First Trust Large Cap Core AFEXETF
13F holders, Q2 2026 (June 30)242holders +13
18new positions
8sold out
2famous investors
$139.69avg. 13F price*
At the end of Q2 2026, 242 institutions reported holding First Trust Large Cap Core A (FEX) in their 13F filings, up 13 from Q1 2026. 18 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($148.9M), LPL Financial LLC ($108.9M) and Janney Montgomery Scott LLC ($71.3M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.8M |
| Exits | 8 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 739,936 shares bought and 485,186 shares sold, net +254,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| Morgan Stanley | 0.01% | Add +0.5% | 1,064,684 | $148.9M |
| LPL Financial LLC | 0.02% | Reduce -20.0% | 778,330 | $108.9M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -0.4% | 509,390 | $71.3M |
| Wells Fargo & Company | 0.01% | Reduce -10.7% | 479,180 | $67.0M |
| Raymond James Financial Inc. | 0.01% | Add +6.4% | 268,371 | $37.5M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 224,857 | $31.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.0% | 217,999 | $30.5M |
| Modern Wealth Management, LLC | 0.36% | Add +11857.9% | 212,851 | $29.8M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 185,960 | $26.0M |
| UBS Group AG | 0.00% | Reduce -0.0% | 184,252 | $25.8M |
| Osaic Holdings, Inc. | 0.03% | Add +42.4% | 175,394 | $24.5M |
| HBK Sorce Advisory LLC | 0.47% | Reduce -1.6% | 174,191 | $24.3M |
| Truist Financial Corp. | 0.03% | Add +3.8% | 156,941 | $22.0M |
| Crusonia Wealth Advisors LLC | 3.03% | Reduce -0.1% | 132,071 | $18.5M |
| &partners | 0.08% | Add +143.5% | 137,868 | $18.5M |
| Silver Oak Securities, Incorporated | 1.12% | Reduce -2.0% | 131,869 | $18.4M |
| Private Advisor Group, LLC | 0.08% | Add +39.8% | 130,523 | $18.3M |
| Cetera Investment Advisers | 0.02% | Add +2.1% | 120,610 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.1% | 86,559 | $12.1M |
| Elevation Capital Advisory, LLC | 4.57% | Add +72.2% | 84,534 | $11.8M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +7.3% | 66,153 | $9.3M |
| Kingsview Wealth Management, LLC | 0.10% | Add +0.8% | 61,448 | $8.6M |
| BIP Wealth, LLC | 0.24% | Reduce -52.5% | 60,352 | $8.4M |
| Ameritas Advisory Services, LLC | 0.17% | Add +1168.7% | 60,274 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -34.9% | 59,848 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Add +93.9% | 59,540 | $8.3M |
| US Bancorp \de | 0.01% | Reduce -7.0% | 57,599 | $8.1M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -1.0% | 54,293 | $7.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.7% | 47,635 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.7% | 48,559 | $6.7M |
| Triumph Capital Management | 1.18% | Reduce -9.9% | 46,672 | $6.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.7% | 46,437 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.6% | 42,213 | $5.9M |
| MML Investors Services, LLC | 0.01% | Add +367.3% | 34,990 | $4.9M |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 32,844 | $4.6M |
| KPP Advisory Services LLC | 0.54% | Add +0.8% | 30,188 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.2% | 28,585 | $4.0M |
| D.A. Davidson & Co. | 0.02% | Add +5.0% | 26,078 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +11.6% | 25,934 | $3.6M |
| GTS Securities LLC | 0.07% | New | 25,392 | $3.6M |
| TCFG Investment Advisors, LLC | 1.02% | Reduce -0.1% | 21,490 | $3.0M |
| Keystone Wealth Services, LLC | 0.52% | No change | 20,181 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 17,004 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 16,158 | $2.3M |
| Belpointe Asset Management LLC | 0.07% | Reduce -0.5% | 16,135 | $2.3M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Reduce -5.9% | 15,877 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -50.2% | 15,645 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | New | 15,476 | $2.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -7.9% | 15,402 | $2.2M |
| Atlanta Consulting Group Advisors, LLC | 0.33% | No change | 15,049 | $2.1M |
