First Trust Large Cap Core AFEXETF
13F holders, Q1 2026 (March 31)229holders +10
19new positions
9sold out
2famous investors
$122.24avg. 13F price*
At the end of Q1 2026, 229 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, up 10 from Q4 2025. 19 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($129.2M), LPL Financial LLC ($118.6M) and Wells Fargo & Company ($65.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $17.7M |
| Exits | 9 | $5.3M |
All 13F filers, Q4 2025 → Q1 2026: 324,538 shares bought and 439,046 shares sold, net −114,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| Morgan Stanley | 0.01% | Reduce -4.3% | 1,059,902 | $129.2M |
| LPL Financial LLC | 0.03% | Reduce -2.3% | 972,370 | $118.6M |
| Wells Fargo & Company | 0.01% | Add +6.7% | 536,727 | $65.4M |
| Janney Montgomery Scott LLC | 0.15% | Add +0.9% | 511,453 | $62.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.6% | 252,319 | $30.8M |
| Bank of America Corp. | 0.00% | Add +3.0% | 234,821 | $28.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.1% | 213,629 | $26.0M |
| HBK Sorce Advisory LLC | 0.47% | Reduce -1.7% | 176,933 | $23.2M |
| UBS Group AG | 0.00% | Reduce -8.0% | 184,334 | $22.5M |
| Royal Bank of Canada | 0.00% | Reduce -31.0% | 155,493 | $19.0M |
| Truist Financial Corp. | 0.02% | Reduce -13.8% | 151,235 | $18.4M |
| Silver Oak Securities, Incorporated | 1.20% | Reduce -1.4% | 134,610 | $16.4M |
| Crusonia Wealth Advisors LLC | 3.33% | Add +0.1% | 132,254 | $16.1M |
| BIP Wealth, LLC | 0.63% | Reduce -4.3% | 127,052 | $15.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.8% | 123,184 | $15.0M |
| Cetera Investment Advisers | 0.02% | Add +3.0% | 118,123 | $14.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.0% | 93,341 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -12.5% | 91,910 | $11.2M |
| US Bancorp \de | 0.01% | Reduce -21.5% | 61,938 | $7.6M |
| Great Valley Advisor Group, Inc. | 0.14% | Reduce -0.2% | 61,636 | $7.5M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -4.5% | 60,989 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 60,069 | $7.3M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.1% | 54,831 | $7.1M |
| &partners | 0.03% | Add +0.2% | 56,623 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1717.6% | 54,982 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 53,160 | $6.5M |
| Triumph Capital Management | 1.30% | Reduce -0.4% | 51,784 | $6.3M |
| Elevation Capital Advisory, LLC | 2.55% | New | 49,089 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.3% | 46,690 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 45,937 | $5.6M |
| First Trust Advisors LP | 0.00% | Reduce -30.1% | 33,098 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +696.3% | 31,436 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | New | 30,711 | $3.7M |
| KPP Advisory Services LLC | 0.53% | Reduce -5.9% | 29,954 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.0% | 28,653 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.0% | 24,834 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.9% | 23,242 | $2.8M |
| Citadel Advisors | 0.00% | Add +376.7% | 22,078 | $2.7M |
| TCFG Wealth Management, LLC | 0.99% | Add +0.9% | 21,507 | $2.6M |
| TCFG Investment Advisors, LLC | 0.99% | — | 21,507 | $2.6M |
| Keystone Wealth Services, LLC | 0.53% | New | 20,181 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 17,869 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.23% | Reduce -2.9% | 16,875 | $2.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.5% | 16,722 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +30.0% | 16,436 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 16,237 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -4.0% | 16,215 | $2.0M |
| Creative Planning | 0.00% | Add +1.6% | 15,483 | $1.9M |
| Atlanta Consulting Group Advisors, LLC | 0.39% | No change | 15,049 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Reduce -1.6% | 14,783 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 14,398 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Reduce -7.7% | 13,593 | $1.7M |
| Hershey Financial Advisers, LLC | 1.39% | New | 13,231 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.1% | 12,455 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +5.5% | 12,388 | $1.5M |
| Golden State Wealth Management, LLC | 0.16% | No change | 12,209 | $1.5M |
| Wedmont Private Capital | 0.05% | No change | 11,679 | $1.5M |
| Morey & Quinn Wealth Partners, LLC | 1.04% | No change | 12,007 | $1.5M |
| Summit Financial, LLC | 0.02% | Reduce -5.8% | 11,839 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +6.1% | 11,382 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.0% | 11,288 | $1.4M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.2% | 10,650 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.43% | Reduce -0.5% | 10,629 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.7% | 10,471 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -11.3% | 10,415 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +36.2% | 10,388 | $1.3M |
| Potentia Wealth | 0.48% | Reduce -9.1% | 10,214 | $1.2M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -2.8% | 10,210 | $1.2M |
