Purchases and Sales Made in Q3 2024 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 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 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
177K
+ 10315.16%
$16.7M - $18.4M
179K $18.8M
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
97.8K
New
$9.22M - $10.2M
97.8K $10.3M
Nov 14, 2024 Q3 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
50.1K
New
$4.72M - $5.22M
50.1K $5.29M
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
29.1K
New
$2.74M - $3.03M
29.1K $3.07M
Nov 14, 2024 Q3 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
22.2K
+ 110.76%
$2.09M - $2.31M
42.3K $4.46M
Oct 15, 2024 Q3 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
21.8K
New
$2.05M - $2.27M
21.8K $2.3M
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
16.6K
+ 3.4%
$1.56M - $1.72M
503K $53M
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
14.3K
New
$1.35M - $1.49M
14.3K $1.51M
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
14.2K
New
$1.34M - $1.48M
14.2K $1.5M
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
13.7K
+ 1.35%
$1.3M - $1.43M
1.03M $108M
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
12.5K
+ 15.91%
$1.18M - $1.3M
91.2K $9.61M
Nov 20, 2024 Q3 2024
Virtu Financial LLC

New York, NY
BUY
 -
12.5K
New
$1.17M - $1.3M
12.5K $1.31M
Oct 15, 2024 Q3 2024
Prosperity Consulting Group, LLC

BUY
 -
7.46K
New
$702K - $777K
7.46K $786K
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
6.54K
New
$616K - $681K
6.54K $689K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.57K
+ 2.97%
$431K - $476K
159K $16.7M
Nov 04, 2024 Q3 2024
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
4.32K
New
$407K - $450K
4.32K $455K
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
3.93K
New
$370K - $409K
3.93K $414K
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
2.74K
+ 1.34%
$258K - $286K
207K $21.8M
Oct 29, 2024 Q3 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.57K
New
$242K - $268K
2.57K $271K
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
2.06K
+ 96.62%
$194K - $215K
4.19K $442K
Oct 15, 2024 Q3 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.05K
New
$193K - $213K
2.05K $216K
Oct 24, 2024 Q3 2024
Ellis Investment Partners, LLC

BUY
 -
2.04K
New
$192K - $213K
2.04K $215K
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.99K
New
$187K - $207K
1.99K $209K
Dec 26, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.39K
+ 16.4%
$131K - $145K
9.87K $1.04M
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.39K
+ 16.4%
$131K - $145K
9.87K $1.04M
Oct 23, 2024 Q3 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.25K
+ 0.86%
$118K - $130K
146K $15.4M
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.15K
+ 12.18%
$108K - $120K
10.6K $1.12M
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.14K
+ 19.15%
$108K - $119K
7.1K $749K
Nov 14, 2024 Q3 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
1.13K
+ 45.87%
$107K - $118K
3.6K $380K
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
1.02K
+ 2.52%
$96.2K - $106K
41.6K $4.38M
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
854
+ 440.21%
$80.5K - $89K
1.05K $110K
Oct 25, 2024 Q3 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
772
+ 4.98%
$72.7K - $80.4K
16.3K $1.71M
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
748
+ 5.92%
$70.5K - $77.9K
13.4K $1.41M
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
710
+ 3.99%
$66.9K - $74K
18.5K $1.95M
Nov 13, 2024 Q3 2024
Rathbones Group PLC

Liverpool, X0
BUY
 -
596
+ 27.4%
$56.1K - $62.1K
2.77K $292K
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
508
+ 0.9%
$47.9K - $52.9K
56.9K $6M
Oct 28, 2024 Q3 2024
Us Bancorp \De\

BUY
 -
496
+ 0.79%
$46.7K - $51.7K
63.2K $6.66M
Nov 06, 2024 Q3 2024
Signature Estate & Investment Advisors LLC

BUY
 -
458
+ 11.94%
$43.1K - $47.7K
4.3K $453K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
329
+ 24.42%
$31K - $34.3K
1.68K $177K
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
300
New
$28.3K - $31.3K
300 $31.6K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
283
New
$26.7K - $29.5K
283 $29.8K
Oct 24, 2024 Q3 2024
Lvz, Inc.

BUY
 -
242
+ 1.14%
$22.8K - $25.2K
21.5K $2.26M
Oct 15, 2024 Q3 2024
Independent Wealth Network Inc.

BUY
 -
201
+ 5.2%
$18.9K - $20.9K
4.07K $429K
Nov 13, 2024 Q3 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
181
+ 0.34%
$17.1K - $18.9K
52.8K $5.57M
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
142
+ 4.94%
$13.4K - $14.8K
3.02K $318K
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
128
+ 1.42%
$12.1K - $13.3K
9.14K $963K
Nov 12, 2024 Q3 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
120
New
$11.3K - $12.5K
120 $12.7K
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
107
+ 1.9%
$10.1K - $11.1K
5.73K $604K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
98
New
$9.23K - $10.2K
98 $10.3K

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