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 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.7K- 18.43% |
$297K - $316K
|
11.9K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
486+ 1.57% |
$53.5K - $56.9K
|
31.5K
$3.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.2K+ 3.14% |
$572K - $609K
|
171K
$19.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.64K- 12.42% |
$180K - $192K
|
11.5K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-887- 6.26% |
$97.6K - $104K
|
13.3K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1+ 0.05% |
$110 - $117
|
2.17K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-202- 53.72% |
$22.2K - $23.7K
|
174
$20.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-219- 1.23% |
$24.1K - $25.6K
|
17.6K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-375- 0.67% |
$41.3K - $43.9K
|
55.4K
$6.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-27- 0.75% |
$2.97K - $3.16K
|
3.57K
$413K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11- 0.21% |
$1.21K - $1.29K
|
5.26K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14K- 2.67% |
$1.54M - $1.64M
|
509K
$58.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
63+ 2.76% |
$6.93K - $7.38K
|
2.35K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
510+ 10.53% |
$56.1K - $59.7K
|
5.36K
$618K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-182- 1.85% |
$20K - $21.3K
|
9.68K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.8KNew |
$198K - $211K
|
1.8K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.09% |
$110 - $117
|
1.09K
$126K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27K+ 26.08% |
$2.97M - $3.16M
|
130K
$15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.36K- 11.63% |
$370K - $394K
|
25.6K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-208- 0.8% |
$22.9K - $24.4K
|
25.9K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-350- 1.58% |
$38.5K - $41K
|
21.8K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49+ 0.02% |
$5.39K - $5.74K
|
216K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.66K- 55.24% |
$623K - $663K
|
4.59K
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$110 - $117
|
2.44K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.3K+ 11.75% |
$1.8M - $1.91M
|
155K
$17.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.03% |
$330 - $351
|
8.68K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-100- 4.25% |
$11K - $11.7K
|
2.25K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.06% |
$220 - $234
|
3.23K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-239- 2.16% |
$26.3K - $28K
|
10.8K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$330 - $351
|
2.79K
$322K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.05% |
$220 - $234
|
4.01K
$463K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-156- 0.08% |
$17.2K - $18.3K
|
185K
$21.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.15K+ 20.05% |
$127K - $135K
|
6.89K
$796K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$110 - $117
|
462
$53.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-111- 2.6% |
$12.2K - $13K
|
4.16K
$481K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-914- 5.74% |
$101K - $107K
|
15K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$193K - $205K
|
1.75K
$202K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-101- 2.71% |
$11.1K - $11.8K
|
3.63K
$419K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.76K- 9.28% |
$193K - $206K
|
17.2K
$1.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-111- 2.75% |
$12.2K - $13K
|
3.92K
$453K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-650- 7.26% |
$71.5K - $76.1K
|
8.31K
$959K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
29.8K+ 55.98% |
$2.68M - $3.27M
|
83K
$9.58M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.1K+ 21.49% |
$2.53M - $3.09M
|
159K
$18.3M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.03KNew |
$183K - $224K
|
2.03K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.9KNew |
$1.44M - $1.75M
|
15.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 0.42% |
$1.44K - $1.76K
|
3.78K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 1.48% |
$13.5K - $16.5K
|
9.97K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
475New |
$42.8K - $52.2K
|
475
$54.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46- 1.17% |
$4.15K - $5.06K
|
3.9K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
120New |
$10.8K - $13.2K
|
120
$13.9K
|
|