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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 3.94% |
$9.02K - $11K
|
2.44K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 0.67% |
$9.74K - $11.9K
|
15.9K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-128- 4.07% |
$11.5K - $14.1K
|
3.01K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-141- 9.78% |
$12.7K - $15.5K
|
1.3K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 1.48% |
$13.5K - $16.5K
|
9.97K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-174- 4.16% |
$15.7K - $19.1K
|
4.01K
$466K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-180- 1.97% |
$16.2K - $19.8K
|
8.96K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-188- 7.06% |
$17K - $20.7K
|
2.48K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-224- 1.22% |
$20.2K - $24.6K
|
18.1K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-226- 3.52% |
$20.4K - $24.9K
|
6.19K
$720K
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-250- 8.06% |
$22.5K - $27.5K
|
2.85K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-254- 40.32% |
$22.9K - $27.9K
|
376
$43.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-297- 54.7% |
$26.8K - $32.7K
|
246
$28.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-298- 2.97% |
$26.9K - $32.8K
|
9.75K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-306- 3.02% |
$27.6K - $33.6K
|
9.84K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-337- 9.93% |
$30.4K - $37.1K
|
3.06K
$356K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-341- 0.61% |
$30.7K - $37.5K
|
55.8K
$6.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-386- 9.99% |
$34.8K - $42.4K
|
3.48K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-413- 2.83% |
$37.2K - $45.4K
|
14.2K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-486- 3.56% |
$43.8K - $53.4K
|
13.2K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-495- 2.17% |
$44.6K - $54.4K
|
22.3K
$2.6M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 1.88% |
$45.1K - $55K
|
26.1K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-538- 5.83% |
$48.5K - $59.2K
|
8.69K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-544- 4.48% |
$49.1K - $59.8K
|
11.6K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-625- 11.52% |
$56.4K - $68.7K
|
4.8K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-672- 1.06% |
$60.6K - $73.9K
|
62.8K
$7.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-764- 1.34% |
$68.9K - $84K
|
56K
$6.52M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-870- 18.92% |
$78.4K - $95.7K
|
3.73K
$434K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-870- 7.28% |
$78.4K - $95.7K
|
11.1K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.03K- 2.07% |
$92.7K - $113K
|
48.6K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 21.89% |
$116K - $141K
|
4.57K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 5.13% |
$116K - $142K
|
23.8K
$2.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 58.61% |
$139K - $170K
|
1.09K
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.22K- 3.23% |
$200K - $244K
|
66.6K
$7.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.53K- 3.33% |
$228K - $278K
|
73.6K
$8.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.9K- 22.71% |
$261K - $319K
|
9.86K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-3.22K- 21.08% |
$291K - $354K
|
12.1K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 3.47% |
$335K - $408K
|
103K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.05K- 70.33% |
$365K - $445K
|
1.71K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.08K- 88.98% |
$368K - $448K
|
505
$58.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.48K- 25.12% |
$404K - $492K
|
13.3K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.54K- 54.27% |
$410K - $499K
|
3.83K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.01K- 3.48% |
$452K - $551K
|
139K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.18K- 66.23% |
$467K - $570K
|
2.64K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.3K- 40.59% |
$933K - $1.14M
|
15.1K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16.4K- 50.8% |
$1.48M - $1.8M
|
15.9K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.3K- 5.85% |
$1.56M - $1.91M
|
279K
$32.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 8.21% |
$1.59M - $1.94M
|
197K
$22.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.2K- 1.62% |
$1.73M - $2.11M
|
1.16M
$135M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-21.8K- 42.96% |
$1.96M - $2.39M
|
28.9K
$3.36M
|