First Trust Large Cap Core AFEXETF
13F holders, Q4 2025 (December 31)219holders +10
18new positions
12sold out
2famous investors
$118.88avg. 13F price*
At the end of Q4 2025, 219 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, up 10 from Q3 2025. 18 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($131.4M), LPL Financial LLC ($118.1M) and Janney Montgomery Scott LLC ($60.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.0M |
| Exits | 12 | $23.7M |
All 13F filers, Q3 2025 → Q4 2025: 337,359 shares bought and 421,487 shares sold, net −84,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 219 holders
| Morgan Stanley | 0.01% | Reduce -1.9% | 1,107,991 | $131.4M |
| LPL Financial LLC | 0.03% | Reduce -1.1% | 995,611 | $118.1M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -0.5% | 507,115 | $60.2M |
| Wells Fargo & Company | 0.01% | Reduce -0.0% | 503,140 | $59.7M |
| Raymond James Financial Inc. | 0.01% | Add +9.8% | 306,172 | $36.3M |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 227,885 | $27.0M |
| Royal Bank of Canada | 0.00% | Add +31.5% | 225,417 | $26.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.2% | 213,869 | $25.4M |
| UBS Group AG | 0.00% | Reduce -1.5% | 200,430 | $23.8M |
| HBK Sorce Advisory LLC | 0.52% | Reduce -2.6% | 179,998 | $22.8M |
| Truist Financial Corp. | 0.03% | Add +2.8% | 175,357 | $20.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -27.3% | 161,657 | $19.2M |
| Silver Oak Securities, Incorporated | 1.10% | Reduce -12.1% | 136,499 | $16.3M |
| BIP Wealth, LLC | 0.56% | New | 132,719 | $15.7M |
| Crusonia Wealth Advisors LLC | 3.45% | — | 132,087 | $15.7M |
| Cetera Investment Advisers | 0.01% | Reduce -0.0% | 114,669 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +20.9% | 105,077 | $12.5M |
| Private Advisor Group, LLC | 0.05% | Add +1.4% | 93,356 | $11.1M |
| US Bancorp \de | 0.01% | Add +11.0% | 78,877 | $9.4M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -9.8% | 63,890 | $7.6M |
| Great Valley Advisor Group, Inc. | 0.14% | Reduce -1.6% | 61,737 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 60,311 | $7.2M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -1.0% | 54,873 | $6.8M |
| &partners | 0.04% | Add +3.5% | 56,509 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.5% | 55,784 | $6.6M |
| Triumph Capital Management | 1.33% | Reduce -2.3% | 51,976 | $6.2M |
| First Trust Advisors LP | 0.00% | Reduce -1.3% | 47,349 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.4% | 46,614 | $5.5M |
| Virtu Financial LLC | 0.16% | Add +365.4% | 35,266 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.6% | 34,513 | $4.1M |
| KPP Advisory Services LLC | 0.55% | Add +1.1% | 31,817 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.2% | 28,646 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.4% | 25,591 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Add +6.5% | 23,704 | $2.8M |
| TCFG Wealth Management, LLC | 0.99% | Reduce -1.7% | 21,306 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Reduce -19.9% | 20,477 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.4% | 17,863 | $2.1M |
| AssuredPartners Investment Advisors, LLC | 0.31% | Add +1.3% | 17,385 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.6% | 17,335 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -3.7% | 16,898 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 16,211 | $1.9M |
| Coppell Advisory Solutions LLC | 0.19% | Reduce -0.1% | 15,825 | $1.9M |
| Creative Planning | 0.00% | Reduce -6.0% | 15,241 | $1.8M |
| Atlanta Consulting Group Advisors, LLC | 0.40% | No change | 15,049 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Add +0.1% | 15,018 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Reduce -16.3% | 14,729 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 13,270 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.5% | 12,647 | $1.5M |
| Summit Financial, LLC | 0.02% | Reduce -5.6% | 12,572 | $1.5M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -8.2% | 12,209 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 1.02% | Reduce -0.9% | 12,007 | $1.4M |
| Wedmont Private Capital | 0.05% | No change | 11,679 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +1.7% | 11,744 | $1.4M |
| Focus Partners Wealth | 0.00% | New | 11,738 | $1.4M |
| Potentia Wealth | 0.49% | Reduce -0.4% | 11,231 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.7% | 10,854 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Add +4.1% | 10,727 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.37% | Reduce -1.5% | 10,683 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Reduce -3.9% | 10,672 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.1% | 10,540 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -3.7% | 10,533 | $1.2M |
| Prosperity Consulting Group, LLC | 0.06% | No change | 10,504 | $1.2M |
| Ancora Advisors LLC | 0.02% | No change | 9,967 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.9% | 9,727 | $1.2M |
| Wetzel Investment Advisors, Inc. | 0.46% | Reduce -2.1% | 9,480 | $1.1M |
| Rik Saylor Financial, Inc. | 0.81% | Reduce -0.0% | 9,365 | $1.1M |
| FMR LLC | 0.00% | Add +0.3% | 8,544 | $1.0M |
| Farrell Financial LLC | 0.59% | Reduce -2.0% | 8,506 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.4% | 8,458 | $1.0M |
| Park National Corp. | 0.03% | No change | 8,305 | $985K |
| MML Investors Services, LLC | 0.00% | Reduce -6.7% | 7,813 | $927K |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 7,798 | $925K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -26.7% | 7,625 | $904K |
| Cozad Asset Management Inc. | 0.07% | Add +0.0% | 7,573 | $898K |
| Independent Wealth Network Inc. | 0.27% | Add +9.3% | 7,530 | $893K |
| Richmond Investment Services, LLC | 0.15% | No change | 7,438 | $882K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -33.8% | 7,233 | $858K |
| Lido Advisors, LLC | 0.00% | No change | 7,257 | $848K |
| Sterling Investment Advisors, Ltd. | 0.14% | Reduce -5.0% | 6,314 | $749K |
| Equitable Holdings, Inc. | 0.01% | Add +105.9% | 6,153 | $730K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.4% | 6,126 | $727K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.6% | 6,047 | $717K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.4% | 5,800 | $688K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 5,691 | $675K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -0.7% | 5,316 | $631K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 5,199 | $617K |
| Regal Investment Advisors LLC | 0.04% | Add +0.0% | 5,113 | $606K |
| Ameritas Advisory Services, LLC | 0.02% | Add +268.2% | 5,063 | $601K |
| Arax Advisory Partners | 0.02% | Reduce -59.0% | 5,062 | $600K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 4,870 | $578K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.1% | 4,638 | $550K |
| Citadel Advisors | 0.00% | Reduce -79.9% | 4,631 | $549K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,574 | $543K |
| HFG Advisors, Inc. | 0.39% | Reduce -4.9% | 4,562 | $541K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.9% | 4,538 | $538K |
| Snowden Capital Advisors LLC | 0.01% | Add +51.3% | 4,479 | $531K |
| Arkos Global Advisors | 0.07% | Reduce -0.7% | 4,359 | $517K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -19.6% | 4,228 | $502K |
| Sargent Investment Group, LLC | 0.06% | New | 4,165 | $494K |
| Cwm, LLC | 0.00% | No change | 4,164 | $494K |
"% 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.