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 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-205- 1.8% |
$16.5K - $17.9K
|
11.2K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-255- 2.0% |
$20.5K - $22.3K
|
12.5K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-296- 8.38% |
$23.8K - $25.9K
|
3.24K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-298- 4.44% |
$24K - $26.1K
|
6.42K
$677K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-350- 8.39% |
$28.1K - $30.6K
|
3.82K
$403K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-379- 2.51% |
$30.5K - $33.2K
|
14.7K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-400- 5.29% |
$32.2K - $35K
|
7.17K
$756K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-404- 3.8% |
$32.5K - $35.4K
|
10.2K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-414- 11.95% |
$33.3K - $36.2K
|
3.05K
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-417- 3.11% |
$33.5K - $36.5K
|
13K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-427- 0.18% |
$34.3K - $37.4K
|
242K
$25.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-596- 45.19% |
$47.9K - $52.2K
|
723
$76.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-600- 13.43% |
$48.3K - $52.5K
|
3.87K
$408K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-625- 3.75% |
$50.3K - $54.7K
|
16K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-629- 4.25% |
$50.6K - $55K
|
14.2K
$1.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-759- 1.66% |
$61K - $66.4K
|
44.8K
$4.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-771- 33.96% |
$62K - $67.5K
|
1.5K
$158K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-783- 2.24% |
$63K - $68.5K
|
34.2K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-889- 17.13% |
$71.5K - $77.8K
|
4.3K
$453K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.72K- 5.85% |
$139K - $151K
|
27.7K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 28.26% |
$168K - $182K
|
5.29K
$558K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.23K- 26.87% |
$179K - $195K
|
6.07K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.49K- 13.8% |
$201K - $218K
|
15.6K
$1.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.64K- 3.6% |
$212K - $231K
|
70.7K
$7.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.79K- 1.54% |
$225K - $244K
|
179K
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.94K- 22.43% |
$236K - $257K
|
10.2K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.21K- 1.99% |
$258K - $281K
|
158K
$16.6M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.52KClosed |
$283K - $308K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.63K- 52.23% |
$452K - $492K
|
5.15K
$542K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.06K- 35.91% |
$487K - $530K
|
10.8K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.84K- 3.56% |
$550K - $598K
|
185K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 13.67% |
$829K - $902K
|
65.1K
$6.86M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.8K- 46.93% |
$2.32M - $2.52M
|
32.6K
$3.43M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-30.6K- 13.6% |
$2.46M - $2.68M
|
195K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48.4K- 52.86% |
$3.89M - $4.23M
|
43.2K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.3K- 5.89% |
$3.97M - $4.32M
|
788K
$83M
|