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 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 3.23% |
$8.39K - $10.2K
|
2.97K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
82+ 2.17% |
$7.39K - $9.02K
|
3.87K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70New |
$6.31K - $7.7K
|
70
$8.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 1.09% |
$5.59K - $6.82K
|
5.74K
$668K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
37+ 0.21% |
$3.34K - $4.07K
|
17.8K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21+ 0.24% |
$1.89K - $2.31K
|
8.68K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$1.71K - $2.09K
|
19
$2.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.31% |
$1.44K - $1.76K
|
5.12K
$596K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.35K - $1.65K
|
6.65K
$774K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.18% |
$1.17K - $1.43K
|
7.24K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.24% |
$902 - $1.1K
|
4.12K
$479K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9+ 0.28% |
$812 - $990
|
3.26K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.23% |
$631 - $770
|
3.03K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.15% |
$361 - $440
|
2.74K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4+ 0.1% |
$361 - $440
|
4.04K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$361 - $440
|
3.46K
$402K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.18% |
$361 - $440
|
2.29K
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.64K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.78K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$180 - $220
|
7.83K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$180 - $220
|
4.25K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$180 - $220
|
4.3K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.04% |
$180 - $220
|
5.11K
$595K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$90.2 - $110
|
461
$53.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$90.2 - $110
|
275
$32K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$90.2 - $110
|
2.96K
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.07% |
$361 - $440
|
5.9K
$687K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11- 0.21% |
$992 - $1.21K
|
5.27K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 0.42% |
$1.44K - $1.76K
|
3.78K
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 0.49% |
$1.53K - $1.87K
|
3.48K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-22- 0.62% |
$1.98K - $2.42K
|
3.55K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-23- 14.56% |
$2.07K - $2.53K
|
135
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46- 1.17% |
$4.15K - $5.06K
|
3.9K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-50- 1.48% |
$4.51K - $5.5K
|
3.32K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-56- 0.25% |
$5.05K - $6.16K
|
22.1K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-56- 2.23% |
$5.05K - $6.16K
|
2.45K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-59- 0.27% |
$5.32K - $6.49K
|
21.7K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 10.91% |
$5.41K - $6.6K
|
490
$57K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62- 1.26% |
$5.59K - $6.82K
|
4.85K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-63- 0.57% |
$5.68K - $6.93K
|
11.1K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 2.69% |
$5.86K - $7.15K
|
2.35K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-65- 3.11% |
$5.86K - $7.15K
|
2.02K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-67- 2.03% |
$6.04K - $7.37K
|
3.23K
$376K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-70- 0.73% |
$6.31K - $7.7K
|
9.46K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-71- 0.55% |
$6.4K - $7.81K
|
12.8K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-72- 1.23% |
$6.49K - $7.92K
|
5.77K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-73- 2.73% |
$6.58K - $8.03K
|
2.6K
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-85- 1.95% |
$7.66K - $9.35K
|
4.28K
$497K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 4.16% |
$8.75K - $10.7K
|
2.24K
$260K
|