Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.7K+ 19.93% |
$5.5M - $6.02M
|
389K
$40.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
43.1KNew |
$3.66M - $4.01M
|
43.1K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26K+ 52.71% |
$2.21M - $2.42M
|
75.4K
$7.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.7K+ 2.66% |
$1.93M - $2.11M
|
876K
$90.8M
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15.7KNew |
$1.34M - $1.46M
|
15.7K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 67.57% |
$1.05M - $1.15M
|
30.7K
$3.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.3K+ 2.84% |
$1.05M - $1.15M
|
447K
$46.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 5.96% |
$942K - $1.03M
|
197K
$20.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$871K - $953K
|
10.2K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
9.83KNew |
$836K - $914K
|
9.83K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.62KNew |
$733K - $801K
|
8.62K
$893K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.28KNew |
$619K - $677K
|
7.28K
$755K
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.19KNew |
$612K - $669K
|
7.19K
$746K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.06K+ 3.88% |
$601K - $657K
|
189K
$19.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.29K+ 39.37% |
$450K - $492K
|
18.7K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 185.29% |
$437K - $478K
|
7.91K
$821K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.89KNew |
$416K - $455K
|
4.89K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.92KNew |
$333K - $364K
|
3.92K
$406K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.42KNew |
$291K - $318K
|
3.42K
$354K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.18KNew |
$270K - $295K
|
3.18K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
3.16KNew |
$269K - $294K
|
3.16K
$328K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.04K+ 32.31% |
$259K - $283K
|
12.5K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.96KNew |
$251K - $275K
|
2.96K
$307K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.85K+ 4.65% |
$243K - $265K
|
64.2K
$6.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.64K+ 5.42% |
$224K - $245K
|
51.3K
$5.32M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.63KNew |
$224K - $245K
|
2.63K
$273K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 3.95% |
$221K - $242K
|
68.5K
$7.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.58K+ 8.16% |
$219K - $240K
|
34.1K
$3.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.51K+ 85.56% |
$213K - $233K
|
5.44K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.34KNew |
$199K - $218K
|
2.34K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.27KNew |
$193K - $211K
|
2.27K
$235K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
2.24K+ 7.8% |
$190K - $208K
|
30.9K
$3.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.11K+ 22.23% |
$180K - $197K
|
11.6K
$1.21M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.84K+ 11.33% |
$157K - $171K
|
18.1K
$1.88M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.84K+ 17.84% |
$156K - $171K
|
12.1K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63K+ 21.73% |
$138K - $151K
|
9.11K
$945K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
1.5K+ 11.08% |
$128K - $140K
|
15.1K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.41KNew |
$120K - $131K
|
1.41K
$146K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.3KNew |
$111K - $121K
|
1.3K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 42.94% |
$108K - $119K
|
4.24K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 12.39% |
$102K - $111K
|
10.9K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 3.58% |
$101K - $110K
|
34.4K
$3.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.19KNew |
$101K - $110K
|
1.19K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1K+ 28.74% |
$85.1K - $93K
|
4.48K
$464K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
959New |
$81.6K - $89.2K
|
959
$99.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
948+ 13.16% |
$80.6K - $88.1K
|
8.15K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
922+ 1.0% |
$78.4K - $85.7K
|
92.9K
$9.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
797+ 282.62% |
$67.8K - $74.1K
|
1.08K
$112K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
598New |
$50.9K - $55.6K
|
598
$62K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
507New |
$43.1K - $47.1K
|
507
$52.6K
|