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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-124- 3.05% |
$11K - $12.3K
|
3.94K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-131- 0.31% |
$11.6K - $13K
|
41.9K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-135- 0.84% |
$11.9K - $13.4K
|
15.8K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-137- 1.21% |
$12.1K - $13.6K
|
11.2K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-146- 4.88% |
$12.9K - $14.5K
|
2.84K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-149- 3.78% |
$13.2K - $14.8K
|
3.79K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-149- 4.53% |
$13.2K - $14.8K
|
3.14K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-166- 1.73% |
$14.7K - $16.5K
|
9.44K
$995K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-185- 4.2% |
$16.4K - $18.4K
|
4.22K
$445K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 31.64% |
$16.5K - $18.6K
|
404
$42.6K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-211- 4.96% |
$18.7K - $20.9K
|
4.04K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-224- 3.74% |
$19.8K - $22.2K
|
5.76K
$607K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-228- 1.83% |
$20.2K - $22.6K
|
12.3K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-230- 1.98% |
$20.3K - $22.8K
|
11.4K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-238- 2.51% |
$21K - $23.6K
|
9.23K
$973K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-353- 9.23% |
$31.2K - $35K
|
3.47K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-356- 5.87% |
$31.5K - $35.3K
|
5.71K
$602K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-358- 2.26% |
$31.7K - $35.5K
|
15.5K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-384- 12.38% |
$34K - $38.1K
|
2.72K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-395- 2.93% |
$34.9K - $39.2K
|
13.1K
$1.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-423- 14.12% |
$37.4K - $42K
|
2.57K
$271K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-435- 5.64% |
$38.5K - $43.2K
|
7.28K
$768K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-445- 2.89% |
$39.4K - $44.2K
|
14.9K
$1.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-497- 14.08% |
$44K - $49.3K
|
3.03K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-551- 9.12% |
$48.7K - $54.7K
|
5.49K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-557- 9.64% |
$49.3K - $55.3K
|
5.22K
$551K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-576- 0.96% |
$50.9K - $57.2K
|
59.4K
$6.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-586- 3.93% |
$51.8K - $58.2K
|
14.3K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-622- 2.46% |
$55K - $61.7K
|
24.6K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-634- 5.67% |
$56.1K - $62.9K
|
10.5K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-704- 0.7% |
$62.3K - $69.9K
|
99.4K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-990- 8.25% |
$87.6K - $98.2K
|
11K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.1K- 22.28% |
$96.8K - $109K
|
3.82K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.26K- 4.98% |
$111K - $125K
|
24.1K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 24.63% |
$112K - $126K
|
3.88K
$409K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 18.27% |
$118K - $133K
|
5.99K
$631K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.35K- 1.98% |
$120K - $134K
|
67K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 20.3% |
$134K - $150K
|
5.95K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.09K- 4.81% |
$185K - $208K
|
41.4K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.46K- 26.86% |
$217K - $244K
|
6.69K
$705K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.71K- 2.68% |
$240K - $269K
|
98.3K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 9.17% |
$246K - $276K
|
27.6K
$2.91M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.24K- 2.11% |
$287K - $322K
|
151K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.31KClosed |
$293K - $329K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-3.49K- 25.57% |
$308K - $346K
|
10.1K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.35K- 8.45% |
$473K - $531K
|
58K
$6.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.77K- 3.52% |
$599K - $672K
|
185K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.89K- 34.13% |
$698K - $783K
|
15.2K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.04K- 5.21% |
$799K - $897K
|
165K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14K- 20.68% |
$1.24M - $1.39M
|
53.6K
$5.65M
|