FEX — FIRST TR LRGE CP CORE ALPHA

Ownership history in RiverTree Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which RiverTree Advisors, LLC reported a position in FIRST TR LRGE CP CORE ALPHA (FEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.35% (2022 Q4)
Avg. % of fund
1.77%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,941 -2,698 -18.4% 0.89% $1.4M $116.42
2025 Q2 REDUCED 14,639 -36,287 -71.3% 1.08% $1.6M $109.28
2022 Q4 INITIATED 50,926 — — 3.35% $4.1M —
% of Fund (quarterly)    FEX price (monthly, adj. close)

Other funds also holding FEX

As of 2025 Q4 — sorted by position size

SILVER OAK SECURITIES, INCORPORATED 3Y 1.1% TCFG WEALTH MANAGEMENT, LLC 0.99% Farrell Financial LLC 0.6% BIP Wealth, LLC 0.56% KPP Advisory Services LLC 0.55% HBK Sorce Advisory LLC 3Y 7Y 0.52% WETZEL INVESTMENT ADVISORS, INC. 0.46% Atlanta Consulting Group Advisors, LLC 0.4% HFG Advisors, Inc. 3Y 0.39% Kaydan Wealth Management, Inc. 3Y 0.37%
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