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First Trust Large Cap Core A (FEX)

CUSIP: 33734K109 | NYSE | 600 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC214,554
0.0% of portfolio›$28.5M
Crusonia Wealth Advisors LLC131,505
2.6% of portfolio›$17.4M
Truist Financial Corp86,939
0.0% of portfolio›$11.5M
BIP Wealth, LLC60,062
0.2% of portfolio›$8.0M
Cambridge Investment Research Advisors, Inc.58,808
0.0% of portfolio›$7.8M
Chicago Partners Investment Group LLC54,499
0.1% of portfolio›$7.5M
Elevation Capital Advisory, LLC47,440
2.5% of portfolio›$6.3M
Wealth Enhancement Advisory Services, LLC47,266
0.0% of portfolio›$6.4M
Triumph Capital Management42,804
1.0% of portfolio›$5.7M
Pinnacle Wealth Management Group, Inc.36,704
2.2% of portfolio›$4.9M
KPP Advisory Services LLC28,438
0.6% of portfolio›$3.8M
D.A. Davidson & Co.26,015
0.0% of portfolio›$3.4M
Tcfg Investment Advisors, LLC20,485
0.9% of portfolio›$2.7M
Keystone Wealth Services, LLC19,681
0.5% of portfolio›$2.6M
Oppenheimer & Co Inc15,414
0.0% of portfolio›$2.0M
Focus Financial Network, Inc.14,478
0.1% of portfolio›$1.9M
Kestra Advisory Services, LLC12,825
0.0% of portfolio›$1.7M
Wedmont Private Capital11,679
0.0% of portfolio›$1.6M
Morey & Quinn Wealth Partners, LLC11,657
1.0% of portfolio›$1.5M
Kaydan Wealth Management, Inc.10,388
0.5% of portfolio›$1.4M
Wetzel Investment Advisors, Inc.9,129
0.4% of portfolio›$1.2M
Independent Wealth Network Inc.8,906
0.3% of portfolio›$1.2M
Kestra Private Wealth Services, LLC8,708
0.0% of portfolio›$1.2M
Farrell Financial LLC8,506
0.6% of portfolio›$1.1M
Golden State Wealth Management, LLC8,409
0.1% of portfolio›$1.1M
Park National Corp8,140
0.0% of portfolio›$1.1M
Lido Advisors, LLC7,163
0.0% of portfolio›$949.8K
Creative Planning6,615
0.0% of portfolio›$877.1K
Sterling Investment Advisors, Ltd.6,114
0.1% of portfolio›$810.7K
Prospera Financial Services Inc5,899
0.0% of portfolio›$812.6K
WealthPlan Investment Management, LLC5,240
0.0% of portfolio›$694.9K
Flagship Harbor Advisors, LLC5,135
0.0% of portfolio›$681.0K
Daymark Wealth Partners, LLC4,840
0.0% of portfolio›$641.8K
Venture Visionary Partners LLC4,600
0.0% of portfolio›$610.0K
Annex Advisory Services, LLC4,415
0.0% of portfolio›$585.4K
Signature Estate & Investment Advisors LLC3,804
0.0% of portfolio›$504.4K
Richmond Investment Services, LLC3,719
0.2% of portfolio›$493.1K
Blue Trust, Inc.3,419
0.0% of portfolio›$453.4K
Walkner Condon Financial Advisors LLC3,328
0.0% of portfolio›$441.3K
HB Wealth Management, LLC3,303
0.0% of portfolio›$438.0K
Triton Wealth Management, Pllc3,227
0.1% of portfolio›$445.4K
Hilton Head Capital Partners, LLC3,205
0.2% of portfolio›$425.0K
RDA Financial Network3,100
0.1% of portfolio›$411.1K
Plante Moran Financial Advisors, LLC3,094
0.0% of portfolio›$410.3K
Mattern Capital Management, LLC3,009
0.0% of portfolio›$399.0K
Perigon Wealth Management, LLC2,990
0.0% of portfolio›$396.5K
Private Trust Co NA2,804
0.0% of portfolio›$371.8K
Financial Partners Group, Inc2,800
0.0% of portfolio›$371.2K
Concurrent Investment Advisors, LLC2,791
0.0% of portfolio›$370.1K
Lanark Financial, Inc.2,697
0.0% of portfolio›$357.6K
Three Seasons Wealth, LLC2,587
