Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36+ 0.27% |
$2.6K - $3.08K
|
13.1K
$1.44M
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
30+ 0.98% |
$2.17K - $2.56K
|
3.1K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.18% |
$1.01K - $1.2K
|
7.81K
$856K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.18% |
$1.01K - $1.2K
|
7.78K
$853K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.26% |
$794 - $940
|
4.29K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.46% |
$650 - $769
|
1.98K
$218K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.08% |
$650 - $769
|
10.6K
$1.16M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.24% |
$506 - $598
|
2.92K
$320K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.13% |
$361 - $427
|
3.75K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4+ 0.12% |
$289 - $342
|
3.21K
$351K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.04% |
$144 - $171
|
4.64K
$508K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.03% |
$144 - $171
|
7.39K
$810K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.53% |
$144 - $171
|
379
$41.5K
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2+ 0.07% |
$144 - $171
|
3K
$329K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.93% |
$72.2 - $85.5
|
108
$11.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.45% |
$72.2 - $85.5
|
223
$24.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.31% |
$289 - $342
|
1.28K
$140K
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-10- 0.1% |
$722 - $855
|
10.5K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
SELL
|
- |
-12- 0.25% |
$867 - $1.03K
|
4.76K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-14- 0.32% |
$1.01K - $1.2K
|
4.42K
$485K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-30- 0.61% |
$2.17K - $2.56K
|
4.93K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-38- 0.54% |
$2.74K - $3.25K
|
6.97K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-50- 1.17% |
$3.61K - $4.27K
|
4.22K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-62- 41.33% |
$4.48K - $5.3K
|
88
$9.65K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-82- 1.81% |
$5.92K - $7.01K
|
4.45K
$488K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-84- 6.37% |
$6.07K - $7.18K
|
1.23K
$135K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-145- 24.25% |
$10.5K - $12.4K
|
453
$49.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-151- 3.75% |
$10.9K - $12.9K
|
3.87K
$425K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-186- 1.52% |
$13.4K - $15.9K
|
12.1K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 1.79% |
$14.2K - $16.8K
|
10.8K
$1.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-207- 3.98% |
$14.9K - $17.7K
|
4.99K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-215- 2.36% |
$15.5K - $18.4K
|
8.91K
$977K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-261- 4.51% |
$18.8K - $22.3K
|
5.52K
$605K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-300- 1.57% |
$21.7K - $25.6K
|
18.9K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-352- 3.96% |
$25.4K - $30.1K
|
8.54K
$936K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-361- 3.05% |
$26.1K - $30.9K
|
11.5K
$1.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-384- 11.11% |
$27.7K - $32.8K
|
3.07K
$337K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-411- 4.54% |
$29.7K - $35.1K
|
8.65K
$948K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-519- 2.51% |
$37.5K - $44.4K
|
20.1K
$2.21M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-521- 2.93% |
$37.6K - $44.5K
|
17.3K
$1.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-522- 6.96% |
$37.7K - $44.6K
|
6.98K
$765K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-523- 3.3% |
$37.8K - $44.7K
|
15.3K
$1.68M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-600- 4.57% |
$43.3K - $51.3K
|
12.5K
$1.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-625- 6.91% |
$45.1K - $53.4K
|
8.43K
$924K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-635- 2.88% |
$45.9K - $54.3K
|
21.4K
$2.35M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-648- 3.62% |
$46.8K - $55.4K
|
17.3K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-682- 0.9% |
$49.3K - $58.3K
|
75.2K
$8.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-741- 5.72% |
$53.5K - $63.3K
|
12.2K
$1.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-798- 25.18% |
$57.6K - $68.2K
|
2.37K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-805- 1.0% |
$58.1K - $68.8K
|
79.5K
$8.71M
|