FIRST TRUST LARGE CAP CORE A (FEX) Institutional Ownership Changes & 13F Activity

FIRST TRUST LARGE CAP CORE A (FEX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Modern Wealth Management, Llc, &Partners, Wells Fargo & Company/Mn, Ameritas Advisory Services, Llc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1,126+10.8%11,514$1.61MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-13,967-63.3%8,111$1.13MQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-15,791-50.2%15,645$2.19MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+459+0.8%61,448$8.59MQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcSell-451-6.9%6,103$853.73KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-139-6.8%1,900$265.77KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-65-0.6%10,585$1.48MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-65-0.9%6,828$955.05KQ2 2026Aug 17, 2026
Modern Wealth Management, LlcBuy+211,071+11857.9%212,851$29.77MQ2 2026Aug 14, 2026
&PartnersBuy+81,245+143.5%137,868$18.46MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-57,547-10.7%479,180$67.02MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+55,523+1168.7%60,274$8.43MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+52,210+42.4%175,394$24.54MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+30,467+19.6%185,960$26.01MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+28,829+93.9%59,540$8.33MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+25,39225,392$3.55MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+16,052+6.4%268,371$37.54MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+14,59314,593$2.04MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+10,15010,150$1.42MQ2 2026Aug 14, 2026
Bank Of America CorpSell-9,964-4.2%224,857$31.45MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,4055,405$756.00KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-4,477-9.6%42,213$5.90MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,340+35.9%12,635$1.74MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+2,8322,832$396.00KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+2,6382,638$369.01KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+2,2012,201$307.86KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,6061,606$224.64KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,2751,275$178.34KQ2 2026Aug 14, 2026
Ancora Advisors LlcSell-697-7.2%8,970$1.25MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-549-10.7%4,565$638.59KQ2 2026Aug 14, 2026
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Frequently asked questions about FEX activity

  • Which institutional owners are buying FEX?

    Institutional owners buying FEX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FEX activity?

    "Buy" means an investor increased their reported position in FEX compared to the prior reporting period. This reflects growing exposure to FIRST TRUST LARGE CAP CORE A (FEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FEX increasing?

    Institutional interest in FEX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.