FEX Institutional Ownership & Shareholders
FIRST TRUST LARGE CAP CORE A (FEX) is currently held by 235 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $981.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $146.53M, representing an estimated loss of -1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
235
Total Reported Value
$981.23M
Largest Holder
Morgan Stanley
Largest Position
$148.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | $146,532,459 | -$2,388,650 | -1.60% | |
| Lpl Financial Llc | 0.02% | 778,330 | $108,867,607 | $107,121,558 | -$1,746,049 | -1.60% | |
| Janney Montgomery Scott Llc | 0.14% | 509,390 | $71,250,000 | $70,107,346 | -$1,142,654 | -1.60% | |
| Wells Fargo & Company/Mn | 0.01% | 479,180 | $67,024,581 | $65,949,543 | -$1,075,038 | -1.60% | |
| Raymond James Financial Inc | 0.01% | 268,371 | $37,538,043 | $36,935,901 | -$602,142 | -1.60% | |
| Bank Of America Corp | 0.00% | 224,857 | $31,451,477 | $30,947,069 | -$504,408 | -1.60% | |
| Commonwealth Equity Services, Llc | 0.04% | 217,999 | $30,492,230 | $30,003,202 | -$489,028 | -1.60% | |
| Modern Wealth Management, Llc | 0.36% | 212,851 | $29,772,157 | $29,294,683 | -$477,474 | -1.60% | |
| Royal Bank Of Canada | 0.00% | 185,960 | $26,011,000 | $25,593,675 | -$417,325 | -1.60% | |
| Ubs Group Ag | 0.00% | 184,252 | $25,771,880 | $25,358,603 | -$413,277 | -1.60% | |
| Osaic Holdings, Inc. | 0.03% | 175,394 | $24,538,830 | $24,139,476 | -$399,354 | -1.63% | |
| Hbk Sorce Advisory Llc | 0.47% | 174,191 | $24,280,261 | $23,973,907 | -$306,354 | -1.26% | |
| &Partners | 0.08% | 137,868 | $18,458,105 | $18,974,773 | +$516,668 | +2.80% | |
| Silver Oak Securities, Incorporated | 1.12% | 131,869 | $18,444,983 | $18,149,130 | -$295,853 | -1.60% | |
| Private Advisor Group, Llc | 0.08% | 130,523 | $18,256,695 | $17,963,880 | -$292,815 | -1.60% | |
| Crusonia Wealth Advisors Llc | 2.62% | 131,505 | $17,437,944 | $18,099,033 | +$661,089 | +3.79% | |
| Cetera Investment Advisers | 0.02% | 120,610 | $16,870,057 | $16,599,554 | -$270,503 | -1.60% | |
| Envestnet Asset Management Inc | 0.00% | 86,559 | $12,107,338 | $11,913,115 | -$194,223 | -1.60% | |
| Truist Financial Corp | 0.01% | 86,939 | $11,528,334 | $11,965,415 | +$437,081 | +3.79% | |
| Great Valley Advisor Group, Inc. | 0.15% | 66,153 | $9,253,418 | $9,104,637 | -$148,781 | -1.61% | |
| Kingsview Wealth Management, Llc | 0.10% | 61,448 | $8,594,919 | $8,457,088 | -$137,831 | -1.60% | |
| Ameritas Advisory Services, Llc | 0.17% | 60,274 | $8,430,678 | $8,295,511 | -$135,167 | -1.60% | |
| Susquehanna International Group, Llp | 0.01% | 59,540 | $8,328,062 | $8,194,490 | -$133,572 | -1.60% | |
| Us Bancorp \De\ | 0.01% | 57,599 | $8,056,850 | $7,927,350 | -$129,500 | -1.61% | |
| Bip Wealth, Llc | 0.22% | 60,062 | $7,964,480 | $8,266,333 | +$301,853 | +3.79% | |
| Chicago Partners Investment Group Llc | 0.14% | 54,499 | $7,459,052 | $7,500,697 | +$41,645 | +0.56% | |
| Rockefeller Capital Management L.P. | 0.01% | 47,635 | $6,662,894 | $6,556,005 | -$106,889 | -1.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 47,266 | $6,402,667 | $6,505,220 | +$102,553 | +1.60% | |
| Elevation Capital Advisory, Llc | 2.47% | 47,440 | $6,290,694 | $6,529,167 | +$238,473 | +3.79% | |
| Goldman Sachs Group Inc | 0.00% | 42,213 | $5,904,476 | $5,809,775 | -$94,701 | -1.60% | |