0.0% of portfolio›$343.0K
Assetmark, Inc2,472
0.0% of portfolio›$327.8K
Apollon Financial, LLC2,453
0.0% of portfolio›$325.3K
Eukles Asset Management2,433
0.1% of portfolio›$322.6K
Mission Wealth Management, LP2,406
0.0% of portfolio›$319.0K
Insight Advisors, LLC/ PA2,311
0.1% of portfolio›$306.4K
Pinnacle Wealth Planning Services, Inc.2,250
0.0% of portfolio›$298.4K
Dhjj Financial Advisors, Ltd.2,153
0.1% of portfolio›$285.5K
BlueChip Wealth Advisors LLC2,109
0.1% of portfolio›$279.7K
Able Financial Group, LLC1,940
0.0% of portfolio›$257.3K
MGO One Seven LLC1,889
0.0% of portfolio›$250.5K
Morton Capital Management LLC1,802
0.0% of portfolio›$239.0K
Winebrenner Capital Management LLC1,793
0.2% of portfolio›$237.8K
IFP Advisors, Inc1,792
0.0% of portfolio›$237.6K
D.B. Root & Company, LLC1,770
0.1% of portfolio›$234.7K
Sigma Planning Corp1,761
0.0% of portfolio›$233.5K
Claro Advisors Inc.1,720
0.0% of portfolio›$228.0K
Avidian Wealth Enterprises, LLC1,700
0.0% of portfolio›$225.4K
Apollon Wealth Management, LLC1,631
0.0% of portfolio›$216.3K
Truefg, LLC1,612
0.0% of portfolio›$213.8K
Peterson Wealth Advisors, LLC1,608
0.0% of portfolio›$213.2K
Asio Capital, LLC1,600
0.0% of portfolio›$212.2K
Kingswood Wealth Advisors, LLC1,527
0.0% of portfolio›$202.5K
Quest 10 Wealth Builders, Inc.1,355
0.1% of portfolio›$179.7K
Fairway Wealth LLC1,091
0.0% of portfolio›$144.7K
Spire Wealth Management1,082
0.0% of portfolio›$143.5K
Farther Finance Advisors, LLC873
0.0% of portfolio›$115.8K
Buck Wealth Strategies, LLC649
0.0% of portfolio›$86.1K
Signature Equity Partners, LLC450
0.0% of portfolio›$59.7K
Indiana Trust & Investment Management Co450
0.0% of portfolio›$59.7K
Compass Financial Management LLC357
0.0% of portfolio›$47.3K
Gamma Investing LLC350
0.0% of portfolio›$46.4K
Washington Trust Advisors, Inc.343
0.0% of portfolio›$45.5K
Hurley Capital, LLC325
0.0% of portfolio›$43.1K
Pension & Wealth Management Advisors, Inc.319
0.0% of portfolio›$42.3K
Decker Retirement Planning Inc.243
0.0% of portfolio›$32.2K
Compass Wealth Management LLC238
0.0% of portfolio›$31.6K
CoreCap Advisors, LLC180
0.0% of portfolio›$23.9K
GHP Investment Advisors, Inc.174
0.0% of portfolio›$23.0K
Financial Perspectives, Inc160
0.0% of portfolio›$21.2K
Creative Financial Designs Inc146
0.0% of portfolio›$19.3K
Trust Co of Toledo NA129
0.0% of portfolio›$17.1K
Kozak & Associates, Inc.114
0.0% of portfolio›$15.7K
Hazlett, Burt & Watson, Inc.110
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
214,554$28.5M0.0%ETFLowWaltham, MA2026-11-02
Crusonia Wealth Advisors LLC
131,505$17.4M2.6%ETFVery LowDenver, CO2026-10-26
Truist Financial Corp
86,939$11.5M0.0%CoreLowCharlotte, NC2026-10-30
BIP Wealth, LLC
60,062$8.0M0.2%ETFMediumAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
58,808$7.8M0.0%ETFLowFairfield, IA2026-11-02
Chicago Partners Investment Group LLC
54,499$7.5M0.1%GARPLowChicago, IL2026-10-27
Elevation Capital Advisory, LLC
47,440$6.3M2.5%ETFVery HighBend, OR2026-10-29
Wealth Enhancement Advisory Services, LLC
47,266$6.4M0.0%CoreLowPlymouth, MN2026-10-13
Triumph Capital Management
42,804$5.7M1.0%ETFMediumDenver, CO2026-10-14
Pinnacle Wealth Management Group, Inc.
