Purchases and Sales Made in Q1 2020 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 Q1 2020. 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 |
---|---|---|---|---|---|---|---|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
403KNew |
$16.4M - $27.2M
|
403K
$41.3M
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
360KNew |
$14.7M - $24.3M
|
360K
$36.9M
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
90.4K+ 220.14% |
$3.69M - $6.09M
|
131K
$13.5M
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72.9K+ 720.52% |
$2.98M - $4.92M
|
83.1K
$8.51M
|
|
May 06, 2020
Q1 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63.7KNew |
$2.6M - $4.29M
|
63.7K
$6.52M
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.9K+ 277.28% |
$1.46M - $2.42M
|
48.8K
$5M
|
|
Apr 21, 2020
Q1 2020
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15.3KNew |
$625K - $1.03M
|
15.3K
$1.57M
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1K+ 44.68% |
$576K - $952K
|
45.7K
$4.68M
|
|
Jul 24, 2024
Q1 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13K+ 77.52% |
$528K - $873K
|
29.7K
$3.04M
|
|
Apr 17, 2020
Q1 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.94KNew |
$405K - $670K
|
9.94K
$1.02M
|
|
May 14, 2020
Q1 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.75KNew |
$316K - $523K
|
7.75K
$794K
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.71KNew |
$314K - $520K
|
7.71K
$789K
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.39K+ 70.98% |
$261K - $431K
|
15.4K
$1.58M
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
5.41K+ 147.02% |
$221K - $365K
|
9.08K
$931K
|
|
May 14, 2020
Q1 2020
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4.82KNew |
$197K - $325K
|
4.82K
$494K
|
|
Apr 17, 2020
Q1 2020
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.45KNew |
$182K - $300K
|
4.45K
$456K
|
|
Jul 20, 2020
Q1 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.42KNew |
$180K - $298K
|
4.42K
$453K
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.18K+ 44.43% |
$171K - $282K
|
13.6K
$1.39M
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
3.89K+ 30.59% |
$159K - $263K
|
16.6K
$1.7M
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.45K+ 13.86% |
$141K - $232K
|
28.3K
$2.9M
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.99K+ 56.72% |
$122K - $201K
|
8.25K
$846K
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.22K+ 2.97% |
$90.3K - $149K
|
76.9K
$7.87M
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2KNew |
$81.6K - $135K
|
2K
$205K
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.38K+ 15.53% |
$56.2K - $92.9K
|
10.2K
$1.05M
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.36KNew |
$55.4K - $91.5K
|
1.36K
$139K
|
|
May 15, 2020
Q1 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.24KNew |
$50.6K - $83.7K
|
1.24K
$127K
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
860New |
$35.1K - $58K
|
860
$88.1K
|
|
May 15, 2020
Q1 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
818+ 0.91% |
$33.4K - $55.2K
|
91.2K
$9.34M
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
804+ 8.22% |
$32.8K - $54.2K
|
10.6K
$1.08M
|
|
May 08, 2020
Q1 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
652+ 1.07% |
$26.6K - $44K
|
61.5K
$6.31M
|
|
Apr 15, 2020
Q1 2020
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
325New |
$13.3K - $21.9K
|
325
$33.3K
|
|
Apr 20, 2020
Q1 2020
|
Lvz, Inc.
|
BUY
|
- |
290+ 1.42% |
$11.8K - $19.6K
|
20.7K
$2.12M
|
|
May 13, 2020
Q1 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
201+ 100.0% |
$8.2K - $13.6K
|
402
$41.2K
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
199+ 3.71% |
$8.12K - $13.4K
|
5.56K
$570K
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
134+ 1.81% |
$5.47K - $9.04K
|
7.54K
$772K
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
124+ 0.81% |
$5.06K - $8.36K
|
15.5K
$1.59M
|
|
May 05, 2020
Q1 2020
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100New |
$4.08K - $6.74K
|
100
$10.2K
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.44% |
$449 - $742
|
2.52K
$258K
|
|
May 14, 2020
Q1 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.47% |
$122 - $202
|
641
$65.7K
|
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.46% |
$40.8 - $67.4
|
217
$22.2K
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3- 0.6% |
$122 - $202
|
494
$50.6K
|
|
Apr 24, 2020
Q1 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 14.29% |
$612 - $1.01K
|
90
$9.22K
|
|
Nov 14, 2024
Q1 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-42- 0.89% |
$1.71K - $2.83K
|
4.66K
$478K
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-65- 1.46% |
$2.65K - $4.38K
|
4.39K
$450K
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-129Closed |
$5.26K - $8.7K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-156- 1.07% |
$6.36K - $10.5K
|
14.4K
$1.48M
|
|
Apr 16, 2020
Q1 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-179- 2.22% |
$7.3K - $12.1K
|
7.87K
$806K
|
|
May 14, 2020
Q1 2020
|
Element Wealth, LLC
|
SELL
|
- |
-184- 3.17% |
$7.51K - $12.4K
|
5.63K
$577K
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-196Closed |
$7.99K - $13.2K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 2.93% |
$8.16K - $13.5K
|
6.62K
$678K
|