Purchases and Sales Made in Q2 2022 in First Tr Large Cap Core Alphde (FEX)
This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP CORE ALPHDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
362K+ 582.5% |
$26.9M - $32.4M
|
424K
$46.1M
|
|
Aug 09, 2022
Q2 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
167KNew |
$12.4M - $15M
|
167K
$18.1M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
114K+ 1026.51% |
$8.51M - $10.2M
|
126K
$13.6M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.1K+ 96.8% |
$2.02M - $2.43M
|
55.2K
$5.99M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.3K+ 9.55% |
$1.58M - $1.91M
|
244K
$26.5M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.5K+ 18.08% |
$1.53M - $1.83M
|
134K
$14.5M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 1.94% |
$1.23M - $1.48M
|
871K
$94.5M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13KNew |
$967K - $1.16M
|
13K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.3K+ 17.16% |
$917K - $1.1M
|
84.2K
$9.13M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.21K+ 6.11% |
$685K - $824K
|
160K
$17.4M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.89KNew |
$661K - $796K
|
8.89K
$965K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.21K+ 2.17% |
$610K - $734K
|
386K
$41.9M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.48K+ 49.02% |
$482K - $580K
|
19.7K
$2.14M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.4K+ 1.4% |
$476K - $573K
|
465K
$50.4M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5KNew |
$372K - $447K
|
5K
$542K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.87K+ 14.89% |
$362K - $436K
|
37.6K
$4.08M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.28K+ 284.76% |
$318K - $383K
|
5.78K
$627K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.06KNew |
$302K - $363K
|
4.06K
$440K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4KNew |
$298K - $358K
|
4K
$434K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.29K+ 8.7% |
$245K - $294K
|
41.1K
$4.46M
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.07KNew |
$228K - $275K
|
3.07K
$333K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.02K+ 5.45% |
$225K - $271K
|
58.5K
$6.35M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.85K+ 5.32% |
$212K - $255K
|
56.5K
$6.13M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.68K+ 4.32% |
$199K - $239K
|
64.6K
$7.01M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.61K+ 4.11% |
$194K - $233K
|
66.1K
$7.17M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 1.22% |
$169K - $203K
|
187K
$20.3M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 4.31% |
$102K - $123K
|
33.3K
$3.61M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 9.35% |
$81.6K - $98.1K
|
12.8K
$1.39M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.05K+ 42.1% |
$78.2K - $94.1K
|
3.55K
$385K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 10.42% |
$75.5K - $90.8K
|
10.8K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
830+ 11.92% |
$61.7K - $74.3K
|
7.79K
$846K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
796New |
$59.2K - $71.2K
|
796
$86.4K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
790+ 149.62% |
$58.8K - $70.7K
|
1.32K
$143K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
705+ 2.22% |
$52.4K - $63.1K
|
32.4K
$3.52M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
516+ 8.96% |
$38.4K - $46.2K
|
6.27K
$681K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
484New |
$36K - $43.3K
|
484
$52.5K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
482New |
$35.9K - $43.1K
|
482
$52.3K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
382+ 2.2% |
$28.4K - $34.2K
|
17.8K
$1.93M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
381+ 3.21% |
$28.3K - $34.1K
|
12.2K
$1.33M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
331+ 2.68% |
$24.6K - $29.6K
|
12.7K
$1.38M
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
289+ 2.09% |
$21.5K - $25.9K
|
14.1K
$1.53M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
266New |
$19.8K - $23.8K
|
266
$28.9K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
241+ 9.78% |
$17.9K - $21.6K
|
2.71K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
191+ 0.14% |
$14.2K - $17.1K
|
137K
$14.8M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
185New |
$13.8K - $16.6K
|
185
$20.1K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
182+ 3.63% |
$13.5K - $16.3K
|
5.2K
$564K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
150New |
$11.2K - $13.4K
|
150
$16.3K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
150New |
$11.2K - $13.4K
|
150
$16.3K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
120New |
$8.93K - $10.7K
|
120
$13K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
60+ 0.78% |
$4.46K - $5.37K
|
7.77K
$843K
|