Purchases and Sales Made in Q2 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
285KNew |
$23.1M - $24.5M
|
285K
$30.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.3KNew |
$8.04M - $8.55M
|
99.3K
$10.7M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
64.6K+ 297.96% |
$5.24M - $5.56M
|
86.3K
$9.33M
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
64.6K+ 297.96% |
$5.24M - $5.56M
|
86.3K
$9.33M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 4.59% |
$3.04M - $3.23M
|
855K
$92.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
36.8K+ 204.43% |
$2.98M - $3.17M
|
54.8K
$5.92M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
15K+ 18.32% |
$1.21M - $1.29M
|
96.8K
$10.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15KNew |
$1.21M - $1.29M
|
15K
$1.62M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 3.01% |
$1.01M - $1.07M
|
426K
$46M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 23.32% |
$899K - $955K
|
58.7K
$6.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.5K+ 8.8% |
$770K - $818K
|
117K
$12.7M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.97K+ 47.24% |
$727K - $773K
|
28K
$3.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.76K+ 141.72% |
$467K - $496K
|
9.83K
$1.06M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.4K+ 8.41% |
$438K - $465K
|
69.6K
$7.52M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.3KNew |
$429K - $456K
|
5.3K
$573K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.12K+ 3.01% |
$415K - $441K
|
175K
$18.9M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.44K+ 12.62% |
$360K - $382K
|
39.6K
$4.28M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.14KNew |
$335K - $356K
|
4.14K
$447K
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.1KNew |
$332K - $353K
|
4.1K
$443K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.79K+ 5.19% |
$307K - $326K
|
76.8K
$8.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.71K+ 102.46% |
$300K - $319K
|
7.32K
$791K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.38K+ 35.89% |
$274K - $291K
|
12.8K
$1.38M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.58K+ 13.95% |
$209K - $222K
|
21.1K
$2.28M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
2.48K+ 0.68% |
$201K - $214K
|
368K
$39.8M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
2.33KNew |
$189K - $201K
|
2.33K
$252K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.23K+ 88.75% |
$181K - $192K
|
4.75K
$513K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2K+ 7.67% |
$162K - $172K
|
28.1K
$3.04M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.78K+ 3.79% |
$144K - $153K
|
48.8K
$5.28M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.74K+ 2.86% |
$141K - $150K
|
62.7K
$6.78M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.31K+ 15.98% |
$106K - $113K
|
9.54K
$1.03M
|
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 7.88% |
$106K - $112K
|
17.9K
$1.93M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 1.7% |
$83.4K - $88.6K
|
61.7K
$6.67M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
939+ 21.43% |
$76.1K - $80.8K
|
5.32K
$575K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
854+ 8.07% |
$69.2K - $73.5K
|
11.4K
$1.24M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
742+ 37.72% |
$60.1K - $63.9K
|
2.71K
$293K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
561+ 0.29% |
$45.5K - $48.3K
|
194K
$21M
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
BUY
|
- |
542+ 2.05% |
$43.9K - $46.7K
|
27K
$2.92M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
540+ 11.92% |
$43.8K - $46.5K
|
5.07K
$548K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
392New |
$31.8K - $33.7K
|
392
$42.4K
|
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
312+ 5.41% |
$25.3K - $26.9K
|
6.08K
$657K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
282+ 10.7% |
$22.9K - $24.3K
|
2.92K
$315K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
260New |
$21.1K - $22.4K
|
260
$28.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 3.55% |
$18.8K - $20K
|
6.77K
$731K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
196+ 0.09% |
$15.9K - $16.9K
|
231K
$24.9M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
186+ 6.93% |
$15.1K - $16K
|
2.87K
$310K
|
|
|
Aug 13, 2021
Q2 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
155+ 3.64% |
$12.6K - $13.3K
|
4.41K
$476K
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$8.1K - $8.61K
|
100
$10.8K
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
91+ 1.05% |
$7.37K - $7.83K
|
8.78K
$949K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
89New |
$7.21K - $7.66K
|
89
$9.62K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64New |
$5.19K - $5.51K
|
64
$6.92K
|