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 $808.02M 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 $129.23M in its March 31, 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 $145.94M, representing an estimated gain of +12.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed FEX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, 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
231
Total Reported Value
$808.02M
Largest Holder
Morgan Stanley
Largest Position
$129.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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% | 1,059,902 | $129,231,565 | $145,939,814 | +$16,708,249 | +12.93% | |
| Lpl Financial Llc | 0.03% | 972,370 | $118,558,766 | $133,887,376 | +$15,328,610 | +12.93% | |
| Wells Fargo & Company/Mn | 0.01% | 536,727 | $65,441,886 | $73,902,907 | +$8,461,021 | +12.93% | |
| Raymond James Financial Inc | 0.01% | 252,319 | $30,764,585 | $34,742,257 | +$3,977,672 | +12.93% | |
| Commonwealth Equity Services, Llc | 0.04% | 217,999 | $30,492,230 | $30,016,675 | -$475,555 | -1.56% | |
| Bank Of America Corp | 0.00% | 234,821 | $28,631,141 | $32,332,926 | +$3,701,785 | +12.93% | |
| Hbk Sorce Advisory Llc | 0.47% | 176,933 | $23,228,860 | $24,362,223 | +$1,133,363 | +4.88% | |
| Ubs Group Ag | 0.00% | 184,334 | $22,475,476 | $25,381,280 | +$2,905,804 | +12.93% | |
| Truist Financial Corp | 0.03% | 156,941 | $21,951,819 | $21,609,489 | -$342,330 | -1.56% | |
| Royal Bank Of Canada | 0.00% | 155,493 | $18,958,000 | $21,410,111 | +$2,452,111 | +12.93% | |
| Crusonia Wealth Advisors Llc | 3.03% | 132,071 | $18,473,266 | $18,185,094 | -$288,172 | -1.56% | |
| Private Advisor Group, Llc | 0.08% | 130,523 | $18,256,695 | $17,971,947 | -$284,748 | -1.56% | |
| Silver Oak Securities, Incorporated | 1.20% | 134,610 | $16,412,662 | $18,534,693 | +$2,122,031 | +12.93% | |
| Osaic Holdings, Inc. | 0.02% | 123,184 | $15,022,635 | $16,961,427 | +$1,938,792 | +12.91% | |
| Cetera Investment Advisers | 0.02% | 118,123 | $14,402,472 | $16,264,568 | +$1,862,096 | +12.93% | |
| Envestnet Asset Management Inc | 0.00% | 86,559 | $12,107,338 | $11,918,465 | -$188,873 | -1.56% | |
| Elevation Capital Advisory, Llc | 4.57% | 84,534 | $11,824,053 | $11,639,639 | -$184,414 | -1.56% | |
| Bip Wealth, Llc | 0.24% | 60,352 | $8,441,648 | $8,309,976 | -$131,672 | -1.56% | |
| Us Bancorp \De\ | 0.01% | 61,938 | $7,552,055 | $8,528,355 | +$976,300 | +12.93% | |
| Great Valley Advisor Group, Inc. | 0.14% | 61,636 | $7,514,839 | $8,486,772 | +$971,933 | +12.93% | |
| Kingsview Wealth Management, Llc | 0.10% | 60,989 | $7,436,247 | $8,397,685 | +$961,438 | +12.93% | |
| Chicago Partners Investment Group Llc | 0.15% | 54,293 | $7,380,342 | $7,475,701 | +$95,359 | +1.29% | |
| &Partners | 0.03% | 56,623 | $6,903,494 | $7,796,523 | +$893,029 | +12.94% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 48,559 | $6,652,650 | $6,686,176 | +$33,526 | +0.50% | |
| Triumph Capital Management | 1.18% | 46,672 | $6,528,165 | $6,426,352 | -$101,813 | -1.56% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 53,160 | $6,481,725 | $7,319,696 | +$837,971 | +12.93% | |
| Goldman Sachs Group Inc | 0.00% | 46,690 | $5,692,804 | $6,428,830 | +$736,026 | +12.93% | |
| Rockefeller Capital Management L.P. | 0.01% | 45,937 | $5,600,993 | $6,325,148 | +$724,155 | +12.93% | |
| Kpp Advisory Services Llc | 0.54% | 30,188 | $4,222,562 | $4,156,640 | -$65,922 | -1.56% | |
| First Trust Advisors Lp | 0.00% | 33,098 | $4,035,563 | $4,557,323 | +$521,760 | +12.93% | |
| Mercer Global Advisors Inc | 0.01% | 31,436 | $3,832,821 | $4,328,479 | +$495,658 | +12.93% | |
| Susquehanna International Group, Llp | 0.00% | 30,711 | $3,744,522 | $4,228,653 | +$484,131 | +12.93% | |
| D.A. Davidson & Co. | 0.02% | 26,078 | $3,647,620 | $3,590,727 | -$56,893 | -1.56% | |
| Sanctuary Advisors, Llc | 0.02% | 28,653 | $3,493,534 | $3,945,283 | +$451,749 | +12.93% | |
| Tcfg Investment Advisors, Llc | 1.01% | 21,490 | $3,005,879 | $2,958,997 | -$46,882 | -1.56% | |
| Baird Financial Group, Inc. | 0.00% | 23,242 | $2,833,844 | $3,200,233 | +$366,389 | +12.93% | |
| Citadel Advisors Llc | 0.00% | 22,078 | $2,691,920 | $3,039,960 | +$348,040 | +12.93% | |
| Tcfg Wealth Management, Llc | 0.98% | 21,507 | $2,622,299 | $2,961,338 | +$339,039 | +12.93% | |
| Keystone Wealth Services, Llc | 0.53% | 20,181 | $2,460,623 | $2,778,758 | +$318,135 | +12.93% | |
| Belpointe Asset Management Llc | 0.07% | 16,135 | $2,256,858 | $2,221,657 | -$35,201 | -1.56% | |
| Hightower Advisors, Llc | 0.00% | 17,869 | $2,178,743 | $2,460,415 | +$281,672 | +12.93% | |
| Benjamin Edwards Inc | 0.02% | 15,476 | $2,166,213 | $2,130,918 | -$35,295 | -1.63% | |
| Oppenheimer & Co Inc | 0.02% | 15,402 | $2,154,330 | $2,120,729 | -$33,601 | -1.56% | |
| Assuredpartners Investment Advisors, Llc | 0.23% | 16,875 | $2,081,552 | $2,323,549 | +$241,997 | +11.63% | |
| Focus Financial Network, Inc. | 0.06% | 14,735 | $2,061,038 | $2,028,889 | -$32,149 | -1.56% | |
| Captrust Financial Advisors | 0.00% | 16,237 | $1,979,779 | $2,235,702 | +$255,923 | +12.93% | |
| Creative Planning | 0.00% | 15,483 | $1,887,839 | $2,131,882 | +$244,043 | +12.93% | |
| Atlanta Consulting Group Advisors, Llc | 0.39% | 15,049 | $1,834,890 | $2,072,124 | +$237,234 | +12.93% | |
| Independent Advisor Alliance | 0.02% | 14,398 | $1,755,572 | $1,982,487 | +$226,915 | +12.93% | |
| Morey & Quinn Wealth Partners, Llc | 1.07% | 11,907 | $1,665,490 | $1,639,496 | -$25,994 | -1.56% |
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.