Purchases and Sales Made in Q1 2023 in First Trust Europe Alphadex Fu (FEP)
This table provides information about the institutional ownership of First Trust Europe Alphadex Fu (FEP) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST EUROPE ALPHADEX FU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 47.44% |
$4.96M - $5.54M
|
473K
$17.1M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 15.64% |
$4.27M - $4.77M
|
969K
$34.9M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.7K+ 208.8% |
$2.3M - $2.57M
|
104K
$3.77M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44.6KNew |
$1.45M - $1.62M
|
44.6K
$1.61M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20.4KNew |
$666K - $743K
|
20.4K
$737K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
18.9KNew |
$617K - $689K
|
18.9K
$683K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 259.79% |
$598K - $668K
|
25.4K
$917K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
16.6KNew |
$541K - $604K
|
16.6K
$598K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13.7K+ 30.08% |
$446K - $498K
|
59.2K
$2.13M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.7K+ 30.08% |
$446K - $498K
|
59.2K
$2.13M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.5KNew |
$440K - $491K
|
13.5K
$487K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73K+ 3.85% |
$317K - $354K
|
262K
$9.46M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.73K+ 32.46% |
$285K - $318K
|
35.6K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.62KNew |
$281K - $314K
|
8.62K
$311K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.37KNew |
$273K - $305K
|
8.37K
$302K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.34KNew |
$272K - $303K
|
8.34K
$301K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.69KNew |
$251K - $280K
|
7.69K
$277K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.46KNew |
$243K - $271K
|
7.46K
$269K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.22KNew |
$235K - $263K
|
7.22K
$260K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.75KNew |
$220K - $245K
|
6.75K
$243K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.31K+ 25.14% |
$206K - $229K
|
31.4K
$1.13M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.3KNew |
$205K - $229K
|
6.3K
$227K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.19KNew |
$202K - $225K
|
6.19K
$223K
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
6.01KNew |
$196K - $219K
|
6.01K
$217K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.97KNew |
$195K - $217K
|
5.97K
$215K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.84KNew |
$190K - $212K
|
5.84K
$210K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.81K+ 3.04% |
$189K - $211K
|
197K
$7.09M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.32KNew |
$173K - $193K
|
5.32K
$192K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.83K+ 17.2% |
$157K - $176K
|
32.9K
$1.19M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
4.44KNew |
$145K - $161K
|
4.44K
$160K
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.18K+ 30.78% |
$103K - $115K
|
13.5K
$486K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.6K+ 6.02% |
$52.1K - $58.2K
|
28.2K
$1.02M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 1475.25% |
$48.5K - $54.2K
|
1.59K
$57.3K
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.24K+ 0.81% |
$40.5K - $45.2K
|
155K
$5.57M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 3.26% |
$38.1K - $42.6K
|
37.1K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.04K+ 5.18% |
$33.9K - $37.9K
|
21.1K
$761K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
947New |
$30.9K - $34.4K
|
947
$34.1K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
764+ 1.54% |
$24.9K - $27.8K
|
50.4K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
583+ 2.93% |
$19K - $21.2K
|
20.5K
$737K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
472New |
$15.4K - $17.2K
|
472
$17K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
245New |
$7.98K - $8.91K
|
245
$8.83K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
219New |
$7.14K - $7.97K
|
219
$7.89K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
163+ 36.79% |
$5.31K - $5.93K
|
606
$21.8K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
158+ 0.81% |
$5.15K - $5.75K
|
19.7K
$709K
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
95+ 1.47% |
$3.1K - $3.46K
|
6.55K
$236K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35New |
$1.14K - $1.27K
|
35
$1.26K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.52% |
$977 - $1.09K
|
5.82K
$210K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29New |
$945 - $1.05K
|
29
$1.05K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 33.33% |
$32.6 - $36.4
|
2
$72.1
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42- 0.72% |
$1.37K - $1.53K
|
5.76K
$207K
|