Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.9K+ 33.05% |
$4.41M - $4.95M
|
201K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3K+ 31.45% |
$3.92M - $4.4M
|
185K
$19.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.3K+ 73.37% |
$3.48M - $3.9M
|
93K
$9.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.2KNew |
$3.2M - $3.59M
|
36.2K
$3.81M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.9K+ 3.54% |
$3.18M - $3.56M
|
1.05M
$111M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
33.4K+ 87.76% |
$2.95M - $3.31M
|
71.4K
$7.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.9K+ 4.22% |
$2.91M - $3.27M
|
813K
$85.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.2K+ 26.15% |
$2.85M - $3.19M
|
155K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.6K+ 15.31% |
$2.61M - $2.93M
|
223K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.8KNew |
$2.55M - $2.86M
|
28.8K
$3.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.6KNew |
$1.82M - $2.04M
|
20.6K
$2.17M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.1K+ 10.36% |
$1.51M - $1.7M
|
182K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$1.33M - $1.49M
|
15K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.9K+ 34.31% |
$1.23M - $1.38M
|
54.4K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 114.94% |
$1.01M - $1.13M
|
21.3K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 17.75% |
$998K - $1.12M
|
74.8K
$7.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
9.84K+ 82.58% |
$871K - $977K
|
21.8K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.71K+ 6.13% |
$770K - $864K
|
151K
$15.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
8.35K+ 11.83% |
$739K - $829K
|
78.9K
$8.32M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.03K+ 101.97% |
$710K - $797K
|
15.9K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.82K+ 150.09% |
$691K - $776K
|
13K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.16KNew |
$633K - $710K
|
7.16K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.33KNew |
$559K - $628K
|
6.33K
$667K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.81K+ 14.41% |
$514K - $576K
|
46.1K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.24K+ 54.71% |
$463K - $520K
|
14.8K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.83KNew |
$427K - $480K
|
4.83K
$510K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.71K+ 122.6% |
$416K - $467K
|
8.55K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.52K+ 14.09% |
$400K - $448K
|
36.6K
$3.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.38K+ 49.63% |
$387K - $434K
|
13.2K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 70.0% |
$358K - $401K
|
9.82K
$1.04M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.01K+ 55.24% |
$354K - $398K
|
11.3K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.77K+ 376600.0% |
$333K - $374K
|
3.77K
$397K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 21.34% |
$331K - $371K
|
21.3K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.52KNew |
$311K - $349K
|
3.52K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$293K - $329K
|
3.31K
$349K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.21K+ 0.69% |
$284K - $319K
|
471K
$49.7M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.2KNew |
$194K - $218K
|
2.2K
$232K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.19KNew |
$194K - $217K
|
2.19K
$231K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05KNew |
$181K - $203K
|
2.05K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.03KNew |
$180K - $202K
|
2.03K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.61K+ 14.57% |
$142K - $159K
|
12.6K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 0.66% |
$121K - $135K
|
207K
$21.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.1KNew |
$97.3K - $109K
|
1.1K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
844+ 0.33% |
$74.6K - $83.8K
|
260K
$27.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
617+ 124.9% |
$54.6K - $61.2K
|
1.11K
$117K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
591+ 1.04% |
$52.3K - $58.7K
|
57.2K
$6.03M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
495+ 19.87% |
$43.8K - $49.1K
|
2.99K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
313New |
$27.7K - $31.1K
|
313
$33K
|