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 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-370- 5.05% |
$30.6K - $34.1K
|
6.96K
$752K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-388- 3.45% |
$32.1K - $35.8K
|
10.9K
$1.17M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-427- 5.24% |
$35.3K - $39.4K
|
7.72K
$835K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-432- 5.38% |
$35.8K - $39.8K
|
7.6K
$821K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-445- 3.4% |
$36.8K - $41K
|
12.6K
$1.36M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-479- 4.12% |
$39.6K - $44.2K
|
11.1K
$1.2M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-501- 7.42% |
$41.5K - $46.2K
|
6.25K
$675K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-507Closed |
$42K - $46.8K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-595- 23.21% |
$49.2K - $54.9K
|
1.97K
$213K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-683- 15.27% |
$56.5K - $63K
|
3.79K
$409K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-729- 1.13% |
$60.3K - $67.2K
|
63.5K
$6.86M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-802- 18.6% |
$66.4K - $74K
|
3.51K
$379K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-823- 4.4% |
$68.1K - $75.9K
|
17.9K
$1.93M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-917- 64.99% |
$75.9K - $84.6K
|
494
$53.4K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-960- 7.41% |
$79.4K - $88.5K
|
12K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.13K- 10.4% |
$93.5K - $104K
|
9.74K
$1.05M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.19KClosed |
$98.2K - $109K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-1.25K- 8.29% |
$103K - $115K
|
13.8K
$1.49M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.3KClosed |
$108K - $120K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-1.35K- 10.22% |
$112K - $125K
|
11.9K
$1.28M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.5K- 2.36% |
$124K - $138K
|
62.2K
$6.72M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.54K- 32.97% |
$128K - $142K
|
3.14K
$339K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.6K- 12.01% |
$132K - $147K
|
11.7K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.68K- 4.88% |
$139K - $155K
|
32.7K
$3.53M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.85K- 7.89% |
$153K - $171K
|
21.6K
$2.34M
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.93K- 18.72% |
$159K - $178K
|
8.36K
$903K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.97K- 5.81% |
$163K - $181K
|
31.9K
$3.45M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.09KClosed |
$173K - $193K
|
0
$0
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-2.19K- 10.1% |
$182K - $202K
|
19.5K
$2.11M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.62K- 48.24% |
$217K - $242K
|
2.81K
$304K
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-3K- 31.76% |
$248K - $277K
|
6.45K
$697K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.45K- 8.02% |
$286K - $318K
|
39.6K
$4.28M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.14K- 23.05% |
$343K - $382K
|
13.8K
$1.49M
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.18K- 76.91% |
$346K - $386K
|
1.26K
$136K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.24K- 3.02% |
$351K - $391K
|
136K
$14.7M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4.81K- 66.93% |
$398K - $444K
|
2.38K
$257K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.03K- 29.99% |
$416K - $464K
|
11.7K
$1.27M
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-6.14K- 62.46% |
$508K - $566K
|
3.69K
$399K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.37K- 16.17% |
$527K - $588K
|
33K
$3.57M
|
|
Apr 14, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-6.96K- 91.18% |
$576K - $641K
|
673
$72.7K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7.11KClosed |
$588K - $656K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.34K- 2.54% |
$690K - $769K
|
320K
$34.5M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.66K- 9.04% |
$717K - $799K
|
87.2K
$9.42M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.95K- 9.64% |
$741K - $826K
|
83.9K
$9.07M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 2.92% |
$940K - $1.05M
|
378K
$40.8M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.5K- 6.61% |
$1.03M - $1.15M
|
177K
$19.1M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-13.1K- 40.06% |
$1.09M - $1.21M
|
19.7K
$2.12M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-14.9K- 7.46% |
$1.24M - $1.38M
|
185K
$20M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.5K- 56.9% |
$1.44M - $1.61M
|
13.2K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.6K- 2.47% |
$1.79M - $1.99M
|
854K
$92.3M
|