FIRST TR LRGE CP CORE ALPHA (FEX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling FEX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for FIRST TR LRGE CP CORE ALPHA, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on FEX?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIRST TR LRGE CP CORE ALPHA.

Is institutional money flowing into FEX?

64 institutional investors hold FIRST TR LRGE CP CORE ALPHA (FEX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about FEX?

Track institutional sentiment and conviction scores for FIRST TR LRGE CP CORE ALPHA (FEX) including Smart Money Verdict and position changes on HoldingsIntel.

FIRST TR LRGE CP CORE ALPHA

FEX·33734K109·US·etf·Unknown - Unknown

FEX (FIRST TR LRGE CP CORE ALPHA) is held by 64 institutional investors as of Q4 2025. Largest holders: MORGAN STANLEY ($131.4M), LPL Financial LLC ($118.1M), WELLS FARGO & COMPANY/MN ($59.7M). Net institutional sentiment: Mixed.

Holders

Avg rating(10 Elite)

$601.4M

Total Value

44% (67)

Fund Consensus

26 buying - 31 selling

Smart Money Verdict- Q4 2025View all

56Mixed MomentumSingle Source

Held by 64 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	1.1M(-1.9%)	$131.4M	0.0%	+30.38%	0
LPL Financial LLC	Decreased	995,611(-1.1%)	$118.1M	0.0%	+89.72%	0
WELLS FARGO & COMPANY/MN	Decreased	503,140(-0.0%)	$59.7M	0.0%	+46.97%	0
RAYMOND JAMES FINANCIAL INC	Increased	306,172(+9.8%)	$36.3M	0.0%	+20.11%	32
BANK OF AMERICA CORP /DE/	Decreased	227,885(-0.4%)	$27M	0.0%	+21.33%	0
ROYAL BANK OF CANADA	Increased	225,417(+31.5%)	$26.7M	0.0%	+15.79%	36
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	213,869(-1.2%)	$25.4M	0.0%	+100.86%	0
UBS Group AG	Decreased	200,430(-1.5%)	$23.8M	0.0%	+111.82%	0
TRUIST FINANCIAL CORP	Increased	175,357(+2.8%)	$20.8M	0.0%	+92.77%	29
OSAIC HOLDINGS, INC.	Decreased	161,657(-27.3%)	$19.2M	0.0%	+70.11%	0
Cetera Investment Advisers	Decreased	114,669(-0.0%)	$13.6M	0.0%	+56.78%	0
Private Advisor Group, LLC	Increased	93,356(+1.4%)	$11.1M	0.1%	+90.54%	28
US BANCORP \DE\	Increased	78,877(+11.0%)	$9.4M	0.0%	+72.73%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	60,311(+7.0%)	$7.2M	0.0%	+61.87%	29
&PARTNERS	Increased	56,509(+3.5%)	$6.7M	0.0%	+17.68%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	55,784(-9.5%)	$6.6M	0.0%	+26.70%	0
FIRST TRUST ADVISORS LP	Decreased	47,349(-1.3%)	$5.6M	0.0%	+39.01%	0
Rockefeller Capital Management L.P.	Increased	46,614(+16.4%)	$5.5M	0.0%	+53.58%	31
Virtu Financial LLC	Increased	35,266(+365.4%)	$4.2M	0.2%	+7.23%	52
GOLDMAN SACHS GROUP INC	Decreased	34,513(-9.6%)	$4.1M	0.0%	+16.22%	0
Sanctuary Advisors, LLC	Increased	28,646(+0.2%)	$3.4M	0.0%	+31.32%	26
D.A. DAVIDSON & CO.	Decreased	25,591(-1.4%)	$3M	0.0%	+91.18%	0
Baird Financial Group, Inc.	Increased	23,704(+6.5%)	$2.8M	0.0%	+93.77%	28
BENJAMIN EDWARDS INC	Decreased	20,477(-19.9%)	$2.4M	0.0%	+22.99%	0
HighTower Advisors, LLC	Decreased	17,863(-8.4%)	$2.1M	0.0%	+90.48%	0
CAPTRUST FINANCIAL ADVISORS	Increased	16,211(+0.2%)	$1.9M	0.0%	+32.97%	26
