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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-275- 16.02% |
$27.3K - $30.2K
|
1.44K
$154K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-288- 10.02% |
$28.6K - $31.6K
|
2.59K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-289- 5.06% |
$28.7K - $31.8K
|
5.42K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-353- 3.45% |
$35K - $38.8K
|
9.89K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-366- 2.79% |
$36.3K - $40.2K
|
12.8K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-410- 2.19% |
$40.7K - $45.1K
|
18.3K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-424- 3.43% |
$42.1K - $46.6K
|
12K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-448- 1.93% |
$44.5K - $49.2K
|
22.8K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-453- 11.77% |
$45K - $49.8K
|
3.4K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-484- 6.44% |
$48K - $53.2K
|
7.03K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-490- 12.83% |
$48.6K - $53.8K
|
3.33K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-495- 0.3% |
$49.1K - $54.4K
|
162K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 7.57% |
$49.6K - $54.9K
|
6.1K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-503- 15.85% |
$49.9K - $55.3K
|
2.67K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-503- 20.15% |
$49.9K - $55.3K
|
1.99K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-519- 4.1% |
$51.5K - $57K
|
12.1K
$1.29M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-535- 5.53% |
$53.1K - $58.8K
|
9.14K
$973K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-585- 1.98% |
$58.1K - $64.3K
|
28.9K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-608- 6.18% |
$60.4K - $66.8K
|
9.23K
$982K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-619- 5.49% |
$61.4K - $68K
|
10.6K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-701- 1.39% |
$69.6K - $77K
|
49.6K
$5.28M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-783- 4.87% |
$77.7K - $86K
|
15.3K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-804- 1.41% |
$79.8K - $88.4K
|
56.1K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-830- 28.33% |
$82.4K - $91.2K
|
2.1K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-830- 3.02% |
$82.4K - $91.2K
|
26.6K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-897- 38.11% |
$89K - $98.6K
|
1.46K
$155K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-944- 5.11% |
$93.7K - $104K
|
17.5K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06KClosed |
$105K - $116K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.08K- 1.21% |
$107K - $118K
|
88K
$9.37M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 8.09% |
$112K - $124K
|
12.8K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.14K- 12.74% |
$113K - $125K
|
7.82K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.3K- 13.45% |
$129K - $143K
|
8.37K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.51K- 22.87% |
$150K - $166K
|
5.1K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 2.4% |
$155K - $172K
|
63.4K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 12.69% |
$159K - $176K
|
11K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.78K- 9.4% |
$177K - $196K
|
17.2K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.9K- 3.24% |
$189K - $209K
|
56.8K
$6.05M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.5K- 39.31% |
$248K - $275K
|
3.86K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.66K- 2.73% |
$363K - $402K
|
131K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.08K- 41.49% |
$405K - $449K
|
5.76K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.57K- 50.0% |
$454K - $503K
|
4.57K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.45K- 2.92% |
$640K - $709K
|
215K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.21K- 22.33% |
$716K - $792K
|
25.1K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.7K- 3.86% |
$863K - $956K
|
216K
$23M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.1K- 12.71% |
$1.1M - $1.22M
|
76.1K
$8.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.6K- 50.0% |
$1.45M - $1.6M
|
14.6K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.8K- 1.24% |
$1.47M - $1.63M
|
1.18M
$126M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 78.22% |
$2.37M - $2.62M
|
6.63K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29.6K- 47.86% |
$2.94M - $3.25M
|
32.3K
$3.43M
|