FIRST TRUST LARGE CAP CORE A (FEX) Institutional Shareholders
FIRST TRUST LARGE CAP CORE A (FEX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $997.63M in FEX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FEX tracked by InsiderSet, reporting ownership valued at approximately $148.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $143.22M, representing an estimated loss of -3.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed FEX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Janney Montgomery Scott Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST LARGE CAP CORE A (FEX).
This page ranks the largest institutional FEX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
234
Total Reported Value
$997.63M
Largest Holder
Morgan Stanley
Largest Position
$148.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,064,684 | $148,921,109 | $143,215,968 | -$5,705,141 | -3.83% | |
| Lpl Financial Llc | 0.02% | 778,330 | $108,867,607 | $104,697,060 | -$4,170,547 | -3.83% | |
| Janney Montgomery Scott Llc | 0.14% | 509,390 | $71,250,000 | $68,520,596 | -$2,729,404 | -3.83% | |
| Wells Fargo & Company/Mn | 0.01% | 479,180 | $67,024,581 | $64,456,898 | -$2,567,683 | -3.83% | |
| Raymond James Financial Inc | 0.01% | 268,371 | $37,538,043 | $36,099,925 | -$1,438,118 | -3.83% | |
| Bank Of America Corp | 0.00% | 224,857 | $31,451,477 | $30,246,639 | -$1,204,838 | -3.83% | |
| Commonwealth Equity Services, Llc | 0.04% | 217,999 | $30,492,230 | $29,324,135 | -$1,168,095 | -3.83% | |
| Modern Wealth Management, Llc | 0.36% | 212,851 | $29,772,157 | $28,631,652 | -$1,140,505 | -3.83% | |
| Royal Bank Of Canada | 0.00% | 185,960 | $26,011,000 | $25,014,409 | -$996,591 | -3.83% | |
| Ubs Group Ag | 0.00% | 184,252 | $25,771,880 | $24,784,658 | -$987,222 | -3.83% | |
| Osaic Holdings, Inc. | 0.03% | 175,394 | $24,538,830 | $23,593,124 | -$945,706 | -3.85% | |
| Hbk Sorce Advisory Llc | 0.47% | 174,191 | $24,280,261 | $23,431,302 | -$848,959 | -3.50% | |
| Truist Financial Corp | 0.03% | 156,941 | $21,951,819 | $21,110,919 | -$840,900 | -3.83% | |
| Crusonia Wealth Advisors Llc | 3.03% | 132,071 | $18,473,266 | $17,765,531 | -$707,735 | -3.83% | |
| &Partners | 0.08% | 137,868 | $18,458,105 | $18,545,314 | +$87,209 | +0.47% | |
| Silver Oak Securities, Incorporated | 1.12% | 131,869 | $18,444,983 | $17,738,359 | -$706,624 | -3.83% | |
| Private Advisor Group, Llc | 0.08% | 130,523 | $18,256,695 | $17,557,301 | -$699,394 | -3.83% | |
| Cetera Investment Advisers | 0.02% | 120,610 | $16,870,057 | $16,223,854 | -$646,203 | -3.83% | |
| Envestnet Asset Management Inc | 0.00% | 86,559 | $12,107,338 | $11,643,484 | -$463,854 | -3.83% | |
| Elevation Capital Advisory, Llc | 4.57% | 84,534 | $11,824,053 | $11,371,091 | -$452,962 | -3.83% | |
| Great Valley Advisor Group, Inc. | 0.15% | 66,153 | $9,253,418 | $8,898,571 | -$354,847 | -3.83% | |
| Kingsview Wealth Management, Llc | 0.10% | 61,448 | $8,594,919 | $8,265,678 | -$329,241 | -3.83% | |
| Bip Wealth, Llc | 0.24% | 60,352 | $8,441,648 | $8,118,249 | -$323,399 | -3.83% | |
