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 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
489+ 3.05% |
$41.6K - $45.5K
|
16.5K
$1.81M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
485+ 3.81% |
$41.2K - $45.1K
|
13.2K
$1.45M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
435+ 3.44% |
$37K - $40.4K
|
13.1K
$1.43M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
376+ 8.93% |
$32K - $35K
|
4.59K
$503K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
325+ 6.93% |
$27.6K - $30.2K
|
5.02K
$550K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
300New |
$25.5K - $27.9K
|
300
$32.9K
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
250+ 3.83% |
$21.3K - $23.2K
|
6.77K
$742K
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
250New |
$21.3K - $23.2K
|
250
$27.4K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
205+ 0.63% |
$17.4K - $19.1K
|
32.8K
$3.6M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
199New |
$16.9K - $18.5K
|
199
$21.8K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
185New |
$15.7K - $17.2K
|
185
$20.3K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
170New |
$14.5K - $15.8K
|
170
$18.6K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
158+ 0.16% |
$13.4K - $14.7K
|
102K
$11.2M
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
150New |
$12.8K - $13.9K
|
150
$16.4K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
82+ 1.17% |
$6.97K - $7.62K
|
7.11K
$779K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
80New |
$6.8K - $7.44K
|
80
$8.77K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
61+ 1.44% |
$5.19K - $5.67K
|
4.31K
$473K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
57+ 0.85% |
$4.85K - $5.3K
|
6.75K
$740K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50+ 0.18% |
$4.25K - $4.65K
|
28K
$3.07M
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
46+ 0.27% |
$3.91K - $4.28K
|
17.3K
$1.9M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38+ 1.31% |
$3.23K - $3.53K
|
2.93K
$322K
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
23+ 0.59% |
$1.96K - $2.14K
|
3.92K
$430K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.31% |
$680 - $744
|
2.56K
$281K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.1% |
$595 - $651
|
7.33K
$804K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$510 - $558
|
2.53K
$277K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.2% |
$425 - $465
|
2.45K
$268K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.05% |
$425 - $465
|
10.6K
$1.16M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.15% |
$340 - $372
|
2.73K
$299K
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.07% |
$255 - $279
|
4.32K
$474K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.03% |
$170 - $186
|
7.31K
$801K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$85.1 - $93
|
1.11K
$122K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.45% |
$85.1 - $93
|
221
$24.2K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$85.1 - $93
|
4.63K
$508K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$85.1 - $93
|
1
$110
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1+ 0.02% |
$85.1 - $93
|
5.36K
$587K
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.27% |
$85.1 - $93
|
375
$41.1K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.67% |
$85.1 - $93
|
149
$16.3K
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-5- 0.1% |
$425 - $465
|
5.18K
$567K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-17- 0.59% |
$1.45K - $1.58K
|
2.86K
$313K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-27- 0.63% |
$2.3K - $2.51K
|
4.27K
$468K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-38Closed |
$3.23K - $3.53K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38- 2.51% |
$3.23K - $3.53K
|
1.48K
$162K
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-61- 0.75% |
$5.19K - $5.67K
|
8.03K
$880K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-64Closed |
$5.44K - $5.95K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-105- 2.4% |
$8.93K - $9.76K
|
4.26K
$467K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-108- 3.24% |
$9.19K - $10K
|
3.22K
$353K
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-110- 2.28% |
$9.36K - $10.2K
|
4.71K
$516K
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-115- 3.1% |
$9.78K - $10.7K
|
3.6K
$395K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-128- 64.32% |
$10.9K - $11.9K
|
71
$7.78K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-130- 0.99% |
$11.1K - $12.1K
|
13K
$1.42M
|