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 |
| Apollon Financial, LLC | 0.07% | Add +0.0% | 4,009 | $476K |
| Fortis Capital Advisors, LLC | 0.07% | No change | 4,000 | $474K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,948 | $468K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,900 | $463K |
| Nova Wealth Management, Inc. | 0.31% | Reduce -3.4% | 3,790 | $450K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 3,784 | $449K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -16.4% | 3,601 | $427K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 3,600 | $427K |
| Element Wealth, LLC | 0.17% | Reduce -0.5% | 3,558 | $422K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.1% | 3,460 | $410K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 3,445 | $409K |
| Blue Trust, Inc. | 0.00% | No change | 3,419 | $406K |
| Triton Wealth Management, PLLC | 0.15% | Add +0.1% | 3,227 | $399K |
| Hilton Head Capital Partners, LLC | 0.23% | — | 3,353 | $398K |
| RDA Financial Network | 0.09% | Reduce -8.4% | 3,322 | $394K |
| HB Wealth Management, LLC | 0.00% | Reduce -5.0% | 3,303 | $392K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,301 | $392K |
| Mariner, LLC | 0.00% | Reduce -16.6% | 3,250 | $386K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,236 | $384K |
| Proactive Wealth Strategies LLC | 0.15% | Add +0.3% | 3,187 | $378K |
| Flow Traders U.S. LLC | 0.01% | Add +15.6% | 3,152 | $374K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 3,150 | $374K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,138 | $372K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,025 | $371K |
| Perigon Wealth Management, LLC | 0.01% | No change | 3,125 | $371K |
| Allworth Financial LP | 0.00% | Reduce -20.9% | 3,060 | $363K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.4% | 3,045 | $361K |
| Mattern Capital Management, LLC | 0.04% | No change | 3,032 | $360K |
| Cresset Asset Management, LLC | 0.00% | Reduce -22.9% | 3,025 | $359K |
| Comerica Bank | 0.00% | Reduce -77.0% | 3,008 | $357K |
| Apeiron RIA LLC | 0.07% | No change | 2,842 | $352K |
| Tidemark, LLC | 0.10% | Reduce -1.7% | 2,964 | $352K |
| Financial Partners Group, Inc | 0.04% | Add +0.1% | 2,791 | $344K |
| Mission Wealth Management, LP | 0.01% | Reduce -14.3% | 2,853 | $338K |
| ForthRight Wealth Management, LLC | 0.10% | No change | 2,853 | $338K |
| Private Trust Co. NA | 0.03% | No change | 2,844 | $337K |
| Lanark Financial, Inc. | 0.03% | Reduce -4.5% | 2,841 | $337K |
| RPg Family Wealth Advisory, LLC | 0.07% | Reduce -8.9% | 2,774 | $329K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.1% | 2,743 | $325K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -14.2% | 2,669 | $317K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +12.7% | 2,647 | $314K |
| Risk Paradigm Group, LLC | 0.30% | — | 2,645 | $314K |
| Sigma Planning Corp | 0.01% | Reduce -25.2% | 2,593 | $308K |
| Three Seasons Wealth, LLC | 0.03% | No change | 2,587 | $307K |
| Tanglewood Legacy Advisors, LLC | 0.11% | Reduce -2.8% | 2,484 | $295K |
| Eukles Asset Management | 0.11% | Reduce -6.3% | 2,464 | $292K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,437 | $289K |
| Rathbones Group PLC | 0.00% | Reduce -3.0% | 2,324 | $276K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,301 | $273K |
| Insight Advisors, LLC/ PA | 0.04% | Add +0.3% | 2,299 | $273K |
| IFP Advisors, Inc | 0.01% | Reduce -14.0% | 2,274 | $270K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 2,253 | $267K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,250 | $267K |
| ABLE Financial Group, LLC | 0.05% | No change | 2,237 | $265K |
| AQR Capital Management | 0.00% | Reduce -24.8% | 2,206 | $262K |
| Winebrenner Capital Management LLC | 0.17% | Add +0.1% | 2,168 | $257K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -40.5% | 2,154 | $255K |
| HM Payson & Co. | 0.00% | No change | 2,137 | $253K |
| Modern Wealth Management, LLC | 0.00% | Reduce -20.5% | 2,131 | $253K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 2,109 | $250K |
| Mgo One Seven LLC | 0.01% | No change | 2,049 | $243K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,039 | $242K |
| BlackRock, Inc. | 0.00% | No change | 2,039 | $242K |
| Milestones Private Investment Advisors LLC | 0.17% | No change | 2,033 | $241K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,000 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,992 | $236K |
| Bessemer Group Inc. | 0.00% | No change | 1,984 | $235K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 1,963 | $233K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -3.5% | 1,917 | $227K |
| Magnolia Capital Advisors LLC | 0.05% | New | 1,887 | $224K |
| D.B. Root & Company, LLC | 0.05% | No change | 1,770 | $210K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -2.1% | 1,765 | $209K |
| Kovack Advisors, Inc. | 0.01% | New | 1,738 | $206K |
| Claro Advisors Inc. | 0.03% | New | 1,711 | $203K |
| Concentrum Wealth Management | 0.06% | New | 1,700 | $202K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,700 | $202K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -4.1% | 1,397 | $166K |
| International Assets Investment Management, LLC | 0.01% | New | 1,334 | $158K |
| Sound Income Strategies, LLC | 0.01% | New | 1,284 | $158K |
| Assetmark, Inc. | 0.00% | Reduce -15.6% | 1,230 | $146K |
| Spire Wealth Management | 0.00% | Add +0.2% | 1,092 | $130K |
| Hills Bank & Trust Co | 0.01% | New | 850 | $101K |
| Wealth Watch Advisors, INC | 0.03% | Add +31.3% | 688 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +447.1% | 673 | $80K |
| Colonial Trust Advisors | 0.01% | No change | 670 | $79K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 555 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 534 | $63K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 490 | $58K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 475 | $56K |
| Stephens Consulting, LLC | 0.02% | No change | 462 | $55K |
| Signature Equity Partners, LLC | 0.03% | — | 450 | $53K |
| Millstone Evans Group, LLC | 0.03% | No change | 411 | $49K |
| Global Retirement Partners, LLC | 0.00% | No change | 404 | $48K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 343 | $41K |
| Rossby Financial, LCC | 0.01% | Reduce -26.6% | 336 | $40K |
| Hurley Capital, LLC | 0.02% | No change | 325 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.3% | 316 | $38K |
| Russell Investments Group, Ltd. | 0.00% | No change | 300 | $36K |
| MAI Capital Management | 0.00% | New | 295 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 276 | $33K |
| Larson Financial Group LLC | 0.00% | No change | 246 | $29K |
| Alerus Financial NA | 0.00% | No change | 244 | $29K |
| Ankerstar Wealth, LLC | 0.03% | — | 225 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 174 | $21K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 164 | $19K |
| Scarborough Advisors, LLC | 0.00% | Add +0.6% | 161 | $19K |
| Financial Perspectives, Inc | 0.01% | New | 160 | $19K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.6% | 135 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 136 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 129 | $15K |
| Hantz Financial Services, Inc. | 0.00% | No change | 120 | $14K |
| Kozak & Associates, Inc. | 0.00% | No change | 113 | $14K |
| Tucker Asset Management LLC | 0.00% | New | 111 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 65 | $8K |
| Darwin Wealth Management, LLC | 0.00% | New | 6 | $711 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $119 |
"% 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.