Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
305+ 2.44% |
$27K - $30.3K
|
12.8K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
268+ 5.92% |
$23.7K - $26.6K
|
4.8K
$497K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
181+ 5.77% |
$16K - $18K
|
3.32K
$344K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150+ 1.56% |
$13.3K - $14.9K
|
9.79K
$1.02M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
144+ 2.56% |
$12.7K - $14.3K
|
5.76K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130+ 0.73% |
$11.5K - $12.9K
|
18K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106+ 0.73% |
$9.37K - $10.5K
|
14.5K
$1.51M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
101+ 1.02% |
$8.93K - $10K
|
9.99K
$1.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
100+ 2.0% |
$8.84K - $9.92K
|
5.09K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
90+ 0.89% |
$7.96K - $8.93K
|
10.3K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
75New |
$6.63K - $7.44K
|
75
$7.78K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
54+ 1.42% |
$4.78K - $5.36K
|
3.86K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
27+ 0.18% |
$2.39K - $2.68K
|
15.2K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
25+ 0.34% |
$2.21K - $2.48K
|
7.33K
$760K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
25+ 89.29% |
$2.21K - $2.48K
|
53
$5.5K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.68% |
$1.77K - $1.98K
|
2.98K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.13% |
$973 - $1.09K
|
8.32K
$862K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10+ 0.44% |
$884 - $992
|
2.27K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
6+ 0.17% |
$531 - $595
|
3.55K
$368K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.05% |
$354 - $397
|
8.09K
$838K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$265 - $298
|
2.77K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$265 - $298
|
2.67K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.03% |
$265 - $298
|
10.2K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.02% |
$177 - $198
|
8.2K
$850K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.28% |
$177 - $198
|
725
$75.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.06% |
$177 - $198
|
3.51K
$364K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2+ 0.06% |
$177 - $198
|
3.24K
$336K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$177 - $198
|
4.29K
$445K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.91% |
$88.4 - $99.2
|
111
$11.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$88.4 - $99.2
|
454
$47.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.37% |
$88.4 - $99.2
|
271
$28.1K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$88.4 - $99.2
|
243
$25.2K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.02% |
$88.4 - $99.2
|
5.29K
$549K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 1.28% |
$619 - $695
|
538
$55.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8- 0.27% |
$708 - $794
|
2.96K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.32% |
$1.24K - $1.39K
|
4.39K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.8% |
$3.01K - $3.37K
|
4.23K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-40- 0.27% |
$3.54K - $3.97K
|
15K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45- 0.55% |
$3.98K - $4.47K
|
8.17K
$847K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-47- 2.93% |
$4.16K - $4.66K
|
1.56K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-49- 1.61% |
$4.33K - $4.86K
|
3K
$311K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-51- 1.32% |
$4.51K - $5.06K
|
3.8K
$394K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-52- 0.85% |
$4.6K - $5.16K
|
6.1K
$632K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 32.32% |
$4.69K - $5.26K
|
111
$11.5K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-59- 0.43% |
$5.22K - $5.86K
|
13.8K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-75- 1.95% |
$6.63K - $7.44K
|
3.77K
$390K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-81- 0.82% |
$7.16K - $8.04K
|
9.79K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 3.54% |
$8.84K - $9.92K
|
2.72K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-111- 26.88% |
$9.82K - $11K
|
302
$31.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-122- 17.6% |
$10.8K - $12.1K
|
571
$59.2K
|