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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-487- 19.88% |
$53.6K - $57K
|
1.96K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77- 0.7% |
$8.47K - $9.02K
|
10.9K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-641- 19.29% |
$70.5K - $75K
|
2.68K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.62K- 1.83% |
$178K - $190K
|
86.9K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
191+ 5.48% |
$21K - $22.4K
|
3.68K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-625- 1.29% |
$68.8K - $73.2K
|
48K
$5.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-796- 6.59% |
$87.6K - $93.2K
|
11.3K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.79K- 3.79% |
$307K - $327K
|
70.8K
$8.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.95K- 2.07% |
$214K - $228K
|
92K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-36- 1.1% |
$3.96K - $4.21K
|
3.22K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.26% |
$880 - $937
|
3.03K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.32K- 18.35% |
$255K - $271K
|
10.3K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.04KNew |
$335K - $356K
|
3.04K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-326- 7.67% |
$35.9K - $38.2K
|
3.92K
$453K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153+ 1.15% |
$16.8K - $17.9K
|
13.5K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.6K+ 2.19% |
$2.37M - $2.52M
|
1.01M
$116M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5+ 0.27% |
$550 - $585
|
1.89K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2- 0.03% |
$220 - $234
|
7.44K
$859K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
458New |
$50.4K - $53.6K
|
458
$52.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
3.56KNew |
$392K - $417K
|
3.56K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-699- 11.84% |
$76.9K - $81.8K
|
5.2K
$601K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47KNew |
$381K - $406K
|
3.47K
$400K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$330 - $351
|
7.83K
$905K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
343New |
$37.7K - $40.2K
|
343
$39.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.17% |
$440 - $468
|
2.29K
$265K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$110 - $117
|
7.57K
$874K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.53K+ 5.23% |
$389K - $414K
|
71.1K
$8.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-880- 8.26% |
$96.8K - $103K
|
9.77K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$220 - $234
|
3.06K
$353K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
493+ 8.54% |
$54.2K - $57.7K
|
6.27K
$723K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
97+ 0.99% |
$10.7K - $11.4K
|
9.94K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
157+ 12.07% |
$17.3K - $18.4K
|
1.46K
$168K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-41- 1.58% |
$4.51K - $4.8K
|
2.56K
$295K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 7.85% |
$156K - $166K
|
19.5K
$2.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-333- 19.5% |
$36.6K - $39K
|
1.38K
$159K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
12New |
$1.32K - $1.4K
|
12
$1.39K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 3.7% |
$550 - $585
|
140
$16.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
441+ 16.52% |
$48.5K - $51.6K
|
3.11K
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$330 - $351
|
4.31K
$497K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.77KNew |
$195K - $207K
|
1.77K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
210+ 1.22% |
$23.1K - $24.6K
|
17.4K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-299- 7.62% |
$32.9K - $35K
|
3.62K
$418K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-941- 22.86% |
$104K - $110K
|
3.18K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-186- 60.78% |
$20.5K - $21.8K
|
120
$13.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$110 - $117
|
276
$31.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 0.53% |
$32.5K - $34.5K
|
56.3K
$6.51M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.52% |
$1.98K - $2.11K
|
3.44K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-88- 0.93% |
$9.68K - $10.3K
|
9.37K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.13% |
$440 - $468
|
3.15K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
61+ 0.85% |
$6.71K - $7.14K
|
7.25K
$837K
|
|