Purchases and Sales Made in Q2 2018 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 Q2 2018. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2018
Q2 2018
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
801K+ 5838.0% |
$45.7M - $49.1M
|
814K
$83.4M
|
|
Aug 10, 2018
Q2 2018
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
196KNew |
$11.2M - $12M
|
196K
$20.1M
|
|
Aug 14, 2018
Q2 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.5K+ 3.53% |
$2.94M - $3.16M
|
1.51M
$155M
|
|
Aug 14, 2018
Q2 2018
|
Ubs Group Ag
|
BUY
|
- |
45.7K+ 4.35% |
$2.61M - $2.8M
|
1.09M
$112M
|
|
Aug 13, 2018
Q2 2018
|
Camelot Portfolios, LLC
|
BUY
|
- |
31.7K+ 158.7% |
$1.81M - $1.94M
|
51.6K
$5.29M
|
|
Aug 14, 2018
Q2 2018
|
Banco Santander, S.A.
|
BUY
|
- |
28.4K+ 12.91% |
$1.62M - $1.74M
|
248K
$25.4M
|
|
Aug 07, 2018
Q2 2018
|
Merit Financial Group, LLC
|
BUY
|
- |
21.3KNew |
$1.22M - $1.31M
|
21.3K
$2.19M
|
|
Jul 30, 2018
Q2 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.6K+ 4.38% |
$1.06M - $1.14M
|
443K
$45.3M
|
|
Aug 10, 2018
Q2 2018
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.3K+ 12.08% |
$989K - $1.06M
|
161K
$16.5M
|
|
Aug 14, 2018
Q2 2018
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 40.69% |
$924K - $993K
|
56K
$5.73M
|
|
Jul 31, 2018
Q2 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 5.54% |
$809K - $869K
|
270K
$27.7M
|
|
Aug 02, 2018
Q2 2018
|
Lvz, Inc.
|
BUY
|
- |
13KNew |
$740K - $795K
|
13K
$1.33M
|
|
Aug 14, 2018
Q2 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$637K - $684K
|
11.2K
$1.14M
|
|
Aug 16, 2018
Q2 2018
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 22.91% |
$576K - $618K
|
54.1K
$5.54M
|
|
Aug 14, 2018
Q2 2018
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.85K+ 18.87% |
$562K - $604K
|
62K
$6.35M
|
|
Aug 15, 2018
Q2 2018
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.67KNew |
$438K - $471K
|
7.67K
$786K
|
|
Jul 30, 2018
Q2 2018
|
Ballew Advisors, Inc
|
BUY
|
- |
7.49K+ 5.39% |
$428K - $460K
|
146K
$15M
|
|
Aug 06, 2018
Q2 2018
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.1K+ 20.91% |
$405K - $435K
|
41K
$4.21M
|
|
Aug 13, 2018
Q2 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.01K+ 3.41% |
$400K - $430K
|
213K
$21.8M
|
|
Aug 08, 2018
Q2 2018
|
Us Bancorp \De\
|
BUY
|
- |
5.1K+ 11.69% |
$291K - $313K
|
48.7K
$4.99M
|
|
Aug 07, 2018
Q2 2018
|
Ifp Advisors, Inc
|
BUY
|
- |
4.82K+ 18.83% |
$275K - $295K
|
30.4K
$3.11M
|
|
Jan 29, 2020
Q2 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.84K+ 28.46% |
$219K - $236K
|
17.3K
$1.78M
|
|
Aug 02, 2018
Q2 2018
|
D.A. Davidson & Co.
|
BUY
|
- |
2.95K+ 11.26% |
$168K - $181K
|
29.1K
$2.99M
|
|
Jul 20, 2018
Q2 2018
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.85K+ 79.8% |
$163K - $175K
|
6.43K
$659K
|
|
Aug 10, 2018
Q2 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.33K+ 16.38% |
$133K - $143K
|
16.6K
$1.7M
|
|
Jul 25, 2018
Q2 2018
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.65K+ 36.1% |
$94.4K - $101K
|
6.24K
$639K
|
|
Aug 07, 2018
Q2 2018
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.5K+ 1.6% |
$85.7K - $92.1K
|
95.5K
$9.78M
|
|
Aug 01, 2018
Q2 2018
|
Kovack Advisors, Inc.
|
BUY
|
- |
935+ 12.09% |
$53.4K - $57.3K
|
8.67K
$888K
|
|
Jul 23, 2018
Q2 2018
|
Stone X Group Inc.
|
BUY
|
- |
820+ 5.9% |
$46.8K - $50.3K
|
14.7K
$1.51M
|
|
Aug 02, 2018
Q2 2018
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
805+ 10.9% |
$46K - $49.4K
|
8.19K
$839K
|
|
Jul 26, 2018
Q2 2018
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
775+ 21.55% |
$44.3K - $47.5K
|
4.37K
$448K
|
|
Aug 14, 2018
Q2 2018
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
600New |
$34.3K - $36.8K
|
600
$61.5K
|
|
Aug 10, 2018
Q2 2018
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
447+ 1.6% |
$25.5K - $27.4K
|
28.5K
$2.92M
|
|
Aug 10, 2018
Q2 2018
|
Envestnet Asset Management Inc
|
BUY
|
- |
338+ 0.13% |
$19.3K - $20.7K
|
269K
$27.6M
|
|
Aug 31, 2018
Q2 2018
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
267+ 2.1% |
$15.2K - $16.4K
|
13K
$1.33M
|
|
Jul 19, 2018
Q2 2018
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
241New |
$13.8K - $14.8K
|
241
$24.7K
|
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
133+ 1.65% |
$7.59K - $8.16K
|
8.2K
$840K
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.07% |
$514 - $552
|
13.1K
$1.34M
|
|
Aug 09, 2018
Q2 2018
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$457 - $491
|
8
$820
|
|
Aug 14, 2018
Q2 2018
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.13% |
$114 - $123
|
1.53K
$156K
|
|
Aug 03, 2018
Q2 2018
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.01% |
$114 - $123
|
16.4K
$1.68M
|
|
Aug 10, 2018
Q2 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.01% |
$57.1 - $61.3
|
8.38K
$859K
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-15- 1.85% |
$857 - $920
|
796
$81.6K
|
|
Aug 13, 2018
Q2 2018
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-30Closed |
$1.71K - $1.84K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-75- 27.99% |
$4.28K - $4.6K
|
193
$19.8K
|
|
Aug 14, 2018
Q2 2018
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100Closed |
$5.71K - $6.13K
|
0
$0
|
|
Jul 18, 2018
Q2 2018
|
Prospera Financial Services Inc
|
SELL
|
- |
-111- 0.75% |
$6.34K - $6.81K
|
14.7K
$1.5M
|
|
Aug 14, 2018
Q2 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-152- 2.97% |
$8.68K - $9.32K
|
4.97K
$509K
|
|
Jul 19, 2018
Q2 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-193- 5.74% |
$11K - $11.8K
|
3.17K
$325K
|
|
Aug 09, 2018
Q2 2018
|
Bison Wealth, LLC
|
SELL
|
- |
-219- 1.4% |
$12.5K - $13.4K
|
15.4K
$1.58M
|