Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
133KNew |
$15.1M - $15.7M
|
133K
$15.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.03KNew |
$345K - $359K
|
3.03K
$349K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.28KNew |
$146K - $152K
|
1.28K
$148K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
604+ 6.08% |
$68.8K - $71.7K
|
10.5K
$1.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
550+ 447.15% |
$62.7K - $65.3K
|
673
$77.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
164New |
$18.7K - $19.5K
|
164
$18.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.1% |
$1.71K - $1.78K
|
15K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.18% |
$228 - $237
|
1.09K
$126K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1+ 0.05% |
$114 - $119
|
2.17K
$250K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-71- 2.96% |
$8.09K - $8.42K
|
2.32K
$268K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-134- 3.41% |
$15.3K - $15.9K
|
3.79K
$438K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-158- 1.46% |
$18K - $18.7K
|
10.7K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-177- 2.04% |
$20.2K - $21K
|
8.51K
$982K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-228- 15.64% |
$26K - $27.1K
|
1.23K
$142K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-306- 8.43% |
$34.9K - $36.3K
|
3.32K
$384K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.03K- 19.65% |
$118K - $123K
|
4.23K
$488K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18.8K- 12.11% |
$2.14M - $2.23M
|
136K
$15.8M
|
|