Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27K+ 26.08% |
$2.97M - $3.16M
|
130K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.6K+ 2.19% |
$2.37M - $2.52M
|
1.01M
$116M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.3K+ 11.75% |
$1.8M - $1.91M
|
155K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4K+ 60.5% |
$1.58M - $1.68M
|
38.2K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 8.08% |
$1.41M - $1.5M
|
171K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.23K+ 141.24% |
$795K - $846K
|
12.3K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.32K+ 3.2% |
$695K - $739K
|
203K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.28K+ 4.83% |
$581K - $618K
|
115K
$13.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.2K+ 3.14% |
$572K - $609K
|
171K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.79K+ 34.67% |
$416K - $443K
|
14.7K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
3.56KNew |
$392K - $417K
|
3.56K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.53K+ 5.23% |
$389K - $414K
|
71.1K
$8.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47KNew |
$381K - $406K
|
3.47K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.04KNew |
$335K - $356K
|
3.04K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.99KNew |
$329K - $350K
|
2.99K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.93KNew |
$323K - $343K
|
2.93K
$339K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.04K+ 3.88% |
$224K - $238K
|
54.6K
$6.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.91K+ 0.84% |
$210K - $224K
|
229K
$26.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.8KNew |
$198K - $211K
|
1.8K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.77KNew |
$195K - $207K
|
1.77K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$193K - $205K
|
1.75K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 7.85% |
$156K - $166K
|
19.5K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.15K+ 20.05% |
$127K - $135K
|
6.89K
$796K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.08K+ 7.12% |
$119K - $126K
|
16.2K
$1.87M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
532New |
$58.5K - $62.3K
|
532
$61.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
524New |
$57.6K - $61.3K
|
524
$60.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
510+ 10.53% |
$56.1K - $59.7K
|
5.36K
$618K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
493+ 8.54% |
$54.2K - $57.7K
|
6.27K
$723K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
486+ 1.57% |
$53.5K - $56.9K
|
31.5K
$3.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
458New |
$50.4K - $53.6K
|
458
$52.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
441+ 16.52% |
$48.5K - $51.6K
|
3.11K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
343New |
$37.7K - $40.2K
|
343
$39.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 0.53% |
$32.5K - $34.5K
|
56.3K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
265+ 2.03% |
$29.2K - $31K
|
13.3K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
218+ 1.7% |
$24K - $25.5K
|
13.1K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
210+ 1.22% |
$23.1K - $24.6K
|
17.4K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
191+ 5.48% |
$21K - $22.4K
|
3.68K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
157+ 12.07% |
$17.3K - $18.4K
|
1.46K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153+ 1.15% |
$16.8K - $17.9K
|
13.5K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
97+ 0.99% |
$10.7K - $11.4K
|
9.94K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 0.69% |
$7.37K - $7.84K
|
9.81K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
63+ 2.76% |
$6.93K - $7.38K
|
2.35K
$271K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
61+ 0.85% |
$6.71K - $7.14K
|
7.25K
$837K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49+ 0.02% |
$5.39K - $5.74K
|
216K
$25M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
29+ 0.47% |
$3.19K - $3.4K
|
6.21K
$717K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 0.23% |
$2.75K - $2.93K
|
11.1K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.22% |
$1.76K - $1.87K
|
7.26K
$838K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
12New |
$1.32K - $1.4K
|
12
$1.39K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.18% |
$880 - $937
|
4.58K
$529K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.26% |
$880 - $937
|
3.03K
$350K
|
|