Purchases and Sales Made in Q2 2020 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 2020. 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, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
160K+ 55.21% |
$7.18M - $10.3M
|
449K
$50.2M
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.3K+ 16.93% |
$3.07M - $4.42M
|
472K
$52.8M
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
61.6KNew |
$2.77M - $3.99M
|
61.6K
$6.9M
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40KNew |
$1.8M - $2.59M
|
40K
$4.48M
|
|
Aug 14, 2020
Q2 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34K+ 37.26% |
$1.53M - $2.2M
|
125K
$14M
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 150.37% |
$598K - $860K
|
22.1K
$2.48M
|
|
Aug 13, 2020
Q2 2020
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8.75KNew |
$394K - $567K
|
8.75K
$979K
|
|
Aug 07, 2020
Q2 2020
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.35KNew |
$286K - $411K
|
6.35K
$710K
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.27KNew |
$282K - $406K
|
6.27K
$702K
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.49K+ 82.98% |
$247K - $356K
|
12.1K
$1.36M
|
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.21KNew |
$235K - $338K
|
5.21K
$583K
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.01KNew |
$180K - $259K
|
4.01K
$448K
|
|
Jul 21, 2020
Q2 2020
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.9KNew |
$176K - $253K
|
3.9K
$437K
|
|
Jul 20, 2020
Q2 2020
|
Good Life Advisors, LLC
|
BUY
|
- |
3.89KNew |
$175K - $252K
|
3.89K
$435K
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
BUY
|
- |
3.82KNew |
$172K - $247K
|
3.82K
$427K
|
|
Aug 10, 2020
Q2 2020
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.74KNew |
$168K - $242K
|
3.74K
$418K
|
|
Jul 31, 2020
Q2 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.71KNew |
$167K - $240K
|
3.71K
$416K
|
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.6KNew |
$162K - $233K
|
3.6K
$403K
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.59KNew |
$161K - $232K
|
3.59K
$402K
|
|
Aug 17, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.39KNew |
$153K - $220K
|
3.39K
$380K
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
- |
2.97K+ 4.64% |
$134K - $192K
|
67K
$7.5M
|
|
Jul 13, 2020
Q2 2020
|
Lvz, Inc.
|
BUY
|
- |
2.94K+ 14.17% |
$132K - $190K
|
23.7K
$2.65M
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.62K+ 22.28% |
$73.1K - $105K
|
8.91K
$998K
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
929+ 39.18% |
$41.8K - $60.2K
|
3.3K
$369K
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
772+ 9.35% |
$34.7K - $50K
|
9.03K
$1.01M
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
444+ 30.18% |
$20K - $28.8K
|
1.92K
$214K
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
403+ 2.42% |
$18.1K - $26.1K
|
17K
$1.91M
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
342+ 4.35% |
$15.4K - $22.2K
|
8.21K
$919K
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
BUY
|
- |
300+ 1.72% |
$13.5K - $19.4K
|
17.7K
$1.98M
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
164+ 0.12% |
$7.38K - $10.6K
|
132K
$14.7M
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140+ 0.48% |
$6.3K - $9.07K
|
29.5K
$3.31M
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
139New |
$6.26K - $9K
|
139
$15.6K
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.4% |
$450 - $648
|
2.53K
$283K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 0.06% |
$360 - $518
|
13.6K
$1.52M
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
8+ 0.18% |
$360 - $518
|
4.4K
$493K
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.46% |
$45 - $64.8
|
218
$24.4K
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$45 - $64.8
|
4.68K
$524K
|
|
Aug 10, 2020
Q2 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-15- 0.27% |
$675 - $972
|
5.55K
$621K
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-17Closed |
$765 - $1.1K
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Park National Corp
|
SELL
|
- |
-25- 0.08% |
$1.13K - $1.62K
|
32.6K
$3.65M
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-29- 0.37% |
$1.31K - $1.88K
|
7.83K
$876K
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37- 0.49% |
$1.67K - $2.4K
|
7.58K
$848K
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49- 73.13% |
$2.21K - $3.17K
|
18
$2.02K
|
|
Aug 12, 2020
Q2 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-80- 1.8% |
$3.6K - $5.18K
|
4.37K
$489K
|
|
Aug 06, 2020
Q2 2020
|
Element Wealth, LLC
|
SELL
|
- |
-100- 1.78% |
$4.5K - $6.48K
|
5.53K
$619K
|
|
Jul 29, 2020
Q2 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-197- 4.08% |
$8.87K - $12.8K
|
4.63K
$518K
|
|
Jul 28, 2020
Q2 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-200Closed |
$9K - $13K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-328- 66.4% |
$14.8K - $21.2K
|
166
$18.6K
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-330- 4.38% |
$14.9K - $21.4K
|
7.21K
$807K
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-351- 6.73% |
$15.8K - $22.7K
|
4.86K
$544K
|