Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.21K- 43.23% |
$228K - $249K
|
2.9K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.18K- 16.35% |
$122K - $134K
|
6.06K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-665Closed |
$68.7K - $75.1K
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-295- 8.63% |
$30.5K - $33.3K
|
3.13K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-260- 10.12% |
$26.9K - $29.3K
|
2.31K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-150- 0.7% |
$15.5K - $16.9K
|
21.3K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43- 1.97% |
$4.44K - $4.85K
|
2.14K
$247K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 8.54% |
$1.46M - $1.61M
|
166K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.43K- 63.12% |
$606K - $670K
|
3.76K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 41.93% |
$113K - $124K
|
1.66K
$191K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-124- 1.76% |
$11.7K - $12.9K
|
6.93K
$800K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 1.49% |
$2.83K - $3.13K
|
1.99K
$229K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-643- 23.36% |
$60.2K - $63.6K
|
2.11K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-617- 55.54% |
$57.8K - $61K
|
494
$57K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-596- 9.95% |
$55.8K - $58.9K
|
5.39K
$623K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 5.45% |
$17K - $17.9K
|
3.14K
$362K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-384- 12.38% |
$34K - $38.1K
|
2.72K
$314K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 31.64% |
$16.5K - $18.6K
|
404
$46.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-185- 4.2% |
$16.4K - $18.4K
|
4.22K
$488K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-146- 4.88% |
$12.9K - $14.5K
|
2.84K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-122- 17.6% |
$10.8K - $12.1K
|
571
$65.9K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 32.32% |
$4.69K - $5.26K
|
111
$12.8K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.97KClosed |
$690K - $813K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$86.3K - $102K
|
148K
$17.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 5.26% |
$14.6K - $17.2K
|
3.42K
$395K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1K- 19.36% |
$76.6K - $86.4K
|
4.17K
$481K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-783- 8.73% |
$60K - $67.7K
|
8.19K
$946K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 81.63% |
$30.7K - $34.6K
|
90
$10.4K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-395- 10.35% |
$30.3K - $34.1K
|
3.42K
$395K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-250- 5.55% |
$19.2K - $21.6K
|
4.26K
$492K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-30- 0.7% |
$2.3K - $2.59K
|
4.23K
$488K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-979- 97.61% |
$71.6K - $83.2K
|
24
$2.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-276Closed |
$20.2K - $23.5K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-200- 1.27% |
$14.6K - $17K
|
15.5K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-154- 4.83% |
$11.3K - $13.1K
|
3.03K
$350K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-186- 1.52% |
$13.4K - $15.9K
|
12.1K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-62- 41.33% |
$4.48K - $5.3K
|
88
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-50- 1.17% |
$3.61K - $4.27K
|
4.22K
$487K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-221KClosed |
$16.4M - $19.7M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.95KClosed |
$368K - $443K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.71KClosed |
$350K - $421K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.69KClosed |
$274K - $330K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.8KClosed |
$208K - $251K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.51KClosed |
$186K - $224K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.38KClosed |
$177K - $212K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.27KClosed |
$169K - $203K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.11KClosed |
$82.6K - $99.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-1.08KClosed |
$80.3K - $96.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-307- 7.0% |
$22.8K - $27.5K
|
4.08K
$471K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-306- 19.43% |
$22.8K - $27.4K
|
1.27K
$147K
|
|