Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.4K+ 4.24% |
$4.94M - $5.37M
|
1.51M
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.7K+ 2107.04% |
$2.31M - $2.51M
|
30.1K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.5KNew |
$2.3M - $2.5M
|
28.5K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.9K+ 15.63% |
$2M - $2.18M
|
184K
$19.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.6K+ 17.6% |
$1.82M - $1.98M
|
151K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
21.2KNew |
$1.71M - $1.86M
|
21.2K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20K+ 352.51% |
$1.61M - $1.75M
|
25.7K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.1K+ 17.96% |
$1.37M - $1.49M
|
112K
$11.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.7K+ 35.73% |
$1.1M - $1.2M
|
52.1K
$5.49M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.5KNew |
$1.08M - $1.18M
|
13.5K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13K+ 368.42% |
$1.04M - $1.14M
|
16.5K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 3.14% |
$1.02M - $1.1M
|
415K
$43.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 57.76% |
$923K - $1M
|
31.3K
$3.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 2.47% |
$881K - $959K
|
455K
$48M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
9.13K+ 15.39% |
$734K - $799K
|
68.5K
$7.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.8K+ 5.89% |
$707K - $770K
|
158K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.94K+ 13.43% |
$639K - $695K
|
67.1K
$7.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.71K+ 12440.32% |
$620K - $675K
|
7.78K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.67K+ 5.89% |
$617K - $671K
|
138K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.46KNew |
$519K - $565K
|
6.46K
$681K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.29K+ 7.16% |
$506K - $550K
|
94.1K
$9.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.41K+ 73.86% |
$435K - $473K
|
12.7K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.97KNew |
$399K - $435K
|
4.97K
$524K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.9K+ 8.89% |
$394K - $428K
|
60K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.9K+ 266.23% |
$394K - $428K
|
6.74K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.51K+ 6.04% |
$363K - $395K
|
79.3K
$8.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
4.37KNew |
$351K - $382K
|
4.37K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.07K+ 14.59% |
$327K - $356K
|
32K
$3.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.02KNew |
$324K - $352K
|
4.02K
$424K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.87K+ 2.08% |
$312K - $339K
|
191K
$20.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.67K+ 91.68% |
$295K - $321K
|
7.67K
$808K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 28.94% |
$291K - $317K
|
16.1K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$247K - $269K
|
3.07K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3K+ 2.32% |
$241K - $262K
|
132K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.68KNew |
$216K - $235K
|
2.68K
$283K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.66K+ 5.09% |
$214K - $232K
|
54.8K
$5.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.57KNew |
$207K - $225K
|
2.57K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.48KNew |
$199K - $217K
|
2.48K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.9K+ 11.92% |
$153K - $167K
|
17.9K
$1.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.42K+ 20.99% |
$114K - $124K
|
8.19K
$864K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
838+ 8.47% |
$67.4K - $73.3K
|
10.7K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
798+ 25.26% |
$64.2K - $69.8K
|
3.96K
$417K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
785+ 11.23% |
$63.1K - $68.7K
|
7.78K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
663+ 0.38% |
$53.3K - $58K
|
177K
$18.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
556+ 59.66% |
$44.7K - $48.7K
|
1.49K
$157K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 24.27% |
$24.1K - $26.3K
|
1.54K
$162K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
284+ 29.07% |
$22.8K - $24.9K
|
1.26K
$133K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
190+ 5.56% |
$15.3K - $16.6K
|
3.61K
$380K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181+ 1.04% |
$14.6K - $15.8K
|
17.6K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
170+ 1.86% |
$13.7K - $14.9K
|
9.33K
$984K
|