Purchases and Sales Made in Q4 2019 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 2019. 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, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
327KNew |
$19.2M - $21.4M
|
327K
$33.3M
|
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
147K+ 274.54% |
$8.62M - $9.62M
|
201K
$20.4M
|
|
|
Feb 14, 2020
Q4 2019
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
115KNew |
$6.72M - $7.49M
|
115K
$11.7M
|
|
|
Feb 13, 2020
Q4 2019
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
52.7KNew |
$3.09M - $3.44M
|
52.7K
$5.36M
|
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45K+ 151.73% |
$2.64M - $2.94M
|
74.6K
$7.59M
|
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.4K+ 170.97% |
$2.31M - $2.58M
|
62.5K
$6.35M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
29K+ 2.42% |
$1.7M - $1.9M
|
1.23M
$125M
|
|
|
Feb 14, 2020
Q4 2019
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.5KNew |
$1.67M - $1.86M
|
28.5K
$2.9M
|
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24.9KNew |
$1.46M - $1.62M
|
24.9K
$2.53M
|
|
|
Feb 12, 2020
Q4 2019
|
1776 Wealth LLC
|
BUY
|
- |
18.4KNew |
$1.08M - $1.2M
|
18.4K
$1.87M
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.2KNew |
$716K - $799K
|
12.2K
$1.24M
|
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.2KNew |
$655K - $730K
|
11.2K
$1.14M
|
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 2.16% |
$600K - $669K
|
484K
$49.3M
|
|
|
Aug 26, 2020
Q4 2019
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.83KNew |
$576K - $642K
|
9.83K
$1M
|
|
|
Feb 07, 2020
Q4 2019
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9KNew |
$527K - $588K
|
9K
$915K
|
|
|
Feb 07, 2020
Q4 2019
|
Independent Advisor Alliance
|
BUY
|
- |
7.52KNew |
$441K - $492K
|
7.52K
$765K
|
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.38K+ 132.94% |
$432K - $482K
|
12.9K
$1.32M
|
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
7.14K+ 10.39% |
$418K - $466K
|
75.8K
$7.71M
|
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.39K+ 628.84% |
$374K - $418K
|
7.41K
$753K
|
|
|
Feb 12, 2020
Q4 2019
|
Element Wealth, LLC
|
BUY
|
- |
5.81KNew |
$341K - $380K
|
5.81K
$591K
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.77K+ 61.27% |
$338K - $377K
|
15.2K
$1.54M
|
|
|
May 05, 2020
Q4 2019
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.21KNew |
$305K - $341K
|
5.21K
$530K
|
|
|
Nov 14, 2024
Q4 2019
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.7KNew |
$276K - $307K
|
4.7K
$478K
|
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.92K+ 5.08% |
$230K - $256K
|
81K
$8.24M
|
|
|
Jan 14, 2020
Q4 2019
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.88K+ 4.56% |
$227K - $254K
|
89K
$9.05M
|
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
BUY
|
- |
3.85K+ 64.83% |
$225K - $251K
|
9.78K
$995K
|
|
|
Mar 16, 2020
Q4 2019
|
Wealth Advisors, Inc.
|
BUY
|
- |
3.82KNew |
$223K - $249K
|
3.82K
$388K
|
|
|
Feb 21, 2020
Q4 2019
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.68KNew |
$216K - $241K
|
3.68K
$375K
|
|
|
Jan 28, 2020
Q4 2019
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$185K - $207K
|
3.16K
$321K
|
|
|
Feb 07, 2020
Q4 2019
|
Ifg Advisory, LLC
|
BUY
|
- |
3.13KNew |
$183K - $205K
|
3.13K
$319K
|
|
|
Feb 27, 2020
Q4 2019
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.78KNew |
$163K - $182K
|
2.78K
$283K
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
2.16K+ 20.47% |
$127K - $141K
|
12.7K
$1.29M
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.79K+ 16.28% |
$105K - $117K
|
12.7K
$1.3M
|
|
|
Feb 14, 2020
Q4 2019
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.51K+ 4.6% |
$88.7K - $99K
|
34.5K
$3.5M
|
|
|
Jan 22, 2020
Q4 2019
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 21.28% |
$82.1K - $91.6K
|
7.99K
$813K
|
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
1.15K+ 5.98% |
$67.5K - $75.3K
|
20.4K
$2.08M
|
|
|
Feb 27, 2020
Q4 2019
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
700New |
$41K - $45.8K
|
700
$71.2K
|
|
|
Feb 06, 2020
Q4 2019
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
700New |
$41K - $45.8K
|
700
$71.2K
|
|
|
Feb 14, 2020
Q4 2019
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
665New |
$39K - $43.5K
|
665
$67.6K
|
|
|
Feb 14, 2020
Q4 2019
|
Arkadios Wealth Advisors
|
BUY
|
- |
638New |
$37.4K - $41.7K
|
638
$64.9K
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
586+ 0.97% |
$34.3K - $38.3K
|
60.9K
$6.19M
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
583+ 4.57% |
$34.2K - $38.1K
|
13.3K
$1.36M
|
|
|
Jan 24, 2020
Q4 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
546+ 1.85% |
$32K - $35.7K
|
30.1K
$3.06M
|
|
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
427+ 1.5% |
$25K - $27.9K
|
28.8K
$2.93M
|
|
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
427+ 1.5% |
$25K - $27.9K
|
28.8K
$2.93M
|
|
|
Jan 29, 2020
Q4 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
412+ 4.79% |
$24.1K - $26.9K
|
9.01K
$917K
|
|
|
Feb 11, 2020
Q4 2019
|
Atlas Private Wealth Management
|
BUY
|
- |
406New |
$23.8K - $26.5K
|
406
$41.3K
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
- |
406+ 0.63% |
$23.8K - $26.5K
|
64.7K
$6.58M
|
|
|
Feb 11, 2020
Q4 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
404+ 5.29% |
$23.7K - $26.4K
|
8.05K
$818K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
337New |
$19.7K - $22K
|
337
$34.3K
|