Purchases and Sales Made in Q4 2022 in First Tr Large Cap Core Alphde (FEX)

FEX Quotes by TradingView

This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q4 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
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-75
- 0.7%
$5.49K - $6.37K
10.7K $1.16M
Jan 19, 2024 Q4 2022
Cedrus LLC

Littleton, CO
SELL
 -
-96
- 3.2%
$7.02K - $8.16K
2.91K $315K
Jan 17, 2023 Q4 2022
Element Wealth, LLC

SELL
 -
-107
- 2.25%
$7.83K - $9.09K
4.66K $504K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-123
- 0.11%
$9K - $10.5K
110K $11.9M
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-132
- 1.67%
$9.66K - $11.2K
7.76K $840K
Feb 09, 2023 Q4 2022
Keystone Wealth Services, LLC

SELL
 -
-146
- 0.45%
$10.7K - $12.4K
32.2K $3.48M
Feb 06, 2023 Q4 2022
Mattern Capital Management, LLC

Lakewood, CO
SELL
 -
-154
- 4.83%
$11.3K - $13.1K
3.03K $328K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

SELL
 -
-158
- 5.56%
$11.6K - $13.4K
2.69K $291K
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-178
- 5.55%
$13K - $15.1K
3.03K $328K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

SELL
 -
-186
- 3.77%
$13.6K - $15.8K
4.74K $514K
Jan 20, 2023 Q4 2022
Quantum Private Wealth, LLC

Lake Forest, IL
SELL
 -
-200
- 1.27%
$14.6K - $17K
15.5K $1.68M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-211
- 2.47%
$15.4K - $17.9K
8.33K $902K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-250
- 2.05%
$18.3K - $21.2K
12K $1.3M
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

SELL
 -
-276
Closed
$20.2K - $23.5K
0 $0
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-300
- 13.87%
$21.9K - $25.5K
1.86K $202K
Feb 15, 2023 Q4 2022
1776 Wealth LLC

SELL
 -
-300
- 4.65%
$21.9K - $25.5K
6.15K $666K
Jan 27, 2023 Q4 2022
Eukles Asset Management

SELL
 -
-311
- 4.57%
$22.7K - $26.4K
6.49K $704K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-395
- 2.14%
$28.9K - $33.6K
18.1K $1.96M
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-525
- 0.12%
$38.4K - $44.6K
452K $49M
Feb 03, 2023 Q4 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-601
- 14.12%
$44K - $51.1K
3.66K $396K
Feb 13, 2023 Q4 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-773
- 19.18%
$56.5K - $65.7K
3.26K $353K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-793
- 14.36%
$58K - $67.4K
4.73K $512K
Feb 06, 2023 Q4 2022
Sterling Investment Advisors, Ltd.

SELL
 -
-815
- 6.45%
$59.6K - $69.3K
11.8K $1.28M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-917
- 7.98%
$67.1K - $77.9K
10.6K $1.15M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-965
- 13.09%
$70.6K - $82K
6.41K $694K
Feb 02, 2023 Q4 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-979
- 97.61%
$71.6K - $83.2K
24 $2.6K
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-1.21K
- 17.27%
$88.1K - $102K
5.77K $625K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-1.43K
- 16.99%
$105K - $122K
6.99K $758K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.47K
- 5.29%
$107K - $125K
26.2K $2.84M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.12K
- 15.94%
$155K - $180K
11.2K $1.21M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-2.19K
- 2.91%
$160K - $186K
73K $7.91M
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-2.3K
- 9.64%
$168K - $195K
21.6K $2.34M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.36K
- 1.37%
$172K - $200K
170K $18.4M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-2.38K
- 0.5%
$174K - $202K
470K $50.9M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

SELL
 -
-3.38K
- 6.12%
$247K - $287K
51.8K $5.62M
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-6.77K
- 3.52%
$495K - $576K
186K $20.1M
Jan 25, 2023 Q4 2022
Camelot Portfolios, LLC

SELL
 -
-6.96K
- 66.3%
$509K - $591K
3.54K $383K
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-8.15K
- 27.51%
$596K - $693K
21.5K $2.33M
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-11.9K
- 59.75%
$867K - $1.01M
7.99K $866K
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-11.9K
- 59.75%
$867K - $1.01M
7.99K $866K
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-12.2K
- 5.04%
$890K - $1.03M
229K $24.8M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-12.8K
- 1.06%
$933K - $1.08M
1.19M $128M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-18.5K
- 86.71%
$1.35M - $1.57M
2.84K $307K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-20.8K
- 74.33%
$1.52M - $1.76M
7.17K $776K
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-26.4K
- 9.58%
$1.93M - $2.25M
250K $27M
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-152K
- 82.37%
$11.1M - $12.9M
32.4K $3.51M

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