Purchases and Sales Made in Q3 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.29MNew |
$108M - $117M
|
1.29M
$141M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.9KNew |
$5.51M - $5.94M
|
65.9K
$7.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9K+ 323.66% |
$3M - $3.24M
|
47K
$5.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.69K+ 11.78% |
$810K - $873K
|
92K
$9.99M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
8.86KNew |
$741K - $799K
|
8.86K
$963K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.41K+ 1.97% |
$703K - $757K
|
434K
$47.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.2KNew |
$602K - $649K
|
7.2K
$783K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.4K+ 2.01% |
$536K - $577K
|
325K
$35.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
5.27K+ 1.43% |
$441K - $475K
|
374K
$40.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.88KNew |
$408K - $439K
|
4.88K
$530K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.85K+ 5.01% |
$406K - $437K
|
102K
$11M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
4.8K+ 2.08% |
$401K - $432K
|
236K
$25.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.69K+ 2.65% |
$393K - $423K
|
182K
$19.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$357K - $385K
|
4.27K
$464K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.9K+ 30.76% |
$242K - $261K
|
12.3K
$1.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.86K+ 1.63% |
$239K - $257K
|
178K
$19.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.77KNew |
$232K - $250K
|
2.77K
$301K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.52KNew |
$211K - $227K
|
2.52K
$274K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.5KNew |
$209K - $225K
|
2.5K
$272K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48K+ 3.23% |
$208K - $224K
|
79.3K
$8.62M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.47K+ 46.48% |
$207K - $223K
|
7.79K
$847K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.42K+ 47.65% |
$202K - $218K
|
7.49K
$814K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.39K+ 30.25% |
$200K - $216K
|
10.3K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.01K+ 37.86% |
$168K - $181K
|
7.3K
$794K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.92KNew |
$161K - $173K
|
1.92K
$209K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
1.7K+ 6.3% |
$142K - $153K
|
28.7K
$3.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.29K+ 27.09% |
$108K - $116K
|
6.03K
$656K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 43.34% |
$98.2K - $106K
|
3.88K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.17K+ 3.84% |
$97.7K - $105K
|
31.6K
$3.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 9.63% |
$96.2K - $104K
|
13.1K
$1.42M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.11KNew |
$92.8K - $99.9K
|
1.11K
$121K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$84.3K - $90.8K
|
1.01K
$110K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
943+ 15.5% |
$78.9K - $85K
|
7.03K
$764K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
674+ 0.48% |
$56.4K - $60.7K
|
143K
$15.5M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
575+ 6.96% |
$48.1K - $51.8K
|
8.84K
$960K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
510+ 1.04% |
$42.7K - $46K
|
49.3K
$5.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
365+ 3.84% |
$30.5K - $32.9K
|
9.86K
$1.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
288+ 0.47% |
$24.1K - $26K
|
61.4K
$6.67M
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
282New |
$23.6K - $25.4K
|
282
$30.6K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
215New |
$18K - $19.4K
|
215
$23.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
215New |
$18K - $19.4K
|
215
$23.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
181+ 2.78% |
$15.1K - $16.3K
|
6.69K
$727K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
175+ 2.76% |
$14.6K - $15.8K
|
6.52K
$709K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
107New |
$8.95K - $9.64K
|
107
$11.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
68New |
$5.69K - $6.13K
|
68
$7.39K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 3.62% |
$4.43K - $4.78K
|
1.52K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
23+ 25.84% |
$1.92K - $2.07K
|
112
$12.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.02% |
$920 - $991
|
58.7K
$6.38M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.12% |
$753 - $811
|
7.68K
$835K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.24% |
$502 - $541
|
2.56K
$278K
|