| Focus Financial Network, Inc. | 0.06% | Reduce -0.3% | 14,735 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 14,593 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +3.1% | 14,019 | $2.0M |
| Hershey Financial Advisers, LLC | 1.29% | Reduce -3.1% | 12,816 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +35.9% | 12,635 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +0.0% | 12,390 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.3% | 12,332 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 12,115 | $1.7M |
| Summit Financial, LLC | 0.02% | Add +2.2% | 12,103 | $1.7M |
| Creative Planning | 0.00% | Reduce -23.1% | 11,907 | $1.7M |
| Morey & Quinn Wealth Partners, LLC | 1.07% | Reduce -0.8% | 11,907 | $1.7M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -2.9% | 11,859 | $1.7M |
| Harbour Investments, Inc. | 0.02% | Add +3.1% | 11,738 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.8% | 11,514 | $1.6M |
| Wedmont Private Capital | 0.04% | No change | 11,679 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -30.5% | 11,426 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.4% | 11,349 | $1.6M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.6% | 10,585 | $1.5M |
| Kaydan Wealth Management, Inc. | 0.45% | Reduce -0.5% | 10,572 | $1.5M |
| Fiduciary Financial Advisors | 0.15% | New | 10,476 | $1.5M |
| FMR LLC | 0.00% | Add +10.9% | 10,419 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -2.2% | 10,187 | $1.4M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -1.7% | 10,040 | $1.4M |
| Rik Saylor Financial, Inc. | 0.87% | Reduce -0.0% | 9,370 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.45% | Reduce -1.3% | 9,345 | $1.3M |
| Ancora Advisors LLC | 0.02% | Reduce -7.2% | 8,970 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.1% | 8,745 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 8,766 | $1.2M |
| Arax Advisory Partners | 0.01% | Add +71.8% | 8,698 | $1.2M |
| Farrell Financial LLC | 0.64% | Add +0.0% | 8,511 | $1.2M |
| Park National Corp. | 0.03% | Reduce -2.0% | 8,140 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -63.3% | 8,111 | $1.1M |
| Cozad Asset Management Inc. | 0.07% | No change | 7,365 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 7,172 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 7,053 | $986K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +8.1% | 6,842 | $957K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.9% | 6,828 | $955K |
| Proactive Wealth Strategies LLC | 0.14% | Add +0.2% | 6,403 | $895K |
| Sterling Investment Advisors, Ltd. | 0.15% | No change | 6,314 | $883K |
| Transamerica Financial Advisors, LLC | 0.07% | Reduce -6.9% | 6,103 | $854K |
| Virtu Financial LLC | 0.02% | Add +7.4% | 5,628 | $787K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 5,490 | $768K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.0% | 5,454 | $763K |
| HRT Financial LP | 0.00% | New | 5,405 | $756K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.9% | 5,353 | $749K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -2.8% | 5,167 | $723K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.7% | 5,100 | $713K |
| Geneos Wealth Management Inc. | 0.01% | Add +101.8% | 4,866 | $681K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.6% | 4,840 | $677K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 4,745 | $664K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.0% | 4,631 | $648K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,574 | $640K |
| Regal Investment Advisors LLC | 0.03% | Reduce -10.7% | 4,565 | $639K |
| Annex Advisory Services, LLC | 0.01% | Add +13.2% | 4,415 | $618K |
| Arkos Global Advisors | 0.07% | Add +0.2% | 4,368 | $611K |
| HFG Advisors, Inc. | 0.38% | No change | 4,323 | $605K |
| Sargent Investment Group, LLC | 0.07% | No change | 4,165 | $583K |
| Fortis Capital Advisors, LLC | 0.06% | No change | 4,000 | $559K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.7% | 3,850 | $539K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 3,784 | $529K |
| Nova Wealth Management, Inc. | 0.29% | Add +0.1% | 3,728 | $521K |
