Purchases and Sales Made in Q3 2025 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 2025. 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 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$193K - $205K
|
1.75K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.15K+ 20.05% |
$127K - $135K
|
6.89K
$802K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$330 - $351
|
2.79K
$324K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.05% |
$220 - $234
|
4.01K
$466K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$110 - $117
|
462
$53.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-101- 2.71% |
$11.1K - $11.8K
|
3.63K
$422K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-111- 2.75% |
$12.2K - $13K
|
3.92K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-111- 2.6% |
$12.2K - $13K
|
4.16K
$485K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-156- 0.08% |
$17.2K - $18.3K
|
185K
$21.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-239- 2.16% |
$26.3K - $28K
|
10.8K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-380- 0.21% |
$41.8K - $44.5K
|
185K
$21.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-650- 7.26% |
$71.5K - $76.1K
|
8.31K
$966K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-914- 5.74% |
$101K - $107K
|
15K
$1.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.76K- 9.28% |
$193K - $206K
|
17.2K
$2M
|