Creative Planning	Decreased	15,241(-6.0%)	$1.8M	0.0%	+30.31%	0
STIFEL FINANCIAL CORP	Decreased	13,270(-1.7%)	$1.6M	0.0%	+67.60%	0
Kestra Advisory Services, LLC	Increased	12,647(+2.5%)	$1.5M	0.0%	+52.13%	26
AE Wealth Management LLC	Increased	11,744(+1.7%)	$1.4M	0.0%	+68.53%	26
Focus Partners Wealth	New	11,738	$1.4M	0.0%	+5.07%	35
Steward Partners Investment Advisory, LLC	Decreased	10,854(-0.7%)	$1.3M	0.0%	+105.28%	0
FMR LLC	Increased	8,544(+0.3%)	$1M	0.0%	+20.13%	25
JPMORGAN CHASE & CO	Decreased	8,458(-13.4%)	$1M	0.0%	+21.73%	0
MML INVESTORS SERVICES, LLC	Decreased	7,813(-6.7%)	$926,801	0.0%	+121.83%	0
JONES FINANCIAL COMPANIES LLLP	Increased	7,798(+7.5%)	$924,967	0.0%	+21.05%	27
Integrated Wealth Concepts LLC	Decreased	7,625(-26.7%)	$904,479	0.0%	+58.54%	0
Lido Advisors, LLC	Unchanged	7,257	$847,787	0.0%	+29.27%	0
Equitable Holdings, Inc.	Increased	6,153(+105.9%)	$729,848	0.0%	+6.53%	40
NewEdge Advisors, LLC	Increased	5,691(+0.1%)	$675,125	0.0%	+55.67%	24
OneDigital Investment Advisors LLC	Decreased	5,199(-0.1%)	$616,688	0.0%	+32.06%	0
CITADEL ADVISORS LLC	Decreased	4,631(-79.9%)	$549,313	0.0%	+15.97%	0
MERCER GLOBAL ADVISORS INC /ADV	New	3,948	$468,338	0.0%	+5.07%	33
HUNTINGTON NATIONAL BANK	Decreased	3,484(-5.2%)	$413,261	0.0%	+22.99%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	3,460(+13.1%)	$410,365	0.0%	+63.68%	27
HB Wealth Management, LLC	Decreased	3,303(-5.0%)	$391,791	0.0%	+43.89%	0
Mariner, LLC	Decreased	3,250(-16.6%)	$385,547	0.0%	+22.91%	0
Merit Financial Group, LLC	Increased	3,236(+0.1%)	$383,870	0.0%	+67.33%	24
Savant Capital, LLC	Increased	3,150(+0.2%)	$373,600	0.0%	+15.94%	24
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	3,025	$370,999	0.0%	+5.07%	33
Allworth Financial LP	Decreased	3,060(-20.9%)	$362,967	0.0%	+56.20%	0
Cresset Asset Management, LLC	Decreased	3,025(-22.9%)	$358,820	0.0%	+55.69%	0
COMERICA BANK	Decreased	3,008(-77.0%)	$356,773	0.0%	+57.55%	0
Rathbones Group PLC	Decreased	2,324(-3.0%)	$275,664	0.0%	+27.90%	0
NewEdge Wealth, LLC	Unchanged	2,301	$272,937	0.0%	+42.73%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	2,206(-24.8%)	$261,668	0.0%	+8.13%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Unchanged	2,039	$241,859	0.0%	+29.40%	0
BlackRock, Inc.	Unchanged	2,039	$241,859	0.0%	+21.73%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	1,992	$236,284	0.0%	+15.97%	0
ASSETMARK, INC	Decreased	1,230(-15.6%)	$145,898	0.0%	+43.91%	0
Farther Finance Advisors, LLC	Increased	673(+447.1%)	$79,829	0.0%	+8.17%	34
CIBC Private Wealth Group LLC	Increased	534(+0.4%)	$63,376	0.0%	+8.12%	21
Russell Investments Group, Ltd.	Unchanged	300	$35,585	0.0%	+22.83%	0
MAI Capital Management	New	295	$34,992	0.0%	+5.07%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$1.7M	0.0%	+14.33%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$915,169	0.0%	+15.86%	0
Neuberger Berman Group LLC	Exited	0(-100.0%)	$245,324	0.0%	+15.86%	0

FIRST TR LRGE CP CORE ALPHA

Continue exploring