Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.03% |
$375 - $395
|
13.1K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.04% |
$375 - $395
|
10.2K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$281 - $297
|
2.77K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$281 - $297
|
4.24K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.09% |
$281 - $297
|
3.25K
$352K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.01% |
$187 - $198
|
15.5K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.04% |
$187 - $198
|
5.29K
$575K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$93.7 - $98.9
|
2.6K
$282K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$93.7 - $98.9
|
455
$49.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2- 0.06% |
$187 - $198
|
3.55K
$385K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5- -0.0% |
$468 - $494
|
165K
$17.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-10- 0.08% |
$937 - $989
|
12.2K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-15- 0.29% |
$1.41K - $1.48K
|
5.08K
$551K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.15% |
$1.87K - $1.98K
|
13.8K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-21- 0.6% |
$1.97K - $2.08K
|
3.5K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-22- 1.0% |
$2.06K - $2.17K
|
2.18K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 15.29% |
$2.25K - $2.37K
|
133
$14.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24- 0.44% |
$2.25K - $2.37K
|
5.47K
$593K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 3.31% |
$3.65K - $3.86K
|
1.14K
$124K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 1.18% |
$4.31K - $4.55K
|
3.84K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 0.5% |
$4.87K - $5.14K
|
10.3K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 1.21% |
$4.97K - $5.24K
|
4.34K
$471K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-59- 2.69% |
$5.53K - $5.83K
|
2.13K
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-72- 1.88% |
$6.75K - $7.12K
|
3.75K
$407K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-74- 1.97% |
$6.93K - $7.31K
|
3.69K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-82- 2.16% |
$7.68K - $8.11K
|
3.71K
$403K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85- 2.8% |
$7.96K - $8.4K
|
2.95K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-101- 0.07% |
$9.46K - $9.98K
|
145K
$15.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-102- 14.07% |
$9.56K - $10.1K
|
623
$67.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-104- 3.47% |
$9.74K - $10.3K
|
2.9K
$314K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 4.08% |
$9.84K - $10.4K
|
2.47K
$268K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-116- 0.17% |
$10.9K - $11.5K
|
66.9K
$7.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119- 1.05% |
$11.1K - $11.8K
|
11.3K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149- 1.14% |
$14K - $14.7K
|
12.9K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-153- 0.55% |
$14.3K - $15.1K
|
27.4K
$2.98M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-157- 0.54% |
$14.7K - $15.5K
|
28.7K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-157- 4.52% |
$14.7K - $15.5K
|
3.31K
$360K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-172- 1.34% |
$16.1K - $17K
|
12.6K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 5.45% |
$17K - $17.9K
|
3.14K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-200- 4.65% |
$18.7K - $19.8K
|
4.1K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-208- 13.38% |
$19.5K - $20.6K
|
1.35K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-216- 2.34% |
$20.2K - $21.4K
|
9.01K
$978K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-221- 5.46% |
$20.7K - $21.8K
|
3.82K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-232- 3.19% |
$21.7K - $22.9K
|
7.05K
$766K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-281- 1.77% |
$26.3K - $27.8K
|
15.6K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 4.09% |
$28.1K - $29.7K
|
7.03K
$764K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-348- 5.84% |
$32.6K - $34.4K
|
5.62K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-358- 5.87% |
$33.5K - $35.4K
|
5.74K
$623K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-388- 4.54% |
$36.4K - $38.4K
|
8.16K
$886K
|