Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
120+ 2.62% |
$9.93K - $11.1K
|
4.71K
$509K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
99New |
$8.19K - $9.13K
|
99
$10.7K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
89+ 1.44% |
$7.37K - $8.21K
|
6.28K
$679K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82+ 0.75% |
$6.79K - $7.56K
|
11K
$1.19M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
81+ 1.11% |
$6.7K - $7.47K
|
7.39K
$798K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
78+ 2.01% |
$6.46K - $7.19K
|
3.96K
$428K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71New |
$5.88K - $6.55K
|
71
$7.67K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
44+ 1.74% |
$3.64K - $4.06K
|
2.57K
$278K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.72% |
$1.9K - $2.12K
|
3.2K
$346K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.11% |
$1.24K - $1.38K
|
13.2K
$1.43M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 0.14% |
$1.24K - $1.38K
|
11K
$1.19M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$414 - $461
|
9.12K
$985K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.12% |
$414 - $461
|
4.27K
$461K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4+ 0.14% |
$331 - $369
|
2.86K
$309K
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.04% |
$331 - $369
|
10.6K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.12% |
$248 - $277
|
2.45K
$265K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$166 - $184
|
2.73K
$295K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2+ 0.06% |
$166 - $184
|
3.2K
$346K
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.27% |
$82.8 - $92.2
|
376
$40.6K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$82.8 - $92.2
|
4.63K
$501K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.45% |
$82.8 - $92.2
|
222
$24K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$82.8 - $92.2
|
1.11K
$120K
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-23- 0.59% |
$1.9K - $2.12K
|
3.9K
$421K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-23- 20.54% |
$1.9K - $2.12K
|
89
$9.62K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-45- 1.4% |
$3.72K - $4.15K
|
3.18K
$343K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50- 0.18% |
$4.14K - $4.61K
|
27.9K
$3.02M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-52- 1.84% |
$4.3K - $4.8K
|
2.78K
$300K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-53- 0.29% |
$4.39K - $4.89K
|
18.1K
$1.95M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-65- 0.91% |
$5.38K - $5.99K
|
7.04K
$761K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-84- 1.88% |
$6.95K - $7.75K
|
4.39K
$474K
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-91- 1.32% |
$7.53K - $8.39K
|
6.81K
$735K
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-125- 5.0% |
$10.3K - $11.5K
|
2.38K
$257K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-128- 0.25% |
$10.6K - $11.8K
|
50.5K
$5.45M
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-136- 3.78% |
$11.3K - $12.5K
|
3.46K
$374K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-149Closed |
$12.3K - $13.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-150Closed |
$12.4K - $13.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-154- 2.98% |
$12.7K - $14.2K
|
5.02K
$543K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-170Closed |
$14.1K - $15.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-175- 10.0% |
$14.5K - $16.1K
|
1.58K
$170K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-175- 3.77% |
$14.5K - $16.1K
|
4.46K
$482K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-185Closed |
$15.3K - $17.1K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-199Closed |
$16.5K - $18.4K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-200- 66.67% |
$16.6K - $18.4K
|
100
$10.8K
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-215- 4.56% |
$17.8K - $19.8K
|
4.5K
$487K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-219- 4.89% |
$18.1K - $20.2K
|
4.26K
$460K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-220- 2.33% |
$18.2K - $20.3K
|
9.22K
$997K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-250Closed |
$20.7K - $23.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-260Closed |
$21.5K - $24K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-276Closed |
$22.8K - $25.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-325Closed |
$26.9K - $30K
|
0
$0
|