| Ameritas Advisory Services, Llc | 0.17% | 60,274 | $8,430,678 | $8,107,757 | -$322,921 | -3.83% | |
| Susquehanna International Group, Llp | 0.01% | 59,540 | $8,328,062 | $8,009,023 | -$319,039 | -3.83% | |
| Us Bancorp \De\ | 0.01% | 57,599 | $8,056,850 | $7,747,929 | -$308,921 | -3.83% | |
| Chicago Partners Investment Group Llc | 0.15% | 54,293 | $7,380,342 | $7,303,223 | -$77,119 | -1.04% | |
| Rockefeller Capital Management L.P. | 0.01% | 47,635 | $6,662,894 | $6,407,622 | -$255,272 | -3.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 48,559 | $6,652,650 | $6,531,914 | -$120,736 | -1.81% | |
| Triumph Capital Management | 1.18% | 46,672 | $6,528,165 | $6,278,084 | -$250,081 | -3.83% | |
| Goldman Sachs Group Inc | 0.00% | 42,213 | $5,904,476 | $5,678,282 | -$226,194 | -3.83% | |
| Mml Investors Services, Llc | 0.01% | 34,990 | $4,894,190 | $4,706,680 | -$187,510 | -3.83% | |
| First Trust Advisors Lp | 0.00% | 32,844 | $4,594,001 | $4,418,011 | -$175,990 | -3.83% | |
| Kpp Advisory Services Llc | 0.54% | 30,188 | $4,222,562 | $4,060,739 | -$161,823 | -3.83% | |
| Sanctuary Advisors, Llc | 0.02% | 28,585 | $3,998,299 | $3,845,111 | -$153,188 | -3.83% | |
| D.A. Davidson & Co. | 0.02% | 26,078 | $3,647,620 | $3,507,882 | -$139,738 | -3.83% | |
| Baird Financial Group, Inc. | 0.00% | 25,934 | $3,627,477 | $3,488,512 | -$138,965 | -3.83% | |
| Gts Securities Llc | 0.07% | 25,392 | $3,551,655 | $3,415,605 | -$136,050 | -3.83% | |
| Tcfg Investment Advisors, Llc | 1.01% | 21,490 | $3,005,879 | $2,890,727 | -$115,152 | -3.83% | |
| Keystone Wealth Services, Llc | 0.52% | 20,181 | $2,822,785 | $2,714,647 | -$108,138 | -3.83% | |
| Tcfg Wealth Management, Llc | 0.98% | 21,507 | $2,622,299 | $2,893,014 | +$270,715 | +10.32% | |
| Captrust Financial Advisors | 0.00% | 16,158 | $2,260,078 | $2,173,493 | -$86,585 | -3.83% | |
| Belpointe Asset Management Llc | 0.07% | 16,135 | $2,256,858 | $2,170,400 | -$86,458 | -3.83% | |
| Assuredpartners Investment Advisors, Llc | 0.21% | 15,877 | $2,220,804 | $2,135,695 | -$85,109 | -3.83% | |
| Mercer Global Advisors Inc | 0.00% | 15,645 | $2,188,275 | $2,104,487 | -$83,788 | -3.83% | |
| Benjamin Edwards Inc | 0.02% | 15,476 | $2,166,213 | $2,081,754 | -$84,459 | -3.90% | |
| Oppenheimer & Co Inc | 0.02% | 15,402 | $2,154,330 | $2,071,800 | -$82,530 | -3.83% | |
| Atlanta Consulting Group Advisors, Llc | 0.33% | 15,049 | $2,104,955 | $2,024,316 | -$80,639 | -3.83% | |
| Focus Financial Network, Inc. | 0.06% | 14,735 | $2,061,038 | $1,982,079 | -$78,959 | -3.83% | |
| Jane Street Group, Llc | 0.00% | 14,593 | $2,041,173 | $1,962,977 | -$78,196 | -3.83% |
Frequently asked questions about FEX
Who owns the most FEX stock?
The largest holders of FEX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST LARGE CAP CORE A (FEX).
Is FEX widely held by superinvestors?
Many widely followed stocks like FEX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FEX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.