Purchases and Sales Made in Q3 2023 in First Tr Large Cap Core Alphde (FEX)

FEX Quotes by TradingView

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
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
166
+ 3.27%
$13.3K - $14.5K
5.25K $553K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
163
+ 3.58%
$13.1K - $14.3K
4.71K $497K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
157
+ 5.92%
$12.6K - $13.7K
2.81K $296K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
144
+ 1.41%
$11.6K - $12.6K
10.4K $1.09M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
141
New
$11.3K - $12.3K
141 $14.9K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
131
+ 2.69%
$10.5K - $11.5K
5K $527K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
108
+ 0.72%
$8.69K - $9.45K
15.1K $1.59M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
61
+ 0.25%
$4.91K - $5.34K
24.8K $2.61M
Nov 08, 2023 Q3 2023
Lvz, Inc.

BUY
 -
52
+ 0.43%
$4.18K - $4.55K
12K $1.27M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
28
+ 0.24%
$2.25K - $2.45K
11.6K $1.22M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
20
New
$1.61K - $1.75K
20 $2.11K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
16
+ 0.2%
$1.29K - $1.4K
7.84K $827K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
14
+ 0.2%
$1.13K - $1.23K
6.85K $722K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
13
+ 0.17%
$1.05K - $1.14K
7.5K $790K
Oct 18, 2023 Q3 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
12
+ 0.37%
$965 - $1.05K
3.29K $347K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
11
+ 0.23%
$885 - $963
4.7K $495K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
10
+ 0.34%
$804 - $875
2.96K $312K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7
+ 0.08%
$563 - $613
8.66K $913K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
6
+ 0.23%
$483 - $525
2.66K $280K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
5
+ 0.06%
$402 - $438
8.23K $868K
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
4
+ 0.15%
$322 - $350
2.76K $291K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
4
+ 0.13%
$322 - $350
2.98K $314K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4
+ 0.04%
$322 - $350
9.97K $1.05M
Nov 03, 2023 Q3 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
3
+ 0.1%
$241 - $263
2.89K $304K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
3
+ 0.07%
$241 - $263
4.26K $449K
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
2
+ 0.07%
$161 - $175
2.92K $307K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
1
+ 0.92%
$80.4 - $87.5
110 $11.6K
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1
+ 0.03%
$80.4 - $87.5
2.96K $312K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 0.37%
$80.4 - $87.5
269 $28.4K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 1.47%
$80.4 - $87.5
69 $7.27K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1
- 0.01%
$80.4 - $87.5
8.29K $874K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

SELL
 -
-16
- 0.63%
$1.29K - $1.4K
2.52K $265K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-25
- 0.12%
$2.01K - $2.19K
21.1K $2.22M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-26
- 0.91%
$2.09K - $2.28K
2.82K $298K
Oct 20, 2023 Q3 2023
Camelot Portfolios, LLC

SELL
 -
-27
- 0.76%
$2.17K - $2.36K
3.52K $371K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

SELL
 -
-30
- 1.32%
$2.41K - $2.63K
2.25K $237K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-49
- 0.76%
$3.94K - $4.29K
6.38K $673K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-50
- 1.0%
$4.02K - $4.38K
4.96K $523K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-55
- 0.25%
$4.42K - $4.81K
21.5K $2.27M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-58
- 0.23%
$4.66K - $5.08K
25.4K $2.67M
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

SELL
 -
-74
- 2.54%
$5.95K - $6.48K
2.83K $299K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-82
- 0.62%
$6.59K - $7.18K
13.1K $1.38M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-88
- 0.06%
$7.08K - $7.7K
149K $15.7M
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

SELL
 -
-105
- 0.37%
$8.44K - $9.19K
28.4K $3M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-114
- 8.62%
$9.17K - $9.98K
1.21K $127K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-120
- 1.23%
$9.65K - $10.5K
9.61K $1.01M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-130
- 3.74%
$10.5K - $11.4K
3.35K $353K
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-146
- 3.38%
$11.7K - $12.8K
4.17K $439K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

SELL
 -
-181
- 3.99%
$14.6K - $15.8K
4.36K $459K

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