Purchases and Sales Made in Q2 2024 in First Trust Europe Alphadex Fu (FEP)
This table provides information about the institutional ownership of First Trust Europe Alphadex Fu (FEP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.5K+ 18.29% |
$1.94M - $2.13M
|
346K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
33KNew |
$1.19M - $1.32M
|
33K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.5KNew |
$740K - $816K
|
20.5K
$736K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
19.8KNew |
$715K - $788K
|
19.8K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
16.5K+ 25.98% |
$597K - $658K
|
80K
$2.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.12KNew |
$257K - $284K
|
7.12K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.98K+ 19.54% |
$253K - $278K
|
42.7K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.19KNew |
$224K - $247K
|
6.19K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.13K+ 30.25% |
$222K - $244K
|
26.4K
$949K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.91KNew |
$214K - $235K
|
5.91K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.19K+ 14.09% |
$188K - $207K
|
42K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.09K+ 21.58% |
$184K - $203K
|
28.7K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.75K+ 13.63% |
$172K - $189K
|
39.6K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.85K+ 5.95% |
$103K - $114K
|
50.8K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.48K+ 3.0% |
$89.5K - $98.7K
|
85K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 4.27% |
$49.9K - $55K
|
33.7K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.25K+ 3.13% |
$45K - $49.6K
|
41K
$1.47M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 7.0% |
$45K - $49.5K
|
19K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 17.16% |
$42.6K - $47K
|
8.05K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
886New |
$32K - $35.3K
|
886
$31.9K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
864+ 5.59% |
$31.3K - $34.4K
|
16.3K
$587K
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
860+ 12.96% |
$31.1K - $34.3K
|
7.49K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
732+ 5.14% |
$26.5K - $29.2K
|
15K
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
668+ 189.24% |
$24.2K - $26.6K
|
1.02K
$36.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
654+ 11.19% |
$23.7K - $26.1K
|
6.5K
$234K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
653New |
$23.6K - $26K
|
653
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
607+ 3.46% |
$22K - $24.2K
|
18.1K
$652K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
547+ 3.66% |
$19.8K - $21.8K
|
15.5K
$557K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
521+ 2.24% |
$18.8K - $20.8K
|
23.7K
$853K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
508+ 6.61% |
$18.4K - $20.2K
|
8.19K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
505New |
$18.3K - $20.1K
|
505
$18.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
398New |
$14.4K - $15.9K
|
398
$14.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
305+ 1.19% |
$11K - $12.2K
|
25.9K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
75+ 5.42% |
$2.71K - $2.99K
|
1.46K
$52.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 1.79% |
$1.3K - $1.43K
|
2.05K
$73.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 0.78% |
$1.27K - $1.4K
|
4.5K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32+ 1600.0% |
$1.16K - $1.28K
|
34
$1.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30+ 2.35% |
$1.09K - $1.2K
|
1.31K
$47K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 0.17% |
$651 - $717
|
10.6K
$380K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 2.39% |
$289 - $319
|
343
$12.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.15% |
$145 - $159
|
2.6K
$93.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27- 0.42% |
$977 - $1.08K
|
6.35K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-50- 0.03% |
$1.81K - $1.99K
|
153K
$5.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 5.88% |
$1.81K - $1.99K
|
800
$28.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 0.19% |
$1.84K - $2.03K
|
26.7K
$960K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52- 43.7% |
$1.88K - $2.07K
|
67
$2.41K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-105- 47.95% |
$3.8K - $4.19K
|
114
$4.1K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-117- 0.77% |
$4.23K - $4.66K
|
15.2K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-165- 0.4% |
$5.97K - $6.58K
|
41.2K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-195- 1.52% |
$7.05K - $7.77K
|
12.6K
$455K
|