FEX

First Trust Large Cap Core A

+$11.8M

Net Activity

Institutions Holding

227

Popularity Rank

#2589

Avg Weight

0.11%

Total Value

$859.1M

Ownership Trend

227 institutions currently hold FEX, with 74 net buyers and 96 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

96

Net Buying Institutions

74

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$129.2M
LF
LPL Financial LLC
$118.6M
WF
Wells Fargo & Company/mn
$65.4M
JM
Janney Montgomery Scott LLC
$62.4M
RJ
Raymond James Financial INC
$30.8M

Top 5 by Conviction

CW
Crusonia Wealth Advisors LLC
3.32%
EC
Elevation Capital Advisory, LLC
2.55%
TC
Triumph Capital Management
1.29%
SO
Silver Oak Securities, Incorporated
1.20%
TW
Tcfg Wealth Management, LLC
0.98%
View all 227 holding institutions

Quarterly Activity

Recent Activity

+$332.8M

Total Buy Value

$604.6M

Total Sell Value

New buy19
Trim88
Add55
Sold out8

74

Net Buyers

96

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST LARGE CAP CORE A (FEX)?
Major stakeholders currently include Morgan Stanley ($129.2M), LPL Financial LLC ($118.6M), Wells Fargo & Company/mn ($65.4M). Based on the latest 13F filings, there are a total of 227 tracked investment funds and institutions maintaining positions in FEX.
What is the overall institutional sentiment toward FEX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $11.8M, driven by 74 managers accumulating shares while 96 reduced their exposure.
Which institutions have been selling or reducing their FEX positions?
In the latest period, 88 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $604.6M.
Are there any notable investors adding FEX to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 55 existing holders added to their shares. The total reported buy value for the quarter amounted to $332.8M.

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