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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11+ 0.48% |
$1.09K - $1.21K
|
2.29K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.33% |
$993 - $1.1K
|
3.02K
$321K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6+ 0.15% |
$596 - $659
|
4.03K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.15% |
$397 - $440
|
2.64K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.14% |
$397 - $440
|
2.78K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.15% |
$397 - $440
|
2.73K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4+ 0.02% |
$397 - $440
|
21.8K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$298 - $330
|
7.83K
$833K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.09% |
$298 - $330
|
3.3K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$298 - $330
|
4.25K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$298 - $330
|
4.3K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.37% |
$199 - $220
|
543
$57.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.32% |
$199 - $220
|
630
$67.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.44% |
$199 - $220
|
460
$49K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$199 - $220
|
2.09K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$99.3 - $110
|
15.4K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$99.3 - $110
|
2.96K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$99.3 - $110
|
246
$26.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.75% |
$99.3 - $110
|
135
$14.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$99.3 - $110
|
12.1K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.37% |
$99.3 - $110
|
274
$29.2K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.07% |
$695 - $769
|
10.2K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-11- 0.1% |
$1.09K - $1.21K
|
10.5K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-20- 0.18% |
$1.99K - $2.2K
|
11.1K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-27- 1.14% |
$2.68K - $2.97K
|
2.33K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-34- 0.21% |
$3.38K - $3.74K
|
16K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-38- 1.42% |
$3.77K - $4.18K
|
2.63K
$280K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 2.39% |
$4.96K - $5.49K
|
2.04K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 2.03% |
$4.96K - $5.49K
|
2.42K
$257K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-50- 1.73% |
$4.96K - $5.49K
|
2.84K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-52- 1.94% |
$5.16K - $5.71K
|
2.63K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-71- 2.06% |
$7.05K - $7.8K
|
3.37K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-75- 0.73% |
$7.45K - $8.24K
|
10.1K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.52% |
$7.45K - $8.24K
|
4.87K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-76- 1.53% |
$7.54K - $8.35K
|
4.91K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-80- 0.73% |
$7.94K - $8.79K
|
10.9K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-87- 0.09% |
$8.64K - $9.56K
|
91.9K
$9.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-98- 2.65% |
$9.73K - $10.8K
|
3.6K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-112- 2.38% |
$11.1K - $12.3K
|
4.6K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-119- 4.28% |
$11.8K - $13.1K
|
2.66K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-158- 0.37% |
$15.7K - $17.4K
|
42.6K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-189- 3.57% |
$18.8K - $20.8K
|
5.11K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-190- 1.96% |
$18.9K - $20.9K
|
9.53K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200- 2.93% |
$19.9K - $22K
|
6.63K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-224- 4.06% |
$22.2K - $24.6K
|
5.3K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-224- 2.52% |
$22.2K - $24.6K
|
8.66K
$922K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-227- 5.24% |
$22.5K - $24.9K
|
4.11K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-237- 3.86% |
$23.5K - $26K
|
5.91K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-238- 2.09% |
$23.6K - $26.2K
|
11.1K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-253- 3.23% |
$25.1K - $27.8K
|
7.57K
$806K
|