Purchases and Sales Made in Q2 2022 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 2022. 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 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43+ 2.01% |
$3.2K - $3.85K
|
2.18K
$236K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
29+ 1.01% |
$2.16K - $2.59K
|
2.89K
$313K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
14+ 0.11% |
$1.04K - $1.25K
|
12.6K
$1.37M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.25% |
$521 - $626
|
2.82K
$305K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.16% |
$521 - $626
|
4.28K
$463K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.3% |
$446 - $537
|
1.98K
$214K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.05% |
$372 - $447
|
10.6K
$1.15M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.05% |
$372 - $447
|
11K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.15% |
$298 - $358
|
2.73K
$296K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.14% |
$298 - $358
|
2.91K
$315K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.04% |
$149 - $179
|
4.63K
$502K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2+ 0.06% |
$149 - $179
|
3.2K
$347K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.03% |
$149 - $179
|
7.39K
$801K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.27% |
$74.4 - $89.5
|
377
$40.8K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-8- 0.16% |
$595 - $716
|
4.96K
$537K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9- 0.28% |
$669 - $805
|
3.17K
$343K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10- 0.11% |
$744 - $895
|
9.4K
$1.02M
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 25.35% |
$1.34K - $1.61K
|
53
$5.74K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 0.56% |
$1.86K - $2.24K
|
4.44K
$481K
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-47- 1.69% |
$3.5K - $4.21K
|
2.73K
$296K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-48- 1.37% |
$3.57K - $4.29K
|
3.46K
$375K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-61- 0.67% |
$4.54K - $5.46K
|
9.06K
$981K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-91- 2.59% |
$6.77K - $8.14K
|
3.42K
$370K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-94- 1.02% |
$6.99K - $8.41K
|
9.13K
$989K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-99Closed |
$7.36K - $8.86K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-100Closed |
$7.44K - $8.95K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-106- 1.09% |
$7.88K - $9.48K
|
9.64K
$1.04M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-127- 0.57% |
$9.45K - $11.4K
|
22K
$2.39M
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-131- 0.73% |
$9.74K - $11.7K
|
17.9K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-138- 1.05% |
$10.3K - $12.3K
|
13K
$1.41M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-207- 0.41% |
$15.4K - $18.5K
|
50.3K
$5.44M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-224- 2.9% |
$16.7K - $20K
|
7.5K
$813K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-241- 3.86% |
$17.9K - $21.6K
|
6.01K
$651K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-245- 5.44% |
$18.2K - $21.9K
|
4.26K
$461K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-247- 4.92% |
$18.4K - $22.1K
|
4.77K
$517K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-255- 1.3% |
$19K - $22.8K
|
19.4K
$2.1M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-306- 19.43% |
$22.8K - $27.4K
|
1.27K
$137K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-307- 7.0% |
$22.8K - $27.5K
|
4.08K
$442K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-308- 2.3% |
$22.9K - $27.6K
|
13.1K
$1.42M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-352- 3.24% |
$26.2K - $31.5K
|
10.5K
$1.14M
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-378- 1.94% |
$28.1K - $33.8K
|
19.2K
$2.08M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-378- 0.77% |
$28.1K - $33.8K
|
48.9K
$5.29M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-380- 1.34% |
$28.3K - $34K
|
27.9K
$3.02M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-415- 3.76% |
$30.9K - $37.1K
|
10.6K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-495- 6.48% |
$36.8K - $44.3K
|
7.14K
$774K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-542- 4.1% |
$40.3K - $48.5K
|
12.7K
$1.37M
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-582- 13.46% |
$43.3K - $52.1K
|
3.74K
$405K
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-589- 7.75% |
$43.8K - $52.7K
|
7.01K
$759K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-649- 4.69% |
$48.3K - $58.1K
|
13.2K
$1.43M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-681- 14.47% |
$50.7K - $60.9K
|
4.03K
$436K
|