| Ancora Advisors LLC | 0.03% | Reduce -3.0% | 9,667 | $1.2M |
| Wetzel Investment Advisors, Inc. | 0.46% | Reduce -0.1% | 9,470 | $1.2M |
| FMR LLC | 0.00% | Add +9.9% | 9,392 | $1.1M |
| Rik Saylor Financial, Inc. | 0.87% | Add +0.1% | 9,371 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +19.2% | 9,295 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.3% | 9,117 | $1.1M |
| Farrell Financial LLC | 0.62% | Add +0.0% | 8,509 | $1.0M |
| Park National Corp. | 0.03% | No change | 8,305 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 8,460 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -4.2% | 7,487 | $913K |
| Richmond Investment Services, LLC | 0.15% | No change | 7,438 | $907K |
| Cozad Asset Management Inc. | 0.07% | Reduce -2.8% | 7,365 | $898K |
| Lido Advisors, LLC | 0.00% | Reduce -1.3% | 7,161 | $873K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.5% | 7,053 | $860K |
| Equitable Holdings, Inc. | 0.01% | Add +12.0% | 6,893 | $820K |
| Transamerica Financial Advisors, LLC | 0.07% | Reduce -37.8% | 6,554 | $799K |
| Proactive Wealth Strategies LLC | 0.15% | Add +100.5% | 6,389 | $779K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +3.4% | 6,331 | $772K |
| Sterling Investment Advisors, Ltd. | 0.14% | No change | 6,314 | $770K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 5,801 | $708K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.2% | 5,625 | $686K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 5,316 | $648K |
| Virtu Financial LLC | 0.03% | Reduce -85.1% | 5,239 | $639K |
| Advisory Services Network, LLC | 0.01% | Reduce -14.2% | 5,187 | $632K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.9% | 5,151 | $628K |
| Regal Investment Advisors LLC | 0.04% | Add +0.0% | 5,114 | $624K |
| Arax Advisory Partners | 0.02% | Add +0.0% | 5,063 | $617K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 4,870 | $594K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -6.2% | 4,751 | $579K |
| IHT Wealth Management, LLC | 0.01% | Add +4.5% | 4,740 | $578K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.2% | 4,630 | $565K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,574 | $558K |
| Arkos Global Advisors | 0.07% | No change | 4,359 | $532K |
| HFG Advisors, Inc. | 0.37% | Reduce -5.2% | 4,323 | $527K |
| Gateway Wealth Partners, LLC | 0.02% | Add +99.7% | 4,302 | $525K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.9% | 4,216 | $514K |
| Sargent Investment Group, LLC | 0.07% | No change | 4,165 | $508K |
| Fortis Capital Advisors, LLC | 0.06% | No change | 4,000 | $488K |
| Mariner, LLC | 0.00% | Add +22.1% | 3,970 | $484K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,900 | $476K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 3,784 | $461K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 3,600 | $461K |
| Nova Wealth Management, Inc. | 0.30% | Reduce -1.7% | 3,725 | $454K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 3,604 | $439K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.0% | 3,550 | $433K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -16.7% | 3,522 | $429K |
| Independent Wealth Network Inc. | 0.13% | Reduce -53.4% | 3,512 | $428K |
| Element Wealth, LLC | 0.18% | Reduce -1.8% | 3,495 | $426K |
| Apollon Financial, LLC | 0.06% | Reduce -14.5% | 3,426 | $418K |
| Blue Trust, Inc. | 0.00% | No change | 3,419 | $417K |
| IFS Group,LLC | 0.37% | — | 3,393 | $414K |
| Savant Capital, LLC | 0.00% | Add +6.8% | 3,364 | $410K |
| Hilton Head Capital Partners, LLC | 0.23% | No change | 3,353 | $409K |
| HB Wealth Management, LLC | 0.00% | No change | 3,303 | $403K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,301 | $402K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 3,287 | $401K |
| Triton Wealth Management, PLLC | 0.15% | Reduce -0.1% | 3,222 | $396K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,238 | $395K |
| RDA Financial Network | 0.10% | Reduce -3.9% | 3,191 | $389K |
| Cwm, LLC | 0.00% | Reduce -24.4% | 3,146 | $384K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,138 | $383K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +15.9% | 3,094 | $377K |
| TRB Wealth Management, LLC | 0.05% | — | 3,064 | $374K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.3% | 3,053 | $372K |
| Mattern Capital Management, LLC | 0.04% | No change | 3,032 | $370K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +14.3% | 3,025 | $369K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.6% | 3,007 | $367K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.3% | 2,990 | $365K |
| Fifth Third Bancorp | 0.00% | New | 2,954 | $360K |
| Tidemark, LLC | 0.09% | Reduce -1.9% | 2,909 | $355K |
| Lanark Financial, Inc. | 0.03% | Add +1.5% | 2,883 | $352K |
| Apeiron RIA LLC | 0.08% | No change | 2,842 | $347K |
| ForthRight Wealth Management, LLC | 0.10% | Reduce -1.8% | 2,803 | $342K |
| Financial Partners Group, Inc | 0.04% | Add +0.1% | 2,794 | $341K |
| Private Trust Co. NA | 0.03% | Reduce -3.5% | 2,745 | $335K |
| RPg Family Wealth Advisory, LLC | 0.07% | Reduce -1.1% | 2,742 | $334K |
| Risk Paradigm Group, LLC | 0.27% | Reduce -1.2% | 2,613 | $319K |
| Three Seasons Wealth, LLC | 0.12% | No change | 2,587 | $315K |