| Triumph Capital Management | 1.01% | 42,804 | $5,675,971 | $5,891,115 | +$215,144 | +3.79% | |
| Mml Investors Services, Llc | 0.01% | 34,990 | $4,894,190 | $4,815,674 | -$78,516 | -1.60% | |
| Pinnacle Wealth Management Group, Inc. | 2.23% | 36,704 | $4,867,072 | $5,051,572 | +$184,500 | +3.79% | |
| First Trust Advisors Lp | 0.00% | 32,844 | $4,594,001 | $4,520,320 | -$73,681 | -1.60% | |
| Sanctuary Advisors, Llc | 0.02% | 28,585 | $3,998,299 | $3,934,154 | -$64,145 | -1.60% | |
| Kpp Advisory Services Llc | 0.63% | 28,438 | $3,770,962 | $3,913,922 | +$142,960 | +3.79% | |
| Baird Financial Group, Inc. | 0.00% | 25,934 | $3,627,477 | $3,569,296 | -$58,181 | -1.60% | |
| Gts Securities Llc | 0.07% | 25,392 | $3,551,655 | $3,494,701 | -$56,954 | -1.60% | |
| D.A. Davidson & Co. | 0.02% | 26,015 | $3,449,695 | $3,580,444 | +$130,749 | +3.79% | |
| Keystone Wealth Services, Llc | 0.52% | 20,181 | $2,822,785 | $2,777,511 | -$45,274 | -1.60% | |
| Tcfg Investment Advisors, Llc | 0.93% | 20,485 | $2,716,378 | $2,819,351 | +$102,973 | +3.79% | |
| Tcfg Wealth Management, Llc | 0.98% | 21,507 | $2,622,299 | $2,960,008 | +$337,709 | +12.88% | |
| Captrust Financial Advisors | 0.00% | 16,158 | $2,260,078 | $2,223,826 | -$36,252 | -1.60% | |
| Belpointe Asset Management Llc | 0.07% | 16,135 | $2,256,858 | $2,220,660 | -$36,198 | -1.60% | |
| Assuredpartners Investment Advisors, Llc | 0.21% | 15,877 | $2,220,804 | $2,185,152 | -$35,652 | -1.61% | |
| Mercer Global Advisors Inc | 0.00% | 15,645 | $2,188,275 | $2,153,221 | -$35,054 | -1.60% | |
| Benjamin Edwards Inc | 0.02% | 15,476 | $2,166,213 | $2,129,962 | -$36,251 | -1.67% | |
| Atlanta Consulting Group Advisors, Llc | 0.33% | 15,049 | $2,104,955 | $2,071,194 | -$33,761 | -1.60% | |
| Oppenheimer & Co Inc | 0.02% | 15,414 | $2,043,947 | $2,121,429 | +$77,482 | +3.79% | |
| Jane Street Group, Llc | 0.00% | 14,593 | $2,041,173 | $2,008,435 | -$32,738 | -1.60% |
Frequently asked questions about FEX
Who are the largest institutional holders of FEX?
The largest institutional holders of FEX reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Janney Montgomery Scott Llc, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FEX position.
What is FEX institutional ownership?
This page tracks FEX positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST LARGE CAP CORE A (FEX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FEX?
InsiderSet currently tracks 235 institutional managers reporting FEX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FEX shareholders.
How much FEX stock do institutions own?
Institutional investment managers disclosed approximately $981.23M in FEX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FEX institutional ownership last updated?
The latest FEX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FEX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FEX position after the reporting date.
Are institutions buying or selling FEX?
Institutional buying and selling can be analyzed by comparing FEX positions across consecutive 13F reporting periods. InsiderSet's FEX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FEX ownership changes.
How has FEX institutional ownership changed over time?
InsiderSet tracks FEX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.