PARK NATIONAL CORP /OH/ FEX — First Trust Large Cap

Ownership history in PARK NATIONAL CORP /OH/  ·  47 quarters on record

AI Ownership Summary

PARK NATIONAL CORP /OH/ reported First Trust Large Cap (FEX) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows FEX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARK NATIONAL CORP /OH/'s position in First Trust Large Cap, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FEX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FEX stock page PARK NATIONAL CORP /OH/ fund profile PARK NATIONAL CORP /OH/ full holdings
How PARK NATIONAL CORP /OH/ held FEX — position size vs. price
% of Fund (quarterly)    FEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,305 — 0% 0.03% $1.0M 2026-04-16 $127.95
2025 Q4 UNCHANGED — — — 8,305 — 0% 0.03% $985K 2026-01-05 $121.11
2025 Q3 REDUCED 7.3% +2.9% ❌ 8,305 -650 -7.3% 0.03% $970K 2025-10-01 $116.38
2025 Q2 REDUCED — — — 8,955 -180 -2.0% 0.03% $985K 2025-07-01 $109.67
2025 Q1 REDUCED 5.5% +7.6% ❌ 9,135 -535 -5.5% 0.03% $936K 2025-04-02 $102.59
2024 Q4 REDUCED — — — 9,670 -80 -0.8% 0.04% $1.0M 2025-01-08 $103.74
2024 Q3 UNCHANGED — — — 9,750 — 0% 0.04% $1.0M 2024-10-01 $101.94
2024 Q2 REDUCED 34.7% +7.8% ❌ 9,750 -5,186 -34.7% 0.03% $946K 2024-07-15 $97.26
2024 Q1 REDUCED — — — 14,936 -445 -2.9% 0.06% $1.5M 2024-04-01 $96.52
2023 Q4 REDUCED — — — 15,381 -650 -4.1% 0.06% $1.4M 2024-01-02 $87.69
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FEX

As of 2026 Q1 — sorted by position size

SILVER OAK SECURITIES, INCORPORATED 3Y 1.2% Morey & Quinn Wealth Partners, LLC 1.04% TCFG WEALTH MANAGEMENT, LLC 0.98% BIP Wealth, LLC 0.63% Farrell Financial LLC 0.62% KPP Advisory Services LLC 0.53% WETZEL INVESTMENT ADVISORS, INC. 0.46% Nova Wealth Management, Inc. 0.3% Hilton Head Capital Partners, LLC 0.23% AssuredPartners Investment Advisors, LLC 0.23%

FAQ About PARK NATIONAL CORP /OH/ and FEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARK NATIONAL CORP /OH/ reported owning FEX?

PARK NATIONAL CORP /OH/ reported FEX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FEX position in PARK NATIONAL CORP /OH/'s portfolio?

The largest reported portfolio weight for FEX was 0.06% in 2024 Q1.

What is the latest reported FEX position on this page?

The most recent filing on this page is 2026 Q1, when PARK NATIONAL CORP /OH/ reported 8,305 shares, equal to 0.03% of portfolio, with an estimated market value of $1.0M.

What does the chart on this FEX ownership page compare?

The chart compares PARK NATIONAL CORP /OH/'s quarterly FEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PARK NATIONAL CORP /OH/ time their FEX position?

Based on 13F filing dates vs. subsequent FEX price moves, PARK NATIONAL CORP /OH/ correctly timed 16 out of 39 reported position changes (41%). The annualised alpha on FEX relative to SPY over the holding period was -1.7%.

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