Latest Institutional Transactions on First Tr Large Cap Core Alphde (FEX)
This table provides information on the latest institutional transactions involving First Tr Large Cap Core Alphde (FEX) 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 1.49% |
$2.83K - $3.13K
|
1.99K
$208K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-539- 3.71% |
$50.8K - $56.1K
|
14K
$1.46M
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-936- 24.97% |
$88.2K - $97.5K
|
2.81K
$294K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 3.4% |
$1.56M - $1.72M
|
503K
$52.7M
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-3.9K- 54.4% |
$367K - $406K
|
3.27K
$342K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 1.19% |
$110K - $122K
|
97.4K
$10.2M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
496+ 0.79% |
$46.7K - $51.7K
|
63.2K
$6.62M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.15K+ 12.18% |
$108K - $120K
|
10.6K
$1.11M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.75% |
$94.2 - $104
|
134
$14K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 1.81% |
$2.64K - $2.92K
|
1.58K
$165K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-626- 3.75% |
$59K - $65.2K
|
16.1K
$1.68M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
508+ 0.9% |
$47.9K - $52.9K
|
56.9K
$5.95M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
772+ 4.98% |
$72.7K - $80.4K
|
16.3K
$1.7M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 15.91% |
$1.18M - $1.3M
|
91.2K
$9.54M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.54KNew |
$616K - $681K
|
6.54K
$684K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
242+ 1.14% |
$22.8K - $25.2K
|
21.5K
$2.25M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.32% |
$188 - $208
|
625
$65.4K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.34% |
$848 - $938
|
2.68K
$280K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.04KNew |
$192K - $213K
|
2.04K
$214K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-78- 2.11% |
$7.35K - $8.13K
|
3.61K
$378K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-23- 0.6% |
$2.17K - $2.4K
|
3.8K
$398K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.25K+ 0.86% |
$118K - $130K
|
146K
$15.3M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
177K+ 10315.16% |
$16.7M - $18.4M
|
179K
$18.7M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 4.56% |
$422K - $466K
|
93.7K
$9.81M
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-899- 15.66% |
$84.7K - $93.6K
|
4.84K
$507K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 1.34% |
$258K - $286K
|
207K
$21.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.57K+ 2.97% |
$431K - $476K
|
159K
$16.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 8.54% |
$1.46M - $1.61M
|
166K
$17.3M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142+ 4.94% |
$13.4K - $14.8K
|
3.02K
$316K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.44% |
$188 - $208
|
457
$47.8K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29+ 0.26% |
$2.73K - $3.02K
|
11.3K
$1.18M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-212- 6.4% |
$20K - $22.1K
|
3.1K
$325K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-539- 4.4% |
$50.8K - $56.1K
|
11.7K
$1.22M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.02K+ 2.52% |
$96.2K - $106K
|
41.6K
$4.35M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.06K+ 96.62% |
$194K - $215K
|
4.19K
$439K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.04% |
$377 - $417
|
10.2K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.46KNew |
$702K - $777K
|
7.46K
$780K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 5.2% |
$18.9K - $20.9K
|
4.07K
$426K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.22% |
$471 - $521
|
2.27K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 2.14% |
$5.94K - $6.56K
|
2.89K
$302K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-705- 20.09% |
$66.4K - $73.4K
|
2.8K
$293K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05KNew |
$193K - $213K
|
2.05K
$214K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.11K- 30.6% |
$199K - $220K
|
4.78K
$501K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
21.8KNew |
$2.05M - $2.27M
|
21.8K
$2.28M
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.35% |
$1.04K - $1.15K
|
3.16K
$331K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-815- 3.46% |
$76.8K - $84.9K
|
22.8K
$2.38M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 30.23% |
$210K - $232K
|
5.15K
$539K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 4.03% |
$4.33K - $4.79K
|
1.1K
$115K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-715- 14.09% |
$67.4K - $74.5K
|
4.36K
$456K
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.09% |
$283 - $313
|
3.25K
$340K
|