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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-270- 4.12% |
$25.4K - $28.1K
|
6.28K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-281- 9.7% |
$26.5K - $29.3K
|
2.62K
$276K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-306- 2.92% |
$28.8K - $31.9K
|
10.2K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-318- 0.48% |
$30K - $33.1K
|
66.5K
$7.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-342- 0.15% |
$32.2K - $35.6K
|
230K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-344- 2.63% |
$32.4K - $35.8K
|
12.7K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-362- 0.22% |
$34.1K - $37.7K
|
164K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-409- 8.54% |
$38.5K - $42.6K
|
4.38K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-448- 4.47% |
$42.2K - $46.7K
|
9.57K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-511- 14.73% |
$48.1K - $53.2K
|
2.96K
$312K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-539- 3.71% |
$50.8K - $56.1K
|
14K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-539- 4.4% |
$50.8K - $56.1K
|
11.7K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-542- 5.57% |
$51.1K - $56.5K
|
9.19K
$969K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-626- 3.75% |
$59K - $65.2K
|
16.1K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-632- 6.25% |
$59.5K - $65.8K
|
9.49K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-638- 4.64% |
$60.1K - $66.5K
|
13.1K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-705- 20.09% |
$66.4K - $73.4K
|
2.8K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-715- 14.09% |
$67.4K - $74.5K
|
4.36K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-815- 3.46% |
$76.8K - $84.9K
|
22.8K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-899- 15.66% |
$84.7K - $93.6K
|
4.84K
$510K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-936- 24.97% |
$88.2K - $97.5K
|
2.81K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.04K- 22.64% |
$98.4K - $109K
|
3.57K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.1K- 7.49% |
$104K - $115K
|
13.6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.13K- 31.44% |
$107K - $118K
|
2.47K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 1.19% |
$110K - $122K
|
97.4K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 41.93% |
$113K - $124K
|
1.66K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.46K- 9.86% |
$138K - $152K
|
13.4K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.6K- 2.49% |
$151K - $167K
|
62.6K
$6.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.11K- 30.6% |
$199K - $220K
|
4.78K
$504K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 30.23% |
$210K - $232K
|
5.15K
$542K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.85K- 0.36% |
$268K - $297K
|
791K
$83.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-3.9K- 54.4% |
$367K - $406K
|
3.27K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.37K- 24.6% |
$412K - $455K
|
13.4K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 4.56% |
$422K - $466K
|
93.7K
$9.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.86K- 59.58% |
$458K - $506K
|
3.3K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.25K- 3.38% |
$589K - $651K
|
179K
$18.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.43K- 63.12% |
$606K - $670K
|
3.76K
$396K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.94K- 53.9% |
$654K - $723K
|
5.94K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.33K- 4.76% |
$691K - $764K
|
147K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.3K- 11.17% |
$1.07M - $1.18M
|
90K
$9.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 8.54% |
$1.46M - $1.61M
|
166K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.3K- 6.49% |
$1.54M - $1.7M
|
235K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 8.75% |
$1.59M - $1.76M
|
176K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 61.04% |
$1.77M - $1.96M
|
12K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.5K- 26.73% |
$2.02M - $2.24M
|
58.9K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.7K- 77.39% |
$3.46M - $3.82M
|
10.7K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 21.1% |
$11.8M - $13.1M
|
469K
$49.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-157K- 89.53% |
$14.8M - $16.3M
|
18.4K
$1.93M
|