Purchases and Sales Made in Q1 2022 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 2022. 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 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
309KNew |
$25.6M - $28.5M
|
309K
$33.9M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
229K+ 7806.58% |
$19M - $21.1M
|
232K
$25.4M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
223KNew |
$18.5M - $20.6M
|
223K
$24.5M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
221KNew |
$18.3M - $20.4M
|
221K
$24.2M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
66.9K+ 1368.21% |
$5.54M - $6.17M
|
71.8K
$7.87M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.1K+ 50.58% |
$3.15M - $3.51M
|
113K
$12.4M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.2KNew |
$1.83M - $2.04M
|
22.2K
$2.43M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$1.34M - $1.5M
|
16.2K
$1.78M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.6K+ 8.41% |
$1.21M - $1.35M
|
188K
$20.6M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4KNew |
$1.11M - $1.24M
|
13.4K
$1.47M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.7K+ 31.26% |
$971K - $1.08M
|
49.2K
$5.4M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 2.61% |
$965K - $1.08M
|
458K
$50.3M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.6K+ 11.4% |
$961K - $1.07M
|
113K
$12.4M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 0.89% |
$910K - $1.01M
|
1.25M
$137M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.93KNew |
$821K - $915K
|
9.93K
$1.09M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.77KNew |
$726K - $809K
|
8.77K
$962K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.04KNew |
$583K - $649K
|
7.04K
$772K
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.96K+ 1033.43% |
$576K - $641K
|
7.63K
$836K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.49KNew |
$537K - $599K
|
6.49K
$712K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.22K+ 66.01% |
$432K - $482K
|
13.1K
$1.44M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.95KNew |
$409K - $456K
|
4.95K
$542K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.67K+ 56.51% |
$387K - $431K
|
12.9K
$1.42M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.09K+ 7.08% |
$339K - $377K
|
61.9K
$6.79M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.69K+ 10.8% |
$305K - $340K
|
37.8K
$4.15M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.5K+ 5.14% |
$290K - $323K
|
71.7K
$7.86M
|
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.15KNew |
$261K - $291K
|
3.15K
$346K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.07K+ 32.58% |
$254K - $283K
|
12.5K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8KNew |
$232K - $258K
|
2.8K
$307K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.46KNew |
$204K - $227K
|
2.46K
$270K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.46K+ 33.85% |
$204K - $227K
|
9.74K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.4K+ 0.86% |
$199K - $221K
|
282K
$30.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34K+ 4.57% |
$194K - $216K
|
53.6K
$5.88M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.32K+ 43.62% |
$192K - $214K
|
7.64K
$837K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 4.09% |
$180K - $201K
|
55.5K
$6.09M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82K+ 46.0% |
$151K - $168K
|
5.78K
$634K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.32K+ 50.0% |
$109K - $121K
|
3.95K
$432K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15KNew |
$95.1K - $106K
|
1.15K
$126K
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.13K+ 47.39% |
$93.3K - $104K
|
3.51K
$384K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
960+ 8.0% |
$79.4K - $88.5K
|
13K
$1.42M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
894+ 5.42% |
$74K - $82.5K
|
17.4K
$1.91M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
811+ 2.62% |
$67.1K - $74.8K
|
31.7K
$3.48M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
722+ 10.34% |
$59.8K - $66.6K
|
7.71K
$845K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
695+ 0.35% |
$57.5K - $64.1K
|
197K
$21.6M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
574New |
$47.5K - $52.9K
|
574
$62.9K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
528New |
$43.7K - $48.7K
|
528
$57.9K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
492+ 2.84% |
$40.7K - $45.4K
|
17.8K
$1.96M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
353+ 23.88% |
$29.2K - $32.6K
|
1.83K
$201K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
299+ 6.41% |
$24.7K - $27.6K
|
4.97K
$544K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 1.75% |
$17.5K - $19.6K
|
12.4K
$1.35M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 2.67% |
$12.4K - $13.8K
|
5.76K
$631K
|