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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2020
Q1 2020
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.82KClosed |
$156K - $257K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.88KClosed |
$158K - $262K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.9KClosed |
$159K - $263K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.91KClosed |
$159K - $264K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.01KClosed |
$163K - $270K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.28K- 14.66% |
$174K - $288K
|
24.9K
$2.53M
|
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.25KClosed |
$214K - $354K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.05KClosed |
$247K - $408K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.23K- 48.91% |
$254K - $420K
|
6.51K
$662K
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-6.34K- 31.52% |
$259K - $428K
|
13.8K
$1.4M
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.98KClosed |
$285K - $471K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.42K- 1.73% |
$303K - $501K
|
422K
$43M
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-7.52KClosed |
$307K - $507K
|
0
$0
|
|
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
SELL
|
- |
-7.71K- 9.56% |
$314K - $520K
|
72.9K
$7.42M
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.24K- 10.86% |
$336K - $555K
|
67.6K
$6.88M
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 36.32% |
$422K - $698K
|
18.2K
$1.85M
|
|
|
May 11, 2020
Q1 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-10.9K- 20.71% |
$445K - $735K
|
41.8K
$4.25M
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-11.2KClosed |
$456K - $754K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.9K- 88.97% |
$484K - $800K
|
1.47K
$150K
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-17.5KClosed |
$713K - $1.18M
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.1KClosed |
$779K - $1.29M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-19.8KClosed |
$809K - $1.34M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.9K- 10.17% |
$894K - $1.48M
|
194K
$19.7M
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-22.9K- 55.14% |
$933K - $1.54M
|
18.6K
$1.89M
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-26.4K- 29.63% |
$1.07M - $1.78M
|
62.6K
$6.37M
|
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-28.1KClosed |
$1.14M - $1.89M
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28.8KClosed |
$1.18M - $1.94M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-30.6K- 55.14% |
$1.25M - $2.06M
|
24.9K
$2.53M
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.6K- 29.87% |
$1.41M - $2.33M
|
81.1K
$8.25M
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.3K- 44.8% |
$1.48M - $2.45M
|
44.7K
$4.55M
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-52.8K- 16.13% |
$2.15M - $3.56M
|
274K
$27.9M
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.3K- 27.34% |
$2.5M - $4.13M
|
163K
$16.6M
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70.4K- 14.55% |
$2.87M - $4.75M
|
414K
$42.1M
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.4K- 7.12% |
$3.73M - $6.16M
|
1.19M
$121M
|
|
|
May 14, 2020
Q1 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-115KClosed |
$4.68M - $7.73M
|
0
$0
|
|
|
Jul 10, 2020
Q1 2020
|
Ballew Advisors, Inc
|
SELL
|
- |
-118K- 94.18% |
$4.82M - $7.96M
|
7.3K
$743K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-121K- 32.96% |
$4.94M - $8.16M
|
246K
$25M
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-123K- 61.11% |
$5.01M - $8.28M
|
78.1K
$7.94M
|
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-156K- 35.07% |
$6.37M - $10.5M
|
289K
$29.4M
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
SELL
|
- |
-536K- 43.67% |
$21.8M - $36.1M
|
691K
$70.3M
|