| Richmond Investment Services, LLC | 0.16% | Reduce -50.0% | 3,719 | $520K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 3,603 | $504K |
| Independent Wealth Network Inc. | 0.13% | Add +0.4% | 3,526 | $493K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -0.8% | 3,492 | $488K |
| Element Wealth, LLC | 0.18% | Reduce -0.3% | 3,486 | $488K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.9% | 3,449 | $482K |
| Blue Trust, Inc. | 0.01% | No change | 3,419 | $478K |
| IFS Group,LLC | 0.65% | No change | 3,393 | $475K |
| Mariner, LLC | 0.00% | Reduce -16.4% | 3,320 | $464K |
| HB Wealth Management, LLC | 0.00% | No change | 3,303 | $462K |
| Savant Capital, LLC | 0.00% | Reduce -2.0% | 3,296 | $461K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -9.4% | 3,265 | $457K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,240 | $453K |
| Hilton Head Capital Partners, LLC | 0.23% | Reduce -4.4% | 3,205 | $448K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 3,197 | $447K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,138 | $439K |
| Triton Wealth Management, PLLC | 0.13% | Add +0.1% | 3,224 | $437K |
| RDA Financial Network | 0.10% | Reduce -2.4% | 3,113 | $435K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -6.1% | 3,101 | $434K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,094 | $433K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.2% | 3,058 | $428K |
| Mattern Capital Management, LLC | 0.05% | No change | 3,032 | $424K |
| Perigon Wealth Management, LLC | 0.01% | No change | 2,990 | $418K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -31.7% | 2,940 | $411K |
| Tidemark, LLC | 0.09% | No change | 2,909 | $407K |
| Fifth Third Bancorp | 0.00% | Reduce -1.7% | 2,905 | $406K |
| Apeiron RIA LLC | 0.10% | No change | 2,842 | $398K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.8% | 2,833 | $396K |
| Flow Traders U.S. LLC | 0.02% | New | 2,832 | $396K |
| ForthRight Wealth Management, LLC | 0.10% | Add +0.4% | 2,813 | $393K |
| Private Trust Co. NA | 0.03% | Add +2.1% | 2,804 | $392K |
| Financial Partners Group, Inc | 0.04% | Add +0.1% | 2,796 | $391K |
| RPg Family Wealth Advisory, LLC | 0.06% | Reduce -1.7% | 2,695 | $377K |
| Lanark Financial, Inc. | 0.03% | Reduce -6.6% | 2,694 | $377K |
| Cerity Partners LLC | 0.00% | New | 2,638 | $369K |
| Three Seasons Wealth, LLC | 0.03% | No change | 2,587 | $362K |
| Risk Paradigm Group, LLC | 0.28% | Reduce -1.8% | 2,566 | $359K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.3% | 2,538 | $355K |
| Tanglewood Legacy Advisors, LLC | 0.11% | Add +0.2% | 2,495 | $349K |
| Eukles Asset Management | 0.14% | No change | 2,464 | $345K |
| Apollon Financial, LLC | 0.04% | Reduce -28.4% | 2,452 | $343K |
| Mission Wealth Management, LP | 0.00% | No change | 2,406 | $337K |
| Integrity Alliance, Llc. | 0.01% | Reduce -0.2% | 2,381 | $333K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.1% | 2,345 | $328K |
| Allworth Financial LP | 0.00% | Reduce -7.8% | 2,329 | $326K |
| Assetmark, Inc. | 0.00% | Reduce -6.7% | 2,320 | $325K |
| Insight Advisors, LLC/ PA | 0.06% | Add +0.1% | 2,306 | $323K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,301 | $322K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,250 | $315K |
| XTX Topco Ltd | 0.00% | New | 2,201 | $308K |
| AQR Capital Management | 0.00% | Reduce -8.2% | 2,198 | $307K |
| Winebrenner Capital Management LLC | 0.18% | No change | 2,164 | $303K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 2,153 | $301K |
| Sigma Planning Corp | 0.01% | No change | 2,152 | $301K |
| HM Payson & Co. | 0.00% | No change | 2,137 | $299K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 2,109 | $295K |
| Rathbones Group PLC | 0.00% | Reduce -8.4% | 2,082 | $291K |
| ABLE Financial Group, LLC | 0.05% | No change | 2,016 | $282K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,000 | $280K |
| Bessemer Group Inc. | 0.00% | No change | 1,984 | $278K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.8% | 1,900 | $266K |
| BlackRock, Inc. | 0.00% | Reduce -6.8% | 1,900 | $266K |
| Mgo One Seven LLC | 0.00% | No change | 1,889 | $264K |