36,704$4.9M2.2%ETFMediumPlymouth, MI2026-10-15
KPP Advisory Services LLC
28,438$3.8M0.6%GrowthMediumLouisville, KY2026-10-26
D.A. Davidson & Co.
26,015$3.4M0.0%CoreLowGreat Falls, MT2026-10-28
Tcfg Investment Advisors, LLC
20,485$2.7M0.9%GrowthMediumLaguna Niguel, CA2026-10-20
Keystone Wealth Services, LLC
19,681$2.6M0.5%ETFHighPalm Desert, CA2026-11-03
Oppenheimer & Co Inc
15,414$2.0M0.0%CoreLowNew York, NY2026-10-26
Focus Financial Network, Inc.
14,478$1.9M0.1%ETFLowMinneapolis, MN2026-10-14
Kestra Advisory Services, LLC
12,825$1.7M0.0%CoreLowAustin, TX2026-11-02
Wedmont Private Capital
11,679$1.6M0.0%IndexVery LowWest Chester, PA2026-10-09
Morey & Quinn Wealth Partners, LLC
11,657$1.5M1.0%CoreVery LowOmaha, NE2026-10-28
Kaydan Wealth Management, Inc.
10,388$1.4M0.5%ETFMediumFenton, MI2026-10-08
Wetzel Investment Advisors, Inc.
9,129$1.2M0.4%ETFLowIndianapolis, IN2026-10-13
Independent Wealth Network Inc.
8,906$1.2M0.3%ETFMediumUrbandale, IA2026-10-19
Kestra Private Wealth Services, LLC
8,708$1.2M0.0%GrowthLowAustin, TX2026-10-30
Farrell Financial LLC
8,506$1.1M0.6%ETFVery LowOrchard Park, NY2026-10-16
Golden State Wealth Management, LLC
8,409$1.1M0.1%ETFMediumSanta Ana, CA2026-11-02
Park National Corp
8,140$1.1M0.0%CoreLowNewark, OH2026-10-05
Lido Advisors, LLC
7,163$949.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Creative Planning
6,615$877.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Sterling Investment Advisors, Ltd.
6,114$810.7K0.1%GrowthLowBerwyn, PA2026-10-27
Prospera Financial Services Inc
5,899$812.6K0.0%CoreMediumDallas, TX2026-11-04
WealthPlan Investment Management, LLC
5,240$694.9K0.0%GrowthMediumOmaha, NE2026-10-15
Flagship Harbor Advisors, LLC
5,135$681.0K0.0%ETFMediumBoston, MA2026-10-26
Daymark Wealth Partners, LLC
4,840$641.8K0.0%CoreLowCincinnati, OH2026-11-04
Venture Visionary Partners LLC
4,600$610.0K0.0%CoreLowSylvania, OH2026-10-07
Annex Advisory Services, LLC
4,415$585.4K0.0%GrowthHighBrookfield, WI2026-10-16
Signature Estate & Investment Advisors LLC
3,804$504.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Richmond Investment Services, LLC
3,719$493.1K0.2%ETFLowMequon, WI2026-10-29
Blue Trust, Inc.
3,419$453.4K0.0%ETFLowBrentwood, TN2026-10-15
Walkner Condon Financial Advisors LLC
3,328$441.3K0.0%ETFLowVerona, WI2026-11-02
HB Wealth Management, LLC
3,303$438.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Triton Wealth Management, Pllc
3,227$445.4K0.1%ETFMediumSun City, AZ2026-11-04
Hilton Head Capital Partners, LLC
3,205$425.0K0.2%CoreMediumHilton Head Island, SC2026-10-23
RDA Financial Network
3,100$411.1K0.1%GrowthMediumAkron, IA2026-10-15
Plante Moran Financial Advisors, LLC
3,094$410.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Mattern Capital Management, LLC
3,009$399.0K0.0%CoreMediumLakewood, CO2026-11-02
Perigon Wealth Management, LLC
2,990$396.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Private Trust Co NA
2,804$371.8K0.0%CoreLowCleveland, OH2026-10-20
Financial Partners Group, Inc
2,800$371.2K0.0%ETFLowOverland Park, KS2026-10-19
Concurrent Investment Advisors, LLC
2,791$370.1K0.0%GrowthMediumTampa, FL2026-10-16
Lanark Financial, Inc.