| Allworth Financial LP | 0.00% | Reduce -17.5% | 2,525 | $308K |
| Tanglewood Legacy Advisors, LLC | 0.11% | Add +0.2% | 2,490 | $304K |
| Assetmark, Inc. | 0.00% | Add +102.2% | 2,487 | $303K |
| Eukles Asset Management | 0.13% | No change | 2,464 | $300K |
| IFP Advisors, Inc | 0.01% | Add +6.7% | 2,427 | $296K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.1% | 2,411 | $294K |
| Mission Wealth Management, LP | 0.01% | Reduce -15.7% | 2,406 | $293K |
| AQR Capital Management | 0.00% | Add +8.5% | 2,394 | $292K |
| Integrity Alliance, Llc. | 0.01% | New | 2,385 | $291K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.7% | 2,365 | $288K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -14.6% | 2,342 | $286K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.2% | 2,303 | $281K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,301 | $281K |
| Rathbones Group PLC | 0.00% | Reduce -2.2% | 2,273 | $277K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,250 | $274K |
| Winebrenner Capital Management LLC | 0.17% | Reduce -0.2% | 2,164 | $264K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -4.4% | 2,153 | $263K |
| Sigma Planning Corp | 0.01% | Reduce -17.0% | 2,152 | $262K |
| HM Payson & Co. | 0.00% | No change | 2,137 | $261K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 2,109 | $257K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,039 | $249K |
| BlackRock, Inc. | 0.00% | No change | 2,039 | $249K |
| ABLE Financial Group, LLC | 0.05% | Reduce -9.9% | 2,016 | $246K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,000 | $244K |
| Bessemer Group Inc. | 0.00% | No change | 1,984 | $242K |
| Mgo One Seven LLC | 0.00% | Reduce -7.8% | 1,889 | $230K |
| Magnolia Capital Advisors LLC | 0.05% | No change | 1,887 | $230K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -7.2% | 1,821 | $222K |
| Modern Wealth Management, LLC | 0.00% | Reduce -16.5% | 1,780 | $218K |
| D.B. Root & Company, LLC | 0.05% | No change | 1,770 | $216K |
| Garden State Investment Advisory Services LLC | 0.05% | New | 1,750 | $213K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,748 | $213K |
| Ameriprise Financial Inc. | 0.00% | New | 1,736 | $212K |
| Claro Advisors Inc. | 0.03% | Add +0.2% | 1,714 | $209K |
| Kovack Advisors, Inc. | 0.01% | Reduce -2.1% | 1,702 | $208K |
| Concentrum Wealth Management | 0.06% | No change | 1,700 | $207K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 1,700 | $207K |
| Guidance Capital, Inc. | 0.05% | New | 1,575 | $206K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 1,676 | $204K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -0.9% | 1,385 | $169K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,334 | $164K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -31.3% | 1,317 | $161K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,313 | $160K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,284 | $157K |
| Spire Wealth Management | 0.00% | Add +0.1% | 1,093 | $133K |
| Fairway Wealth LLC | 0.04% | New | 1,091 | $133K |
| Hills Bank & Trust Co | 0.01% | No change | 850 | $104K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.2% | 701 | $86K |
| Bank of Montreal | 0.00% | New | 673 | $82K |
| Colonial Trust Advisors | 0.01% | No change | 670 | $82K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 555 | $68K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 475 | $58K |
| Signature Equity Partners, LLC | 0.03% | No change | 450 | $55K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -8.2% | 450 | $55K |
| Millstone Evans Group, LLC | 0.03% | No change | 411 | $50K |
| GAMMA Investing LLC | 0.00% | New | 350 | $43K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 343 | $42K |
| Rossby Financial, LCC | 0.01% | No change | 336 | $41K |
| Hurley Capital, LLC | 0.02% | No change | 325 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.3% | 317 | $39K |
| Russell Investments Group, Ltd. | 0.00% | No change | 300 | $37K |
| MAI Capital Management | 0.00% | No change | 295 | $36K |
| Vanguard Advisers Inc. | 0.00% | — | 262 | $32K |
| Larson Financial Group LLC | 0.00% | No change | 246 | $30K |
| Alerus Financial NA | 0.00% | No change | 244 | $30K |
| Ankerstar Wealth, LLC | 0.03% | No change | 225 | $27K |
| Dunhill Financial, LLC | 0.01% | New | 203 | $25K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 174 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -42.0% | 160 | $20K |
| Scarborough Advisors, LLC | 0.00% | No change | 161 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 160 | $20K |
| Park Place Capital Corp | 0.00% | New | 151 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +6.6% | 145 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 135 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 129 | $16K |
| Hantz Financial Services, Inc. | 0.00% | No change | 120 | $15K |
| Kozak & Associates, Inc. | 0.00% | No change | 113 | $14K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 105 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -25.0% | 75 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 65 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +100.0% | 2 | $244 |
"% 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.