Purchases and Sales Made in Q4 2018 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 Q4 2018. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2019
Q4 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
200K+ 1368.94% |
$9.81M - $12.5M
|
215K
$22M
|
|
Feb 01, 2019
Q4 2018
|
Janney Montgomery Scott LLC
|
BUY
|
- |
200K+ 83.65% |
$9.8M - $12.5M
|
440K
$45M
|
|
Feb 14, 2019
Q4 2018
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
168KNew |
$8.23M - $10.5M
|
168K
$17.2M
|
|
Feb 05, 2019
Q4 2018
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
119K+ 70.71% |
$5.84M - $7.46M
|
288K
$29.5M
|
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
107K+ 153.94% |
$5.23M - $6.68M
|
176K
$18.1M
|
|
Feb 13, 2019
Q4 2018
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.2KNew |
$3.93M - $5.01M
|
80.2K
$8.21M
|
|
Feb 15, 2019
Q4 2018
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43K+ 188.49% |
$2.1M - $2.68M
|
65.7K
$6.73M
|
|
Feb 11, 2019
Q4 2018
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
30.8KNew |
$1.51M - $1.92M
|
30.8K
$3.15M
|
|
Jan 22, 2019
Q4 2018
|
Eukles Asset Management
|
BUY
|
- |
29.4KNew |
$1.44M - $1.84M
|
29.4K
$3.01M
|
|
Feb 13, 2019
Q4 2018
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25KNew |
$1.22M - $1.56M
|
25K
$2.56M
|
|
Jan 22, 2019
Q4 2018
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24.2K+ 58.53% |
$1.18M - $1.51M
|
65.5K
$6.71M
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 120.14% |
$764K - $975K
|
28.6K
$2.93M
|
|
Jan 02, 2019
Q4 2018
|
Park National Corp
|
BUY
|
- |
12.7K+ 53.43% |
$624K - $796K
|
36.6K
$3.75M
|
|
Feb 14, 2019
Q4 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 944.42% |
$555K - $708K
|
12.5K
$1.28M
|
|
Feb 14, 2019
Q4 2018
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.59K+ 630.92% |
$469K - $599K
|
11.1K
$1.14M
|
|
Mar 05, 2019
Q4 2018
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.37KNew |
$410K - $523K
|
8.37K
$858K
|
|
Feb 12, 2019
Q4 2018
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.43KNew |
$363K - $464K
|
7.43K
$761K
|
|
Feb 08, 2019
Q4 2018
|
Foresight Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$318K - $406K
|
6.49K
$665K
|
|
Feb 15, 2019
Q4 2018
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.11K+ 62.25% |
$299K - $382K
|
15.9K
$1.63M
|
|
Feb 11, 2019
Q4 2018
|
Private Advisor Group, LLC
|
BUY
|
- |
6.04K+ 13.1% |
$295K - $377K
|
52.1K
$5.34M
|
|
Feb 05, 2019
Q4 2018
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
4.78KNew |
$234K - $299K
|
4.78K
$490K
|
|
Feb 14, 2019
Q4 2018
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.8KNew |
$186K - $238K
|
3.8K
$390K
|
|
Feb 14, 2019
Q4 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.43K+ 1.6% |
$168K - $215K
|
218K
$22.3M
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.79K+ 1.05% |
$137K - $174K
|
268K
$27.5M
|
|
Jan 29, 2019
Q4 2018
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 63.49% |
$136K - $173K
|
7.15K
$732K
|
|
Feb 13, 2019
Q4 2018
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.39K+ 32.54% |
$117K - $150K
|
9.75K
$998K
|
|
Feb 04, 2019
Q4 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2K+ 31.64% |
$98K - $125K
|
8.33K
$854K
|
|
Feb 12, 2019
Q4 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.73K+ 214.82% |
$84.4K - $108K
|
2.53K
$259K
|
|
Feb 12, 2019
Q4 2018
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.52K+ 40.6% |
$74.5K - $95.1K
|
5.27K
$540K
|
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42K+ 17.04% |
$69.7K - $89K
|
9.78K
$1M
|
|
Jan 15, 2019
Q4 2018
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 15.31% |
$55.9K - $71.4K
|
8.61K
$882K
|
|
Feb 14, 2019
Q4 2018
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
912New |
$44.6K - $57K
|
912
$93.4K
|
|
Feb 19, 2019
Q4 2018
|
Pfg Advisors
|
BUY
|
- |
893+ 14.8% |
$43.7K - $55.8K
|
6.93K
$709K
|
|
Feb 14, 2019
Q4 2018
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
849+ 1.56% |
$41.6K - $53.1K
|
55.2K
$5.65M
|
|
Jan 31, 2019
Q4 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
759+ 45.48% |
$37.2K - $47.4K
|
2.43K
$249K
|
|
Feb 11, 2019
Q4 2018
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
693New |
$33.9K - $43.3K
|
693
$71K
|
|
Feb 22, 2019
Q4 2018
|
Global Retirement Partners, LLC
|
BUY
|
- |
612New |
$30K - $38.3K
|
612
$62.7K
|
|
Jan 11, 2019
Q4 2018
|
First Hawaiian Bank
|
BUY
|
- |
482+ 0.18% |
$23.6K - $30.1K
|
262K
$26.8M
|
|
Feb 06, 2019
Q4 2018
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
478+ 10.52% |
$23.4K - $29.9K
|
5.02K
$514K
|
|
Feb 01, 2019
Q4 2018
|
Creative Planning
Overland Park, KS |
BUY
|
- |
455+ 7.93% |
$22.3K - $28.4K
|
6.19K
$635K
|
|
Jan 29, 2019
Q4 2018
|
D.A. Davidson & Co.
|
BUY
|
- |
450+ 1.54% |
$22K - $28.1K
|
29.6K
$3.04M
|
|
Jan 18, 2019
Q4 2018
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
450+ 1.81% |
$22K - $28.1K
|
25.3K
$2.59M
|
|
Feb 15, 2019
Q4 2018
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
385+ 6.43% |
$18.8K - $24.1K
|
6.37K
$653K
|
|
Sep 07, 2021
Q4 2018
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285+ 1.4% |
$14K - $17.8K
|
20.7K
$2.12M
|
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
- |
273New |
$13.4K - $17.1K
|
273
$28K
|
|
Feb 08, 2019
Q4 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
229+ 1.64% |
$11.2K - $14.3K
|
14.2K
$1.45M
|
|
Feb 11, 2019
Q4 2018
|
Allworth Financial LP
|
BUY
|
- |
213New |
$10.4K - $13.3K
|
213
$21.8K
|
|
Jan 31, 2019
Q4 2018
|
Wedbush Securities Inc
|
BUY
|
- |
209+ 4.39% |
$10.2K - $13.1K
|
4.98K
$510K
|
|
Feb 08, 2019
Q4 2018
|
Advisor Net Financial, Inc
|
BUY
|
- |
196New |
$9.59K - $12.3K
|
196
$20.1K
|
|
Feb 14, 2019
Q4 2018
|
Fifth Third Bancorp
|
BUY
|
- |
130+ 67.36% |
$6.36K - $8.13K
|
323
$33.1K
|