| Magnolia Capital Advisors LLC | 0.05% | No change | 1,887 | $264K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -38.3% | 1,868 | $261K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 1,821 | $255K |
| Morton Capital Management LLC | 0.03% | New | 1,802 | $252K |
| D.B. Root & Company, LLC | 0.05% | No change | 1,770 | $248K |
| Garden State Investment Advisory Services LLC | 0.05% | No change | 1,750 | $245K |
| Regatta Research & Money Management | 0.23% | — | 1,721 | $240K |
| Claro Advisors Inc. | 0.03% | Add +0.1% | 1,716 | $240K |
| Kovack Advisors, Inc. | 0.01% | Add +0.2% | 1,706 | $238K |
| Concentrum Wealth Management | 0.06% | No change | 1,700 | $238K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 1,700 | $238K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 1,674 | $234K |
| Truefg, LLC | 0.05% | New | 1,612 | $225K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 1,606 | $225K |
| Peterson Wealth Advisors, LLC | 0.03% | New | 1,603 | $224K |
| TRB Wealth Management, LLC | 0.03% | Reduce -48.4% | 1,581 | $221K |
| Principal Securities, Inc. | 0.00% | New | 1,564 | $219K |
| Guidance Capital, Inc. | 0.05% | No change | 1,575 | $214K |
| IFP Advisors, Inc | 0.00% | Reduce -37.9% | 1,508 | $211K |
| Semitam Bonam LLC | 0.15% | New | 1,500 | $210K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -0.8% | 1,374 | $192K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,334 | $184K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,313 | $184K |
| IFG Advisory, LLC | 0.01% | New | 1,275 | $178K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -3.4% | 1,272 | $178K |
| AdvisorNet Financial, Inc | 0.01% | New | 1,209 | $169K |
| Fairway Wealth LLC | 0.03% | No change | 1,091 | $153K |
| Spire Wealth Management | 0.00% | Reduce -1.2% | 1,080 | $151K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +49450.0% | 991 | $139K |
| Johnson Financial Group, Inc. | 0.00% | New | 910 | $127K |
| Russell Investments Group, Ltd. | 0.00% | Add +184.3% | 853 | $119K |
| Hills Bank & Trust Co | 0.01% | No change | 850 | $119K |
| Allied Private Wealth LLC | 0.07% | — | 833 | $113K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.0% | 673 | $94K |
| Colonial Trust Advisors | 0.01% | No change | 670 | $94K |
| Buck Wealth Strategies, LLC | 0.01% | New | 648 | $91K |
| Compass Financial Management LLC | 0.01% | — | 593 | $83K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 555 | $78K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 475 | $66K |
| Signature Equity Partners, LLC | 0.03% | No change | 450 | $63K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 450 | $63K |
| Millstone Evans Group, LLC | 0.03% | No change | 411 | $57K |
| GAMMA Investing LLC | 0.00% | No change | 350 | $49K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 343 | $48K |
| Rossby Financial, LCC | 0.01% | No change | 336 | $47K |
| Hurley Capital, LLC | 0.02% | No change | 325 | $45K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.3% | 318 | $44K |
| Vanguard Advisers Inc. | 0.00% | No change | 262 | $37K |
| Alerus Financial NA | 0.00% | No change | 244 | $34K |
| Decker Retirement Planning Inc. | 0.01% | New | 243 | $34K |
| Ankerstar Wealth, LLC | 0.03% | No change | 225 | $31K |
| Dunhill Financial, LLC | 0.01% | No change | 203 | $28K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 174 | $24K |
| Evelyn Partners Group Ltd | 0.00% | — | 170 | $24K |
| Financial Perspectives, Inc | 0.01% | No change | 160 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 160 | $22K |
| Park Place Capital Corp | 0.00% | No change | 151 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 145 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 142 | $20K |
| Smartleaf Asset Management LLC | 0.00% | No change | 135 | $19K |
| Trust Co. of Toledo NA | 0.00% | No change | 129 | $18K |
| Hantz Financial Services, Inc. | 0.00% | No change | 120 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 113 | $16K |
| Silver Grove Financial Group, Inc. | 0.01% | No change | 105 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 75 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 65 | $9K |
"% 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.