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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.92KNew |
$333K - $364K
|
3.92K
$430K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
959New |
$81.6K - $89.2K
|
959
$105K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
215New |
$18K - $19.4K
|
215
$23.6K
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
8.86KNew |
$741K - $799K
|
8.86K
$972K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 6.85% |
$41.8K - $45.1K
|
6.8K
$746K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
68New |
$5.69K - $6.13K
|
68
$7.45K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-2.33KClosed |
$195K - $210K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-64Closed |
$5.35K - $5.77K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.2KClosed |
$602K - $649K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-2.69KClosed |
$225K - $243K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$84.3K - $90.8K
|
1.01K
$111K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.56KClosed |
$126K - $134K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.49KClosed |
$526K - $559K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$1.22K - $1.29K
|
15
$1.64K
|
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.4KClosed |
$437K - $465K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$8.1K - $8.61K
|
100
$11K
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-253- 8.66% |
$20.5K - $21.8K
|
2.67K
$293K
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.4KClosed |
$438K - $465K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.05KClosed |
$409K - $434K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-500Closed |
$40.5K - $43K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-406Closed |
$32.9K - $35K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.2KClosed |
$735K - $821K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-902Closed |
$65.2K - $72.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-205Closed |
$14.8K - $16.6K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.46KClosed |
$395K - $441K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-94Closed |
$5.91K - $6.93K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-46Closed |
$2.89K - $3.39K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-122Closed |
$7.68K - $8.99K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.69KClosed |
$232K - $272K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.57KNew |
$288K - $337K
|
4.57K
$501K
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-167Closed |
$10.5K - $12.3K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
8.74KNew |
$550K - $644K
|
8.74K
$958K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.4K+ 44.44% |
$142K - $160K
|
7.8K
$855K
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4KClosed |
$237K - $267K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.71KClosed |
$220K - $247K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$188K - $211K
|
3.16K
$346K
|
|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100Closed |
$5.93K - $6.66K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.91KClosed |
$529K - $594K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
53KNew |
$3.14M - $3.53M
|
53K
$5.81M
|
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.98KClosed |
$355K - $399K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 14, 2024
Q2 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.66KClosed |
$210K - $302K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 0.06% |
$360 - $518
|
13.6K
$1.49M
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.71KClosed |
$347K - $499K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.75KClosed |
$349K - $502K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.36KClosed |
$61.1K - $87.9K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-17Closed |
$765 - $1.1K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-115KClosed |
$5.19M - $7.47M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-200Closed |
$9K - $13K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-860Closed |
$38.7K - $55.7K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$690K - $992K
|
0
$0
|
|