Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157K+ 154.18% |
$15.6M - $17.3M
|
260K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.9K+ 13.83% |
$6.44M - $7.13M
|
534K
$56.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.4K+ 1444.14% |
$6.39M - $7.08M
|
68.9K
$7.33M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.3K+ 30.5% |
$5.1M - $5.64M
|
220K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.5KNew |
$3.22M - $3.57M
|
32.5K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
29.5K+ 430.76% |
$2.93M - $3.24M
|
36.3K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.1K+ 374.91% |
$2M - $2.21M
|
25.5K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 1.68% |
$1.6M - $1.77M
|
973K
$104M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.4K+ 9.54% |
$1.42M - $1.58M
|
165K
$17.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.1K+ 93.77% |
$1.4M - $1.55M
|
29.2K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
11.7KNew |
$1.16M - $1.28M
|
11.7K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.4K+ 10.76% |
$1.03M - $1.14M
|
107K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.59K+ 2.98% |
$853K - $944K
|
297K
$31.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.35K+ 4.16% |
$729K - $807K
|
184K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.03K+ 1.38% |
$698K - $773K
|
516K
$55M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.42K+ 3.09% |
$637K - $705K
|
214K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.68K+ 35.61% |
$465K - $514K
|
17.8K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.51K+ 9.76% |
$448K - $495K
|
50.7K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.23K+ 49.92% |
$420K - $465K
|
12.7K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.06K+ 29.61% |
$403K - $446K
|
17.8K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.03KNew |
$400K - $442K
|
4.03K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$341K - $378K
|
3.44K
$366K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.32KNew |
$330K - $365K
|
3.32K
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.94K+ 91.45% |
$292K - $323K
|
6.16K
$656K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 143700.0% |
$285K - $316K
|
2.88K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.78K+ 7.46% |
$276K - $305K
|
40K
$4.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.7K+ 20.17% |
$268K - $297K
|
16.1K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.42K+ 222.67% |
$240K - $265K
|
3.5K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.4KNew |
$238K - $264K
|
2.4K
$256K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.33K+ 56.12% |
$231K - $256K
|
6.48K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.04K+ 80.21% |
$202K - $224K
|
4.58K
$488K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
770+ 28.69% |
$76.4K - $84.6K
|
3.45K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
605+ 0.42% |
$60.1K - $66.5K
|
144K
$15.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
453+ 0.72% |
$45K - $49.8K
|
63.8K
$6.79M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
411New |
$40.8K - $45.2K
|
411
$43.8K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
373+ 0.45% |
$37K - $41K
|
82.5K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
372+ 1.72% |
$36.9K - $40.9K
|
22K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
367+ 3.79% |
$36.4K - $40.3K
|
10K
$1.07M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
356+ 9.39% |
$35.3K - $39.1K
|
4.15K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
174+ 4.82% |
$17.3K - $19.1K
|
3.79K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
171+ 4.54% |
$17K - $18.8K
|
3.94K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
162+ 1.27% |
$16.1K - $17.8K
|
12.9K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
139+ 2.51% |
$13.8K - $15.3K
|
5.68K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
123New |
$12.2K - $13.5K
|
123
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
123+ 2.15% |
$12.2K - $13.5K
|
5.84K
$622K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
64+ 0.47% |
$6.35K - $7.03K
|
13.7K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.22% |
$1.59K - $1.76K
|
7.23K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.19% |
$1.09K - $1.21K
|
5.85K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
11+ 0.31% |
$1.09K - $1.21K
|
3.57K
$380K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.22% |
$1.09K - $1.21K
|
4.93K
$525K
|