Purchases and Sales Made in Q1 2021 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 2021. 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 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$72.3 - $80.8
|
2.72K
$277K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.46% |
$72.3 - $80.8
|
220
$22.4K
|
|
May 18, 2021
Q1 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.27% |
$72.3 - $80.8
|
373
$37.9K
|
|
May 17, 2021
Q1 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-11- 0.3% |
$796 - $889
|
3.68K
$375K
|
|
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
SELL
|
- |
-19- 0.37% |
$1.37K - $1.54K
|
5.18K
$527K
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-46- 0.53% |
$3.33K - $3.72K
|
8.69K
$884K
|
|
Apr 30, 2021
Q1 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-67- 0.77% |
$4.85K - $5.41K
|
8.6K
$875K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-91- 0.95% |
$6.58K - $7.35K
|
9.49K
$965K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-97- 1.1% |
$7.02K - $7.84K
|
8.69K
$883K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-109- 1.4% |
$7.88K - $8.81K
|
7.67K
$780K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-110- 0.99% |
$7.96K - $8.89K
|
11K
$1.12M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-123- 0.19% |
$8.9K - $9.94K
|
64.2K
$6.53M
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-128- 64.32% |
$9.26K - $10.3K
|
71
$7.22K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-157- 0.63% |
$11.4K - $12.7K
|
24.7K
$2.51M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-173- 0.07% |
$12.5K - $14K
|
231K
$23.4M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 2.23% |
$12.7K - $14.1K
|
7.67K
$780K
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
SELL
|
- |
-178- 1.99% |
$12.9K - $14.4K
|
8.78K
$893K
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200- 1.55% |
$14.5K - $16.2K
|
12.7K
$1.29M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-205Closed |
$14.8K - $16.6K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-228- 1.36% |
$16.5K - $18.4K
|
16.6K
$1.69M
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-298- 10.91% |
$21.6K - $24.1K
|
2.43K
$248K
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-319- 3.62% |
$23.1K - $25.8K
|
8.5K
$864K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-320- 7.3% |
$23.1K - $25.9K
|
4.07K
$413K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-323- 4.71% |
$23.4K - $26.1K
|
6.53K
$664K
|
|
Apr 01, 2021
Q1 2021
|
Park National Corp
|
SELL
|
- |
-365- 1.12% |
$26.4K - $29.5K
|
32.1K
$3.27M
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-369- 12.08% |
$26.7K - $29.8K
|
2.69K
$273K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-392- 8.06% |
$28.4K - $31.7K
|
4.47K
$455K
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-395- 9.93% |
$28.6K - $31.9K
|
3.58K
$364K
|
|
May 10, 2021
Q1 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-439- 2.58% |
$31.8K - $35.5K
|
16.6K
$1.69M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-447- 2.63% |
$32.3K - $36.1K
|
16.6K
$1.68M
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-466- 6.72% |
$33.7K - $37.7K
|
6.47K
$658K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-492- 3.2% |
$35.6K - $39.8K
|
14.9K
$1.51M
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500- 12.45% |
$36.2K - $40.4K
|
3.52K
$358K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-556- 3.65% |
$40.2K - $44.9K
|
14.7K
$1.49M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-592- 1.23% |
$42.8K - $47.8K
|
47.6K
$4.84M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-633- 28.63% |
$45.8K - $51.2K
|
1.58K
$160K
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-638- 17.79% |
$46.1K - $51.6K
|
2.95K
$300K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-651- 5.15% |
$47.1K - $52.6K
|
12K
$1.22M
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-664- 9.28% |
$48K - $53.7K
|
6.49K
$660K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-902Closed |
$65.2K - $72.9K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-1.14K- 29.08% |
$82.5K - $92.2K
|
2.78K
$283K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.45K- 7.26% |
$105K - $117K
|
18.5K
$1.88M
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.46K- 29.53% |
$106K - $118K
|
3.49K
$355K
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.51K- 16.86% |
$109K - $122K
|
7.46K
$759K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 2.39% |
$111K - $124K
|
62.6K
$6.37M
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-1.55K- 5.56% |
$112K - $125K
|
26.3K
$2.68M
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.58K- 23.89% |
$115K - $128K
|
5.05K
$513K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.83K- 6.15% |
$133K - $148K
|
28K
$2.84M
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.09K- 8.77% |
$151K - $169K
|
21.7K
$2.21M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.09K- 8.77% |
$151K - $169K
|
21.7K
$2.21M
|