Latest Institutional Transactions on First Trust Europe Alphadex Fu (FEP)
This table provides information on the latest institutional transactions involving First Trust Europe Alphadex Fu (FEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-334- 5.25% |
$10.9K - $12.1K
|
6.03K
$250K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20.4KNew |
$666K - $743K
|
20.4K
$849K
|
|
Q4 2022 | |||||||
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113New |
$2.97K - $3.71K
|
113
$4.69K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 84.34% |
$26.9K - $33.6K
|
2.24K
$92.8K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.93KNew |
$182K - $228K
|
6.93K
$288K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14- 0.97% |
$368 - $460
|
1.43K
$59.2K
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-22- 0.22% |
$578 - $723
|
9.82K
$408K
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-307K- 96.22% |
$8.06M - $10.1M
|
12K
$500K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-4.55K- 41.77% |
$119K - $150K
|
6.34K
$263K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 3.77% |
$732 - $923
|
714
$29.6K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-75- 0.54% |
$1.96K - $2.47K
|
13.8K
$573K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.64% |
$314 - $395
|
1.88K
$78K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-187- 2.37% |
$4.89K - $6.16K
|
7.69K
$319K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
753New |
$19.7K - $24.8K
|
753
$31.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.59KClosed |
$206K - $257K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-242Closed |
$7.58K - $9.45K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.03KClosed |
$252K - $314K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.8KNew |
$307K - $383K
|
9.8K
$407K
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.38KClosed |
$169K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8KClosed |
$369K - $460K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.28KClosed |
$165K - $206K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37New |
$1.16K - $1.45K
|
37
$1.54K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.61KClosed |
$238K - $297K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
615New |
$19.3K - $24K
|
615
$25.5K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-7.73KClosed |
$242K - $302K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.31KClosed |
$135K - $168K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
179New |
$5.61K - $6.99K
|
179
$7.43K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-20.9KClosed |
$655K - $817K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-6.05KClosed |
$189K - $236K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.61KClosed |
$176K - $219K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-958KClosed |
$30M - $37.4M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-11.4KClosed |
$356K - $444K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
159+ 2.29% |
$4.98K - $6.21K
|
7.11K
$295K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.42KClosed |
$139K - $173K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.98KClosed |
$219K - $273K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-400- 40.0% |
$12.5K - $15.6K
|
600
$24.9K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.62KClosed |
$157K - $202K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-719Closed |
$24.4K - $31.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.71KClosed |
$160K - $205K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.9KClosed |
$1.15M - $1.48M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.7KClosed |
$362K - $466K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-156Closed |
$5.29K - $6.81K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.04KClosed |
$171K - $220K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-367Closed |
$12.4K - $16K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.9KClosed |
$166K - $214K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.16KClosed |
$209K - $269K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-201Closed |
$6.81K - $8.77K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-301Closed |
$12.5K - $13.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.8KClosed |
$781K - $833K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.29KClosed |
$94.8K - $101K
|
0
$0
|