Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
14.6KNew |
$1.32M - $1.61M
|
14.6K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.26K+ 1.41% |
$655K - $798K
|
523K
$58.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.72K+ 5.84% |
$336K - $409K
|
67.5K
$7.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.86K+ 1.76% |
$258K - $314K
|
165K
$18.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.08K+ 7.18% |
$187K - $228K
|
31K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
454+ 0.55% |
$40.9K - $49.9K
|
83K
$9.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
300+ 15.11% |
$27.1K - $33K
|
2.29K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
129New |
$11.6K - $14.2K
|
129
$14.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 3.23% |
$8.39K - $10.2K
|
2.97K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 1.09% |
$5.59K - $6.82K
|
5.74K
$644K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21+ 0.24% |
$1.89K - $2.31K
|
8.68K
$973K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$1.71K - $2.09K
|
19
$2.13K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.35K - $1.65K
|
6.65K
$745K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4+ 0.1% |
$361 - $440
|
4.04K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.78K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.64K
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$90.2 - $110
|
461
$51.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$90.2 - $110
|
275
$30.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-22- 0.62% |
$1.98K - $2.42K
|
3.55K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-56- 0.25% |
$5.05K - $6.16K
|
22.1K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-59- 0.27% |
$5.32K - $6.49K
|
21.7K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 10.91% |
$5.41K - $6.6K
|
490
$54.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-63- 0.57% |
$5.68K - $6.93K
|
11.1K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 2.69% |
$5.86K - $7.15K
|
2.35K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-67- 2.03% |
$6.04K - $7.37K
|
3.23K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-85- 1.95% |
$7.66K - $9.35K
|
4.28K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 4.16% |
$8.75K - $10.7K
|
2.24K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 0.67% |
$9.74K - $11.9K
|
15.9K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-174- 4.16% |
$15.7K - $19.1K
|
4.01K
$449K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-180- 1.97% |
$16.2K - $19.8K
|
8.96K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-297- 54.7% |
$26.8K - $32.7K
|
246
$27.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-386- 9.99% |
$34.8K - $42.4K
|
3.48K
$390K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-870- 18.92% |
$78.4K - $95.7K
|
3.73K
$418K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.9K- 22.71% |
$261K - $319K
|
9.86K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.05K- 70.33% |
$365K - $445K
|
1.71K
$191K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.01K- 3.48% |
$452K - $551K
|
139K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.18K- 66.23% |
$467K - $570K
|
2.64K
$296K
|