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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-434- 8.31% |
$40.7K - $42.9K
|
4.79K
$520K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-519- 5.06% |
$48.6K - $51.3K
|
9.73K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-521- 6.38% |
$48.8K - $51.5K
|
7.65K
$830K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-538- 3.53% |
$50.4K - $53.2K
|
14.7K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-545- 4.95% |
$51.1K - $53.9K
|
10.5K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-548- 2.52% |
$51.3K - $54.2K
|
21.2K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-593- 8.52% |
$55.6K - $58.6K
|
6.37K
$691K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-596- 9.95% |
$55.8K - $58.9K
|
5.39K
$585K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-617- 55.54% |
$57.8K - $61K
|
494
$53.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-634- 11.01% |
$59.4K - $62.7K
|
5.13K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-643- 23.36% |
$60.2K - $63.6K
|
2.11K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-794- 1.39% |
$74.4K - $78.5K
|
56.4K
$6.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-845- 10.45% |
$79.2K - $83.5K
|
7.24K
$786K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-858- 2.07% |
$80.4K - $84.8K
|
40.5K
$4.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-944- 11.35% |
$88.4K - $93.3K
|
7.37K
$801K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-976- 4.59% |
$91.4K - $96.5K
|
20.3K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.03K- 2.46% |
$96.6K - $102K
|
40.9K
$4.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.05K- 4.26% |
$98.3K - $104K
|
23.6K
$2.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.14K- 10.14% |
$107K - $113K
|
10.1K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 1.15% |
$107K - $113K
|
98.2K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.18K- 0.76% |
$111K - $117K
|
154K
$16.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.19K- 12.08% |
$111K - $117K
|
8.64K
$937K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 13.38% |
$123K - $129K
|
8.48K
$921K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.39K- 14.09% |
$130K - $138K
|
8.48K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.78K- 3.26% |
$166K - $175K
|
52.6K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.96K- 25.89% |
$184K - $194K
|
5.62K
$610K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.41K- 1.17% |
$226K - $239K
|
204K
$22.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-3.26K- 32.09% |
$305K - $322K
|
6.89K
$748K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.52K- 52.67% |
$330K - $348K
|
3.16K
$343K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.9K- 18.9% |
$365K - $385K
|
16.7K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.35K- 2.34% |
$407K - $430K
|
181K
$19.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-5.19K- 34.72% |
$486K - $513K
|
9.75K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.75K- 15.7% |
$538K - $568K
|
30.9K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.35K- 3.66% |
$688K - $726K
|
193K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.59K- 3.3% |
$805K - $849K
|
252K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10K- 5.4% |
$938K - $990K
|
175K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15.2KClosed |
$1.42M - $1.5M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.1K- 44.56% |
$1.51M - $1.59M
|
20.1K
$2.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.5K- 2.4% |
$1.83M - $1.93M
|
794K
$86.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.9K- 3.42% |
$3.37M - $3.55M
|
1.02M
$110M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.9K- 3.42% |
$3.37M - $3.55M
|
1.02M
$110M
|