FIRST TRUST LARGE CAP CORE A FEX
$137.10
-0.7% 52w: $105.49 – $139.87
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data105.49122.68139.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
227
+10 QoQ
13F value
$860.4M
+1.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FEX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.1M | $129.2M | 0.0% | -4.3% |
| LPL Financial LLC | Bank broker | 972.4K | $118.6M | 0.0% | -2.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 536.7K | $65.4M | 0.0% | +6.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 511.5K | $62.4M | 0.2% | +0.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 252.3K | $30.8M | 0.0% | -17.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 234.8K | $28.6M | 0.0% | +3.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 213.6K | $26.0M | 0.0% | -0.1% |
| HBK Sorce Advisory LLC | Wealth advisor | 176.9K | $23.2M | 0.5% | -1.7% |
| UBS Group AG | Bank broker | 184.3K | $22.5M | 0.0% | -8.0% |
| ROYAL BANK OF CANADA | Bank broker | 155.5K | $19.0M | 0.0% | -31.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 151.2K | $18.4M | 0.0% | -13.8% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 134.6K | $16.4M | 1.2% | -1.4% |
| Crusonia Wealth Advisors LLC | Wealth advisor | 132.3K | $16.1M | 3.3% | +0.1% |
| BIP Wealth, LLC | Wealth advisor | 127.1K | $15.5M | 0.6% | -4.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 123.2K | $15.0M | 0.0% | -23.8% |
| Cetera Investment Advisers | Wealth advisor | 118.1K | $14.4M | 0.0% | +3.0% |
| Private Advisor Group, LLC | Wealth advisor | 93.3K | $11.4M | 0.1% | 0.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 91.9K | $11.2M | 0.0% | -12.5% |
| US BANCORP \DE\ | Wealth advisor | 61.9K | $7.6M | 0.0% | -21.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 61.6K | $7.5M | 0.1% | -0.2% |
| Kingsview Wealth Management, LLC | Wealth advisor | 61.0K | $7.4M | 0.1% | -4.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 60.1K | $7.3M | 0.0% | -0.4% |
| Chicago Partners Investment Group LLC | Wealth advisor | 54.8K | $7.1M | 0.2% | -0.1% |
| &PARTNERS | Diversified mechanical | 56.6K | $6.9M | 0.0% | +0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 55.0K | $6.8M | 0.0% | +1717.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 53.2K | $6.5M | 0.0% | -4.7% |
| Triumph Capital Management | Wealth advisor | 51.8K | $6.3M | 1.3% | -0.4% |
| Elevation Capital Advisory, LLC | Wealth advisor | 49.1K | $6.0M | 2.5% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 46.7K | $5.7M | 0.0% | +35.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 45.9K | $5.6M | 0.0% | -1.5% |
| FIRST TRUST ADVISORS LP | Index provider | 33.1K | $4.0M | 0.0% | -30.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 31.4K | $3.8M | 0.0% | +696.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 30.7K | $3.7M | 0.0% | New |
| KPP Advisory Services LLC | Wealth advisor | 30.0K | $3.7M | 0.5% | -5.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 28.7K | $3.5M | 0.0% | 0.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 24.8K | $3.0M | 0.0% | -3.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 23.2K | $2.8M | 0.0% | -1.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 22.1K | $2.7M | 0.0% | +376.7% |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 21.5K | $2.6M | 1.0% | +0.9% |
| TCFG Investment Advisors, LLC | Wealth advisor | 21.5K | $2.6M | 1.0% | — |
| Keystone Wealth Services, LLC | Wealth advisor | 20.2K | $2.5M | 0.5% | New |
| HighTower Advisors, LLC | Diversified mechanical | 17.9K | $2.2M | 0.0% | 0.0% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 16.9K | $2.1M | 0.2% | -2.9% |
| OPPENHEIMER & CO INC | Diversified mechanical | 16.7K | $2.0M | 0.0% | -3.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 16.4K | $2.0M | 0.0% | +30.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 16.2K | $2.0M | 0.0% | +0.2% |
| Belpointe Asset Management LLC | Wealth advisor | 16.2K | $2.0M | 0.1% | -4.0% |
| Creative Planning | Wealth advisor | 15.5K | $1.9M | 0.0% | +1.6% |
| Atlanta Consulting Group Advisors, LLC | Wealth advisor | 15.0K | $1.8M | 0.4% | Held |
| Focus Financial Network, Inc. | Wealth advisor | 14.8K | $1.8M | 0.1% | -1.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.