Purchases and Sales Made in Q2 2019 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 2019. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2019
Q2 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
196K+ 78.62% |
$11.2M - $12.1M
|
445K
$45.3M
|
|
Aug 15, 2019
Q2 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
169KNew |
$9.66M - $10.5M
|
169K
$17.2M
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
160K+ 4102.72% |
$9.11M - $9.87M
|
164K
$16.6M
|
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
138K+ 791.95% |
$7.89M - $8.55M
|
156K
$15.9M
|
|
Aug 01, 2019
Q2 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48.5K+ 611.24% |
$2.77M - $2.99M
|
56.4K
$5.74M
|
|
Aug 13, 2019
Q2 2019
|
Us Bancorp \De\
|
BUY
|
- |
46.8K+ 73.72% |
$2.67M - $2.89M
|
110K
$11.2M
|
|
Aug 14, 2019
Q2 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.7K+ 134.04% |
$2.38M - $2.57M
|
72.7K
$7.4M
|
|
Aug 13, 2019
Q2 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.4K+ 10.66% |
$1.73M - $1.88M
|
316K
$32.1M
|
|
Jan 30, 2024
Q2 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.1K+ 847.82% |
$1.43M - $1.55M
|
28K
$2.85M
|
|
Aug 21, 2019
Q2 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14.2KNew |
$810K - $878K
|
14.2K
$1.45M
|
|
Jul 19, 2019
Q2 2019
|
Camelot Portfolios, LLC
|
BUY
|
- |
13.3K+ 27.07% |
$759K - $822K
|
62.5K
$6.36M
|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5K+ 2.83% |
$715K - $775K
|
456K
$46.4M
|
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.2K+ 711.95% |
$639K - $692K
|
12.8K
$1.3M
|
|
Aug 13, 2019
Q2 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.8K+ 90.91% |
$559K - $605K
|
20.6K
$2.09M
|
|
Aug 14, 2019
Q2 2019
|
Ubs Group Ag
|
BUY
|
- |
7.83K+ 0.64% |
$447K - $484K
|
1.23M
$126M
|
|
Aug 12, 2019
Q2 2019
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.68K+ 50.9% |
$438K - $474K
|
22.8K
$2.32M
|
|
Aug 23, 2019
Q2 2019
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.74KNew |
$385K - $416K
|
6.74K
$686K
|
|
Mar 24, 2023
Q2 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.19K+ 65.75% |
$353K - $382K
|
15.6K
$1.59M
|
|
Jul 19, 2019
Q2 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.41K+ 2.05% |
$308K - $334K
|
270K
$27.4M
|
|
Aug 14, 2019
Q2 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
4.99K+ 7.65% |
$285K - $308K
|
70.2K
$7.14M
|
|
Jul 17, 2019
Q2 2019
|
Ballew Advisors, Inc
|
BUY
|
- |
4.71K+ 3.18% |
$268K - $291K
|
153K
$15.5M
|
|
Jul 01, 2019
Q2 2019
|
Park National Corp
|
BUY
|
- |
4.54K+ 11.6% |
$259K - $280K
|
43.7K
$4.44M
|
|
Jul 24, 2019
Q2 2019
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.5K+ 5.63% |
$257K - $278K
|
84.4K
$8.59M
|
|
Aug 06, 2019
Q2 2019
|
Lincoln National Corp
|
BUY
|
- |
4.44KNew |
$253K - $274K
|
4.44K
$451K
|
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.4K+ 11.82% |
$251K - $272K
|
41.6K
$4.23M
|
|
Aug 07, 2019
Q2 2019
|
Creative Financial Designs Inc
|
BUY
|
- |
4.13KNew |
$235K - $255K
|
4.13K
$420K
|
|
Aug 12, 2019
Q2 2019
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$228K - $247K
|
4K
$407K
|
|
Jul 22, 2019
Q2 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 32.56% |
$212K - $229K
|
15.1K
$1.54M
|
|
Aug 13, 2019
Q2 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.33KNew |
$190K - $206K
|
3.33K
$338K
|
|
Jul 16, 2019
Q2 2019
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.31KNew |
$189K - $204K
|
3.31K
$337K
|
|
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.28KNew |
$187K - $202K
|
3.28K
$333K
|
|
Jul 18, 2019
Q2 2019
|
Legacy Private Trust Co.
|
BUY
|
- |
2.97K+ 17.58% |
$170K - $184K
|
19.9K
$2.02M
|
|
Aug 15, 2019
Q2 2019
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.57KNew |
$147K - $159K
|
2.57K
$261K
|
|
Jul 19, 2019
Q2 2019
|
Lvz, Inc.
|
BUY
|
- |
1.94K+ 14.8% |
$110K - $120K
|
15K
$1.53M
|
|
Aug 02, 2019
Q2 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.58K+ 1.97% |
$90.2K - $97.7K
|
81.8K
$8.32M
|
|
Aug 13, 2019
Q2 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.56K+ 21.8% |
$89K - $96.4K
|
8.72K
$887K
|
|
Nov 19, 2019
Q2 2019
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45K+ 236.11% |
$82.4K - $89.2K
|
2.06K
$209K
|
|
Aug 15, 2019
Q2 2019
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.31K+ 8.04% |
$74.9K - $81.1K
|
17.6K
$1.79M
|
|
Jul 31, 2019
Q2 2019
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$74.4K - $80.5K
|
1.3K
$133K
|
|
Aug 12, 2019
Q2 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 42.37% |
$66.4K - $71.9K
|
3.91K
$398K
|
|
Aug 09, 2019
Q2 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
916+ 12.72% |
$52.2K - $56.6K
|
8.12K
$826K
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
870+ 12.39% |
$49.6K - $53.7K
|
7.89K
$803K
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
BUY
|
- |
789+ 2.59% |
$45K - $48.7K
|
31.3K
$3.18M
|
|
Jul 30, 2019
Q2 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
752+ 48.96% |
$42.9K - $46.4K
|
2.29K
$233K
|
|
Aug 14, 2019
Q2 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
747+ 8.83% |
$42.6K - $46.1K
|
9.21K
$937K
|
|
Aug 15, 2019
Q2 2019
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
731+ 3.43% |
$41.7K - $45.1K
|
22K
$2.24M
|
|
Aug 05, 2019
Q2 2019
|
Pfg Advisors
|
BUY
|
- |
719+ 10.38% |
$41K - $44.4K
|
7.65K
$778K
|
|
Jul 25, 2019
Q2 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
541New |
$30.9K - $33.4K
|
541
$55K
|
|
Aug 06, 2019
Q2 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
527+ 1.6% |
$30.1K - $32.5K
|
33.5K
$3.41M
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
484+ 1.6% |
$27.6K - $29.9K
|
30.6K
$3.12M
|