Purchases and Sales Made in Q3 2022 in First Tr Large Cap Core Alphde (FEX)

FEX Quotes by TradingView

This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q3 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
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
28.3K
+ 6.67%
$2.04M - $2.42M
453K $46.9M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
19.7K
+ 14.43%
$1.42M - $1.69M
156K $16.2M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
18.7K
+ 4.85%
$1.35M - $1.6M
405K $42M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
18.5K
New
$1.33M - $1.58M
18.5K $1.91M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
17.5K
+ 46.66%
$1.27M - $1.5M
55.1K $5.71M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
17.4K
+ 20.69%
$1.26M - $1.49M
102K $10.5M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
14.9K
+ 115.84%
$1.07M - $1.27M
27.7K $2.87M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
12.2K
+ 305.35%
$882K - $1.04M
16.2K $1.68M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
9.53K
+ 7.59%
$688K - $814K
135K $14M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
9.41K
New
$680K - $805K
9.41K $976K
Oct 17, 2022 Q3 2022
Drake & Associates, LLC

Waukesha, WI
BUY
 -
7.6K
+ 4.55%
$549K - $650K
175K $18.1M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
7.14K
+ 1.54%
$516K - $610K
472K $48.9M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
6.85K
+ 52.68%
$495K - $586K
19.8K $2.06M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
6.85K
+ 52.68%
$495K - $586K
19.8K $2.06M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
5.7K
+ 8.31%
$412K - $487K
74.3K $7.71M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
5.22K
+ 2.78%
$377K - $446K
193K $20M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
5.07K
+ 3.78%
$366K - $433K
139K $14.4M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
4.87K
+ 11.84%
$351K - $416K
46K $4.77M
Oct 11, 2022 Q3 2022
Lvz, Inc.

BUY
 -
4.49K
+ 31.87%
$324K - $384K
18.6K $1.93M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
4.48K
+ 6.78%
$324K - $383K
70.6K $7.32M
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

BUY
 -
3.8K
New
$274K - $325K
3.8K $394K
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
3.6K
New
$260K - $308K
3.6K $373K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.25K
+ 5.03%
$235K - $278K
67.9K $7.03M
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
2.98K
New
$215K - $255K
2.98K $309K
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
2.84K
New
$205K - $243K
2.84K $295K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
2.78K
+ 5.04%
$201K - $238K
58K $6.01M
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.73K
+ 45.43%
$197K - $233K
8.74K $906K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.14K
New
$154K - $183K
2.14K $222K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.98K
+ 5.95%
$143K - $169K
35.2K $3.65M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.85K
+ 1.71%
$134K - $158K
110K $11.4M
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
1.48K
+ 43.24%
$107K - $126K
4.9K $508K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.38K
+ 67.93%
$99.4K - $118K
3.4K $353K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.29K
+ 10.18%
$93.2K - $110K
14K $1.45M
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.22K
+ 2.43%
$88.2K - $104K
51.5K $5.34M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.09K
+ 10.12%
$78.6K - $93K
11.8K $1.23M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
1.02K
+ 0.53%
$73.6K - $87.1K
193K $20M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1K
New
$72.4K - $85.7K
1K $104K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
932
New
$67.3K - $79.7K
932 $96.6K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
668
+ 24.7%
$48.2K - $57.1K
3.37K $350K
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
593
+ 222.93%
$42.8K - $50.7K
859 $89.1K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
503
+ 0.86%
$36.3K - $43K
59K $6.12M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
487
New
$35.2K - $41.6K
487 $50.5K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
366
+ 5.83%
$26.4K - $31.3K
6.64K $688K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
332
+ 18.13%
$24K - $28.4K
2.16K $224K
Oct 11, 2022 Q3 2022
Rda Financial Network

BUY
 -
287
+ 0.88%
$20.7K - $24.5K
32.7K $3.39M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
179
+ 2.54%
$12.9K - $15.3K
7.22K $749K
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
158
+ 2.04%
$11.4K - $13.5K
7.89K $818K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
94
+ 177.36%
$6.79K - $8.04K
147 $15.2K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
81
+ 0.84%
$5.85K - $6.92K
9.72K $1.01M

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