Purchases and Sales Made in Q3 2024 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 2024. 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 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
21.8KNew |
$2.05M - $2.27M
|
21.8K
$2.32M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.46KNew |
$702K - $777K
|
7.46K
$795K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.57K+ 2.97% |
$431K - $476K
|
159K
$16.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 1.34% |
$258K - $286K
|
207K
$22.1M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.06K+ 96.62% |
$194K - $215K
|
4.19K
$447K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05KNew |
$193K - $213K
|
2.05K
$219K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.02K+ 2.52% |
$96.2K - $106K
|
41.6K
$4.43M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 5.2% |
$18.9K - $20.9K
|
4.07K
$434K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142+ 4.94% |
$13.4K - $14.8K
|
3.02K
$322K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29+ 0.26% |
$2.73K - $3.02K
|
11.3K
$1.2M
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.35% |
$1.04K - $1.15K
|
3.16K
$337K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.22% |
$471 - $521
|
2.27K
$243K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.04% |
$377 - $417
|
10.2K
$1.09M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.09% |
$283 - $313
|
3.25K
$347K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.44% |
$188 - $208
|
457
$48.7K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.33% |
$848 - $938
|
2.72K
$290K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 4.03% |
$4.33K - $4.79K
|
1.1K
$117K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 2.14% |
$5.94K - $6.56K
|
2.89K
$308K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-212- 6.4% |
$20K - $22.1K
|
3.1K
$331K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-539- 4.4% |
$50.8K - $56.1K
|
11.7K
$1.25M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-705- 20.09% |
$66.4K - $73.4K
|
2.8K
$299K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-715- 14.09% |
$67.4K - $74.5K
|
4.36K
$465K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-815- 3.46% |
$76.8K - $84.9K
|
22.8K
$2.43M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.11K- 30.6% |
$199K - $220K
|
4.78K
$510K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 30.23% |
$210K - $232K
|
5.15K
$549K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 8.54% |
$1.46M - $1.61M
|
166K
$17.7M
|