2,697$357.6K0.0%CoreMediumBirmingham, AL2026-10-26
Three Seasons Wealth, LLC
2,587$343.0K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Assetmark, Inc
2,472$327.8K0.0%ETFLowConcord, CA2026-10-21
Apollon Financial, LLC
2,453$325.3K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Eukles Asset Management
2,433$322.6K0.1%CoreLowCincinnati, OH2026-11-04
Mission Wealth Management, LP
2,406$319.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Insight Advisors, LLC/ PA
2,311$306.4K0.1%ETFMediumNewtown, PA2026-10-22
Pinnacle Wealth Planning Services, Inc.
2,250$298.4K0.0%GARPLowMansfield, OH2026-10-27
Dhjj Financial Advisors, Ltd.
2,153$285.5K0.1%ETFVery LowNaperville, IL2026-10-23
BlueChip Wealth Advisors LLC
2,109$279.7K0.1%ETFMediumMilton, GA2026-11-03
Able Financial Group, LLC
1,940$257.3K0.0%ETFLowScottsdale, AZ2026-10-14
MGO One Seven LLC
1,889$250.5K0.0%GrowthLowBeachwood, OH2026-10-28
Morton Capital Management LLC
1,802$239.0K0.0%ETFVery LowCalabasas, CA2026-10-23
Winebrenner Capital Management LLC
1,793$237.8K0.2%ETFLowLouisville, KY2026-10-07
IFP Advisors, Inc
1,792$237.6K0.0%GrowthLowTampa, FL2026-10-16
D.B. Root & Company, LLC
1,770$234.7K0.1%ETFLowPittsburgh, PA2026-11-04
Sigma Planning Corp
1,761$233.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Claro Advisors Inc.
1,720$228.0K0.0%CoreLowBoston, MA2026-11-02
Avidian Wealth Enterprises, LLC
1,700$225.4K0.0%ETFLowHouston, TX2026-10-08
Apollon Wealth Management, LLC
1,631$216.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Truefg, LLC
1,612$213.8K0.0%ETFVery LowCedar Park, TX2026-10-15
Peterson Wealth Advisors, LLC
1,608$213.2K0.0%ETFLowOrem, UT2026-10-08
Asio Capital, LLC
1,600$212.2K0.0%GrowthMediumLexington, KY2026-10-19
Kingswood Wealth Advisors, LLC
1,527$202.5K0.0%GrowthLowSan Diego, CA2026-10-23
Quest 10 Wealth Builders, Inc.
1,355$179.7K0.1%ETFLowFuquay-Varina, VA2026-11-02
Fairway Wealth LLC
1,091$144.7K0.0%ETFLowIndependence, OH2026-10-30
Spire Wealth Management
1,082$143.5K0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
873$115.8K0.0%IndexLowSan Francisco, CA2026-10-08
Buck Wealth Strategies, LLC
649$86.1K0.0%ValueMediumDenver, CO2026-10-28
Signature Equity Partners, LLC
450$59.7K0.0%GrowthMediumColumbus, OH2026-10-29
Indiana Trust & Investment Management Co
450$59.7K0.0%GrowthLowMishawaka, IN2026-10-22
Compass Financial Management LLC
357$47.3K0.0%CoreN/ATampa, FL2026-10-30
Gamma Investing LLC
350$46.4K0.0%IndexVery LowFoster City, CA2026-10-08
Washington Trust Advisors, Inc.
343$45.5K0.0%GrowthLowWellesley, MA2026-10-22
Hurley Capital, LLC
325$43.1K0.0%GARPMediumNew York, NY2026-11-05
Pension & Wealth Management Advisors, Inc.
319$42.3K0.0%ETFLowWaltham, MA2026-10-16
Decker Retirement Planning Inc.
243$32.2K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Compass Wealth Management LLC
238$31.6K0.0%GARPLowGuilford, CT2026-10-22
CoreCap Advisors, LLC
180$23.9K0.0%ETFMediumSouthfield, MI2026-10-08
GHP Investment Advisors, Inc.
174$23.0K0.0%CoreVery LowDenver, CO2026-10-15
Financial Perspectives, Inc
160$21.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Creative Financial Designs Inc
146$19.3K0.0%ETFMediumKokomo, IN2026-11-04
Trust Co of Toledo NA
129$17.1K0.0%GrowthVery LowHolland, OH2026-10-16
Kozak & Associates, Inc.
114$15.7K0.0%ETFLowHighlands Ranch, CO2026-10-29
Hazlett, Burt & Watson, Inc.
110$150.0%CoreVery LowWheeling, WV2026-11-04