Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
218K+ 330.48% |
$16.7M - $18.9M
|
284K
$29.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
119K+ 70.4% |
$9.15M - $10.3M
|
289K
$30M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 59.15% |
$8.5M - $9.59M
|
299K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.6K+ 44.86% |
$3.42M - $3.86M
|
144K
$14.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 158.2% |
$1.91M - $2.15M
|
40.6K
$4.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$1.58M - $1.79M
|
20.7K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.3K+ 4.54% |
$1.55M - $1.75M
|
467K
$48.4M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.1K+ 12.67% |
$1.38M - $1.56M
|
161K
$16.6M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.8KNew |
$1.29M - $1.45M
|
16.8K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 1.35% |
$1.23M - $1.39M
|
1.2M
$125M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.9K+ 181.68% |
$1.14M - $1.29M
|
23.1K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 18.74% |
$1.06M - $1.2M
|
87.8K
$9.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 2.85% |
$1.03M - $1.16M
|
483K
$50.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 6.67% |
$782K - $882K
|
163K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.19KNew |
$628K - $708K
|
8.19K
$849K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.86K+ 3.64% |
$449K - $507K
|
167K
$17.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.8K+ 72.63% |
$445K - $502K
|
13.8K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.8K+ 72.63% |
$445K - $502K
|
13.8K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.8K+ 3.32% |
$445K - $502K
|
181K
$18.7M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.6K+ 17.26% |
$429K - $484K
|
38K
$3.94M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.6K+ 17.26% |
$429K - $484K
|
38K
$3.94M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.85K+ 29.01% |
$372K - $419K
|
21.6K
$2.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.17K+ 83.67% |
$320K - $361K
|
9.16K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.64KNew |
$279K - $314K
|
3.64K
$377K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.52KNew |
$270K - $305K
|
3.52K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$225K - $254K
|
2.94K
$305K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.88KNew |
$220K - $249K
|
2.88K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.5KNew |
$192K - $216K
|
2.5K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.06K+ 67.55% |
$158K - $178K
|
5.11K
$530K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.05K+ 11.22% |
$157K - $177K
|
20.3K
$2.1M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 1.0% |
$143K - $161K
|
188K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.78KNew |
$136K - $154K
|
1.78K
$185K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.73K+ 3.55% |
$133K - $150K
|
50.5K
$5.24M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.35K+ 41.3% |
$103K - $116K
|
4.6K
$477K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 7.44% |
$92.3K - $104K
|
17.4K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 1.99% |
$86.8K - $97.9K
|
58.1K
$6.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
1.03K+ 5.08% |
$79.1K - $89.2K
|
21.3K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
932New |
$71.4K - $80.6K
|
932
$96.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
825+ 44.28% |
$63.2K - $71.3K
|
2.69K
$279K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
597+ 1.6% |
$45.8K - $51.6K
|
37.8K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
558+ 5.21% |
$42.8K - $48.2K
|
11.3K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
340+ 97.14% |
$26.1K - $29.4K
|
690
$71.5K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
300+ 4.88% |
$23K - $25.9K
|
6.45K
$668K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
267New |
$20.5K - $23.1K
|
267
$27.7K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
155New |
$11.9K - $13.4K
|
155
$16.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 1.51% |
$11.9K - $13.4K
|
10.4K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
145+ 1.23% |
$11.1K - $12.5K
|
12K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
136+ 24.95% |
$10.4K - $11.8K
|
681
$70.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
128+ 180.28% |
$9.81K - $11.1K
|
199
$20.6K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
108+ 0.85% |
$8.28K - $9.34K
|
12.8K
$1.33M
|