Purchases and Sales Made in Q3 2018 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 Q3 2018. 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-170- 2.23% |
$10.1K - $10.7K
|
7.47K
$836K
|
|
Nov 13, 2018
Q3 2018
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-176- 0.18% |
$10.4K - $11.1K
|
95.3K
$10.7M
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-195Closed |
$11.5K - $12.3K
|
0
$0
|
|
Oct 18, 2018
Q3 2018
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241Closed |
$14.3K - $15.2K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-250- 5.03% |
$14.8K - $15.8K
|
4.72K
$528K
|
|
Oct 22, 2018
Q3 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-252- 5.78% |
$14.9K - $15.9K
|
4.11K
$460K
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-264- 5.54% |
$15.6K - $16.6K
|
4.5K
$504K
|
|
Oct 11, 2018
Q3 2018
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-305- 38.9% |
$18.1K - $19.2K
|
479
$53.6K
|
|
Oct 17, 2018
Q3 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-308- 0.45% |
$18.2K - $19.4K
|
68.3K
$7.65M
|
|
Nov 09, 2018
Q3 2018
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-347Closed |
$20.6K - $21.9K
|
0
$0
|
|
Jan 29, 2020
Q3 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-415- 2.39% |
$24.6K - $26.2K
|
16.9K
$1.89M
|
|
Oct 26, 2018
Q3 2018
|
Good Life Advisors, LLC
|
SELL
|
- |
-482- 5.66% |
$28.5K - $30.4K
|
8.04K
$900K
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-528Closed |
$31.3K - $33.3K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-593Closed |
$35.1K - $37.4K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Camelot Portfolios, LLC
|
SELL
|
- |
-642- 1.24% |
$38K - $40.5K
|
51K
$5.71M
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-689- 10.72% |
$40.8K - $43.4K
|
5.74K
$642K
|
|
Nov 13, 2018
Q3 2018
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-742- 7.76% |
$43.9K - $46.8K
|
8.83K
$988K
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-796Closed |
$47.1K - $50.2K
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-933- 17.19% |
$55.3K - $58.8K
|
4.49K
$503K
|
|
Oct 26, 2018
Q3 2018
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.04K- 12.34% |
$61.3K - $65.2K
|
7.35K
$823K
|
|
Mar 24, 2023
Q3 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.05K- 11.2% |
$62.4K - $66.4K
|
8.36K
$936K
|
|
Nov 15, 2018
Q3 2018
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.4K- 4.39% |
$82.9K - $88.3K
|
30.5K
$3.41M
|
|
Oct 29, 2018
Q3 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 47.33% |
$88.8K - $94.6K
|
1.67K
$187K
|
|
Oct 25, 2018
Q3 2018
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 7.3% |
$92.2K - $98.2K
|
19.8K
$2.21M
|
|
Nov 09, 2018
Q3 2018
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 2.91% |
$96.4K - $103K
|
54.3K
$6.08M
|
|
Nov 15, 2018
Q3 2018
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.7K- 6.25% |
$101K - $107K
|
25.5K
$2.85M
|
|
Nov 13, 2018
Q3 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.74K- 34.32% |
$103K - $109K
|
3.32K
$372K
|
|
Nov 02, 2018
Q3 2018
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.86K- 11.32% |
$110K - $117K
|
14.6K
$1.63M
|
|
Nov 05, 2018
Q3 2018
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.9K- 17.84% |
$112K - $120K
|
8.74K
$979K
|
|
Nov 14, 2018
Q3 2018
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.95K- 3.05% |
$115K - $123K
|
61.9K
$6.93M
|
|
Nov 09, 2018
Q3 2018
|
Bison Wealth, LLC
|
SELL
|
- |
-1.99K- 12.9% |
$118K - $126K
|
13.5K
$1.51M
|
|
Nov 05, 2018
Q3 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.05K- 24.48% |
$122K - $129K
|
6.33K
$709K
|
|
Nov 09, 2018
Q3 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.64K- 15.92% |
$156K - $166K
|
13.9K
$1.56M
|
|
Nov 09, 2018
Q3 2018
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.11K- 11.12% |
$184K - $196K
|
24.9K
$2.78M
|
|
Oct 30, 2018
Q3 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.2K- 2.19% |
$190K - $202K
|
143K
$16M
|
|
Nov 14, 2018
Q3 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.23K- 24.77% |
$192K - $204K
|
9.82K
$1.1M
|
|
Oct 25, 2018
Q3 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.3K- 10.85% |
$195K - $208K
|
27.1K
$3.03M
|
|
Nov 13, 2018
Q3 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.54K- 7.26% |
$209K - $223K
|
45.2K
$5.06M
|
|
Jan 08, 2024
Q3 2018
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.73K- 10.54% |
$221K - $235K
|
31.7K
$3.55M
|
|
Nov 06, 2018
Q3 2018
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.33K- 1.61% |
$257K - $273K
|
266K
$29.7M
|
|
Oct 25, 2018
Q3 2018
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.8K- 39.56% |
$344K - $366K
|
8.87K
$993K
|
|
Nov 02, 2018
Q3 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.11K- 20.73% |
$362K - $385K
|
23.4K
$2.61M
|
|
Nov 14, 2018
Q3 2018
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.55K- 53.66% |
$447K - $476K
|
6.52K
$730K
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.67KClosed |
$454K - $484K
|
0
$0
|
|
Oct 03, 2018
Q3 2018
|
Stone X Group Inc.
|
SELL
|
- |
-11.3K- 76.77% |
$669K - $713K
|
3.42K
$383K
|
|
Nov 13, 2018
Q3 2018
|
Banco Santander, S.A.
|
SELL
|
- |
-15.8K- 6.36% |
$936K - $996K
|
233K
$26M
|
|
Oct 10, 2018
Q3 2018
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.9K- 48.63% |
$1.36M - $1.44M
|
24.2K
$2.71M
|
|
Nov 07, 2018
Q3 2018
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.2K- 6.41% |
$1.44M - $1.53M
|
354K
$39.6M
|
|
Nov 14, 2018
Q3 2018
|
Ubs Group Ag
|
SELL
|
- |
-26K- 2.38% |
$1.54M - $1.64M
|
1.07M
$120M
|
|
Nov 21, 2018
Q3 2018
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-29.8K- 55.12% |
$1.77M - $1.88M
|
24.3K
$2.72M
|