA | 0.04% | Add +0.2% | 2,293 | $268K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,301 | $268K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -4.3% | 2,253 | $263K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,250 | $263K |
| ABLE Financial Group, LLC | 0.06% | No change | 2,237 | $261K |
| Winebrenner Capital Management LLC | 0.18% | Add +0.1% | 2,167 | $253K |
| HM Payson & Co. | 0.00% | No change | 2,137 | $250K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 2,109 | $246K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,100 | $245K |
| Mgo One Seven LLC | 0.01% | No change | 2,049 | $239K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,039 | $238K |
| BlackRock, Inc. | 0.00% | No change | 2,039 | $238K |
| Milestones Private Investment Advisors LLC | 0.16% | No change | 2,033 | $237K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,000 | $234K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.1% | 1,992 | $233K |
| IAG Wealth Partners, LLC | 0.03% | No change | 1,987 | $232K |
| Bessemer Group Inc. | 0.00% | No change | 1,984 | $232K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -19.9% | 1,963 | $229K |
| IFG Advisory, LLC | 0.01% | Add +0.3% | 1,888 | $221K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,803 | $211K |
| D.B. Root & Company, LLC | 0.05% | New | 1,770 | $207K |
| Peterson Wealth Advisors, LLC | 0.03% | New | 1,752 | $205K |
| Principal Securities, Inc. | 0.00% | No change | 1,578 | $184K |
| Assetmark, Inc. | 0.00% | Add +12.1% | 1,458 | $170K |
| Quest 10 Wealth Builders, Inc. | 0.16% | No change | 1,457 | $170K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -19.5% | 1,375 | $161K |
| Spire Wealth Management | 0.00% | Add +0.1% | 1,090 | $127K |
| Colonial Trust Advisors | 0.01% | No change | 670 | $78K |
| CIBC Private Wealth Group LLC | 0.00% | New | 532 | $62K |
| Wealth Watch Advisors, INC | 0.03% | New | 524 | $61K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 490 | $57K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 475 | $55K |
| Stephens Consulting, LLC | 0.02% | Add +0.2% | 462 | $54K |
| Rossby Financial, LCC | 0.02% | New | 458 | $54K |
| Millstone Evans Group, LLC | 0.03% | No change | 411 | $48K |
| Global Retirement Partners, LLC | 0.00% | No change | 404 | $47K |
| Washington Trust Advisors, Inc. | 0.00% | New | 343 | $40K |
| Hurley Capital, LLC | 0.02% | No change | 325 | $38K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.3% | 315 | $37K |
| Russell Investments Group, Ltd. | 0.00% | No change | 300 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.4% | 276 | $32K |
| Larson Financial Group LLC | 0.00% | No change | 246 | $29K |
| Alerus Financial NA | 0.00% | No change | 244 | $29K |
| Hopwood Financial Services, Inc. | 0.02% | No change | 225 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -53.7% | 174 | $20K |
| Scarborough Advisors, LLC | 0.00% | Reduce -47.7% | 160 | $19K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.7% | 140 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 129 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 123 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -60.8% | 120 | $14K |
| Kozak & Associates, Inc. | 0.00% | Add +0.9% | 113 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 65 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 19 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | — | 12 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 1 | $117 |
"% 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.