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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 36.36% |
$3.24K - $3.44K
|
150
$16.2K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$1.22K - $1.29K
|
15
$1.62K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.07% |
$486 - $517
|
8.69K
$939K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.07% |
$405 - $430
|
7.67K
$829K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4+ 0.04% |
$324 - $344
|
9.5K
$1.03M
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.16% |
$324 - $344
|
2.55K
$276K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.08% |
$324 - $344
|
5.19K
$561K
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$243 - $258
|
2.72K
$294K
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$162 - $172
|
2.44K
$263K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.03% |
$162 - $172
|
6.38K
$689K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$81 - $86.1
|
4.69K
$506K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-5- 0.04% |
$405 - $430
|
12.7K
$1.37M
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-23- 0.53% |
$1.86K - $1.98K
|
4.31K
$466K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.27% |
$2.43K - $2.58K
|
11K
$1.18M
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-47- 0.44% |
$3.81K - $4.05K
|
10.6K
$1.14M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-54- 1.22% |
$4.38K - $4.65K
|
4.36K
$472K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 0.5% |
$4.86K - $5.17K
|
11.9K
$1.29M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-77- 0.52% |
$6.24K - $6.63K
|
14.8K
$1.6M
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-82- 1.51% |
$6.64K - $7.06K
|
5.36K
$579K
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-82- 0.95% |
$6.64K - $7.06K
|
8.52K
$921K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-89- 3.2% |
$7.21K - $7.66K
|
2.69K
$291K
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-99- 2.84% |
$8.02K - $8.52K
|
3.39K
$366K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-115- 7.29% |
$9.32K - $9.9K
|
1.46K
$158K
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-116- 3.93% |
$9.4K - $9.99K
|
2.83K
$306K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 4.19% |
$12.2K - $12.9K
|
3.43K
$371K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-189- 0.62% |
$15.3K - $16.3K
|
30.4K
$3.28M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-235- 2.77% |
$19K - $20.2K
|
8.26K
$893K
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-250- 3.87% |
$20.3K - $21.5K
|
6.22K
$672K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-253- 8.66% |
$20.5K - $21.8K
|
2.67K
$288K
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-257- 3.45% |
$20.8K - $22.1K
|
7.2K
$778K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-275- 4.35% |
$22.3K - $23.7K
|
6.05K
$654K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-332- 1.37% |
$26.9K - $28.6K
|
23.9K
$2.58M
|
|
Jul 27, 2021
Q2 2021
|
Eukles Asset Management
|
SELL
|
- |
-367- 4.18% |
$29.7K - $31.6K
|
8.42K
$910K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-402- 5.82% |
$32.6K - $34.6K
|
6.51K
$704K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-406Closed |
$32.9K - $35K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-450- 3.58% |
$36.5K - $38.7K
|
12.1K
$1.31M
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-474- 9.82% |
$38.4K - $40.8K
|
4.35K
$470K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-479- 5.71% |
$38.8K - $41.2K
|
7.91K
$855K
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-495- 1.56% |
$40.1K - $42.6K
|
31.2K
$3.37M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-500Closed |
$40.5K - $43K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-545- 3.29% |
$44.2K - $46.9K
|
16K
$1.73M
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-600- 17.07% |
$48.6K - $51.7K
|
2.92K
$315K
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-909- 0.64% |
$73.7K - $78.3K
|
142K
$15.3M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-975- 2.43% |
$79K - $83.9K
|
39.2K
$4.24M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 7.13% |
$84.8K - $90.1K
|
13.6K
$1.47M
|
|
Jul 01, 2021
Q2 2021
|
Park National Corp
|
SELL
|
- |
-1.13K- 3.51% |
$91.5K - $97.2K
|
31K
$3.35M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 2.45% |
$124K - $132K
|
61.1K
$6.6M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.56KClosed |
$126K - $134K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.11K- 8.54% |
$171K - $182K
|
22.6K
$2.44M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.35K- 30.63% |
$190K - $202K
|
5.32K
$575K
|