Latest Institutional Purchases of First Tr Large Cap Core Alphde (FEX)
This list provides information on the latest institutional transactions involving First Tr Large Cap Core Alphde (FEX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
177K+ 10315.16% |
$16.7M - $18.4M
|
179K
$18.7M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
21.8KNew |
$2.05M - $2.27M
|
21.8K
$2.28M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 3.4% |
$1.56M - $1.72M
|
503K
$52.7M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 15.91% |
$1.18M - $1.3M
|
91.2K
$9.54M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.46KNew |
$702K - $777K
|
7.46K
$780K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.54KNew |
$616K - $681K
|
6.54K
$684K
|
|
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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 1.34% |
$258K - $286K
|
207K
$21.7M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.06K+ 96.62% |
$194K - $215K
|
4.19K
$439K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05KNew |
$193K - $213K
|
2.05K
$214K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.04KNew |
$192K - $213K
|
2.04K
$214K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.25K+ 0.86% |
$118K - $130K
|
146K
$15.3M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.15K+ 12.18% |
$108K - $120K
|
10.6K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.02K+ 2.52% |
$96.2K - $106K
|
41.6K
$4.35M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
772+ 4.98% |
$72.7K - $80.4K
|
16.3K
$1.7M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
508+ 0.9% |
$47.9K - $52.9K
|
56.9K
$5.95M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
496+ 0.79% |
$46.7K - $51.7K
|
63.2K
$6.62M
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
242+ 1.14% |
$22.8K - $25.2K
|
21.5K
$2.25M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 5.2% |
$18.9K - $20.9K
|
4.07K
$426K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142+ 4.94% |
$13.4K - $14.8K
|
3.02K
$316K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29+ 0.26% |
$2.73K - $3.02K
|
11.3K
$1.18M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 1.81% |
$2.64K - $2.92K
|
1.58K
$165K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.35% |
$1.04K - $1.15K
|
3.16K
$331K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.34% |
$848 - $938
|
2.68K
$280K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.22% |
$471 - $521
|
2.27K
$238K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.04% |
$377 - $417
|
10.2K
$1.07M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.09% |
$283 - $313
|
3.25K
$340K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.32% |
$188 - $208
|
625
$65.4K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.44% |
$188 - $208
|
457
$47.8K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.75% |
$94.2 - $104
|
134
$14K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 24.03% |
$10.8M - $11.4M
|
595K
$62.3M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.5K+ 344.94% |
$3.61M - $3.81M
|
49.7K
$5.2M
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
36.8KNew |
$3.44M - $3.63M
|
36.8K
$3.85M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.4K+ 57.43% |
$2.19M - $2.31M
|
64.2K
$6.72M
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
22.8KNew |
$2.14M - $2.25M
|
22.8K
$2.39M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 38.63% |
$2.1M - $2.21M
|
80.4K
$8.41M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$954K - $1.01M
|
10.2K
$1.07M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.37K+ 9.01% |
$785K - $828K
|
101K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.57K+ 3.4% |
$710K - $749K
|
230K
$24.1M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.55KNew |
$613K - $647K
|
6.55K
$685K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.27KNew |
$494K - $521K
|
5.27K
$551K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.85KNew |
$360K - $380K
|
3.85K
$403K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.84KNew |
$359K - $379K
|
3.84K
$402K
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.56KNew |
$334K - $352K
|
3.56K
$373K
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$308K - $325K
|
3.28K
$344K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.25K+ 22.34% |
$304K - $321K
|
17.8K
$1.86M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.24K+ 2.15% |
$304K - $320K
|
154K
$16.1M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.93K+ 1.61% |
$275K - $290K
|
185K
$19.4M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$271K - $286K
|
2.9K
$303K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.2KNew |
$206K - $218K
|
2.2K
$231K
|