Purchases and Sales Made in Q1 2021 in First Tr Large Cap Core Alphde (FEX)
This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP CORE ALPHDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
100K+ 1296.91% |
$7.25M - $8.1M
|
108K
$11.8M
|
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
88.3KNew |
$6.39M - $7.14M
|
88.3K
$9.69M
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
81.8KNew |
$5.92M - $6.61M
|
81.8K
$8.97M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46.8K+ 2355.23% |
$3.39M - $3.78M
|
48.8K
$5.35M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.5K+ 105.76% |
$2.72M - $3.03M
|
73.1K
$8.01M
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
31.4K+ 838.19% |
$2.27M - $2.54M
|
35.2K
$3.86M
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
BUY
|
- |
19.9K+ 304.5% |
$1.44M - $1.61M
|
26.4K
$2.9M
|
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
15.8KNew |
$1.14M - $1.28M
|
15.8K
$1.73M
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.9K+ 334.78% |
$1.08M - $1.2M
|
19.3K
$2.12M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1K+ 48.49% |
$1.02M - $1.14M
|
43.1K
$4.72M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 35.44% |
$761K - $850K
|
40.2K
$4.41M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 1.29% |
$753K - $841K
|
817K
$89.6M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 5.93% |
$736K - $822K
|
182K
$19.9M
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.77KNew |
$417K - $466K
|
5.77K
$633K
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.07KNew |
$367K - $410K
|
5.07K
$556K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
4.38KNew |
$317K - $354K
|
4.38K
$480K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.31K+ 10.08% |
$312K - $348K
|
47.1K
$5.16M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.62KNew |
$262K - $292K
|
3.62K
$396K
|
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.48KNew |
$252K - $281K
|
3.48K
$381K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.38K+ 35.89% |
$244K - $273K
|
12.8K
$1.4M
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.64KNew |
$191K - $213K
|
2.64K
$289K
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.62K+ 69.76% |
$190K - $212K
|
6.38K
$699K
|
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.51K+ 100.0% |
$182K - $203K
|
5.03K
$551K
|
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.51KNew |
$181K - $203K
|
2.51K
$275K
|
|
|
May 10, 2021
Q1 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.5KNew |
$181K - $202K
|
2.5K
$274K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.99KNew |
$144K - $161K
|
1.99K
$218K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.56KNew |
$113K - $126K
|
1.56K
$171K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 12.58% |
$85.6K - $95.6K
|
10.6K
$1.16M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
970+ 4.17% |
$70.2K - $78.4K
|
24.2K
$2.66M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
813+ 10.73% |
$58.8K - $65.7K
|
8.39K
$920K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
532+ 37.07% |
$38.5K - $43K
|
1.97K
$216K
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500New |
$36.2K - $40.4K
|
500
$54.8K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
278+ 4.6% |
$20.1K - $22.5K
|
6.33K
$694K
|
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
276New |
$20K - $22.3K
|
276
$30.3K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
267+ 8.81% |
$19.3K - $21.6K
|
3.3K
$361K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
263+ 2.14% |
$19K - $21.3K
|
12.6K
$1.38M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
256+ 5.99% |
$18.5K - $20.7K
|
4.53K
$497K
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
169+ 4.06% |
$12.2K - $13.7K
|
4.34K
$475K
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
150+ 5.32% |
$10.8K - $12.1K
|
2.97K
$325K
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
110New |
$7.96K - $8.89K
|
110
$12.1K
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 0.35% |
$7.81K - $8.73K
|
30.6K
$3.35M
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82New |
$5.93K - $6.63K
|
82
$8.99K
|
|
|
May 11, 2021
Q1 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64New |
$4.63K - $5.17K
|
64
$7.02K
|
|
|
May 12, 2021
Q1 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
52+ 0.49% |
$3.76K - $4.2K
|
10.6K
$1.16M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6+ 0.09% |
$434 - $485
|
6.91K
$758K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.07% |
$217 - $242
|
4.42K
$484K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$217 - $242
|
2.55K
$279K
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$145 - $162
|
18K
$1.97M
|
|
|
Apr 19, 2021
Q1 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.02% |
$72.3 - $80.8
|
4.25K
$466K
|
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$72.3 - $80.8
|
2.79K
$306K
|