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 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
11.7KNew |
$1.16M - $1.28M
|
11.7K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.03K+ 1.38% |
$698K - $773K
|
516K
$49.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.94K+ 91.45% |
$292K - $323K
|
6.16K
$593K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 143700.0% |
$285K - $316K
|
2.88K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
605+ 0.42% |
$60.1K - $66.5K
|
144K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
123New |
$12.2K - $13.5K
|
123
$11.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11+ 0.48% |
$1.09K - $1.21K
|
2.29K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4+ 0.02% |
$397 - $440
|
21.8K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.09% |
$298 - $330
|
3.3K
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$199 - $220
|
2.09K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.44% |
$199 - $220
|
460
$44.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.37% |
$199 - $220
|
543
$52.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$99.3 - $110
|
12.1K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-20- 0.18% |
$1.99K - $2.2K
|
11.1K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-34- 0.21% |
$3.38K - $3.74K
|
16K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 2.03% |
$4.96K - $5.49K
|
2.42K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.52% |
$7.45K - $8.24K
|
4.87K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-112- 2.38% |
$11.1K - $12.3K
|
4.6K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-158- 0.37% |
$15.7K - $17.4K
|
42.6K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-224- 2.52% |
$22.2K - $24.6K
|
8.66K
$834K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-289- 5.06% |
$28.7K - $31.8K
|
5.42K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-490- 12.83% |
$48.6K - $53.8K
|
3.33K
$321K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-535- 5.53% |
$53.1K - $58.8K
|
9.14K
$880K
|