Purchases and Sales Made in Q4 2019 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 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
Mar 16, 2020 Q4 2019
Tfg Advisers LLC

BUY
 -
313
New
$18.3K - $20.5K
313 $31.8K
Feb 12, 2020 Q4 2019
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
305
+ 0.75%
$17.9K - $19.9K
40.7K $4.14M
Feb 13, 2020 Q4 2019
Financial Advocates Investment Management

Olympia, WA
BUY
 -
266
+ 3.09%
$15.6K - $17.4K
8.87K $902K
Feb 04, 2020 Q4 2019
Advisory Services Network, LLC

BUY
 -
215
+ 6.21%
$12.6K - $14.1K
3.68K $374K
Feb 13, 2020 Q4 2019
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
201
New
$11.8K - $13.1K
201 $20.4K
Feb 14, 2020 Q4 2019
Orion Portfolio Solutions, LLC

BUY
 -
67
New
$3.92K - $4.38K
67 $6.81K
Feb 12, 2020 Q4 2019
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
17
New
$996 - $1.11K
17 $1.73K
Jan 07, 2020 Q4 2019
Ellis Investment Partners, LLC

BUY
 -
10
+ 0.4%
$586 - $654
2.51K $255K
Jan 16, 2020 Q4 2019
Wedbush Securities Inc

BUY
 -
9
+ 0.27%
$527 - $588
3.3K $336K
Feb 07, 2020 Q4 2019
Lincoln National Corp

BUY
 -
8
+ 0.18%
$469 - $523
4.46K $453K
Jan 29, 2020 Q4 2019
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4
+ 0.17%
$234 - $261
2.3K $234K
Jan 29, 2020 Q4 2019
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2
+ 0.03%
$117 - $131
6.98K $710K
Jan 06, 2020 Q4 2019
Simon Quick Advisors, LLC

BUY
 -
1
+ 0.5%
$58.6 - $65.4
203 $20.6K
Jan 16, 2020 Q4 2019
Allworth Financial LP

BUY
 -
1
+ 0.47%
$58.6 - $65.4
216 $22K
Feb 07, 2020 Q4 2019
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-3
- 0.06%
$176 - $196
5.05K $514K
Jul 24, 2024 Q4 2019
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-17
- 0.06%
$996 - $1.11K
29.6K $3.01M
Jan 30, 2020 Q4 2019
Trustcore Financial Services, LLC

SELL
 -
-37
Closed
$2.17K - $2.42K
0 $0
Feb 11, 2020 Q4 2019
Atria Investments LLC

Charlotte, NC
SELL
 -
-48
- 1.22%
$2.81K - $3.14K
3.88K $395K
Jan 14, 2020 Q4 2019
Legacy Private Trust Co.

SELL
 -
-55
- 0.28%
$3.22K - $3.59K
19.8K $2.02M
Feb 14, 2020 Q4 2019
Plante Moran Financial Advisors, LLC

SELL
 -
-65
- 0.91%
$3.81K - $4.25K
7.08K $720K
Feb 20, 2020 Q4 2019
Integrated Wealth Concepts LLC

SELL
 -
-73
- 0.38%
$4.28K - $4.77K
19.1K $1.94M
Feb 18, 2020 Q4 2019
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-104
- 0.48%
$6.09K - $6.8K
21.7K $2.21M
Feb 13, 2020 Q4 2019
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-111
- 0.63%
$6.5K - $7.25K
17.5K $1.78M
Feb 14, 2020 Q4 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-115
- 3.46%
$6.74K - $7.52K
3.21K $327K
Feb 07, 2020 Q4 2019
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-124
- 1.23%
$7.26K - $8.1K
9.97K $1.01M
Feb 14, 2020 Q4 2019
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-139
Closed
$8.14K - $9.09K
0 $0
Feb 06, 2020 Q4 2019
First Interstate Bank

Billings, MT
SELL
 -
-150
Closed
$8.79K - $9.8K
0 $0
Jan 29, 2020 Q4 2019
Stratos Wealth Partners, Ltd.

SELL
 -
-274
- 1.75%
$16.1K - $17.9K
15.4K $1.56M
Jan 07, 2020 Q4 2019
First Horizon Advisors, Inc.

SELL
 -
-285
- 68.84%
$16.7K - $18.6K
129 $13.1K
Feb 14, 2020 Q4 2019
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-299
- 3.63%
$17.5K - $19.5K
7.93K $807K
Feb 14, 2020 Q4 2019
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-340
- 3.14%
$19.9K - $22.2K
10.5K $1.07M
Jan 17, 2020 Q4 2019
Steward Partners Investment Advisory, LLC

SELL
 -
-350
- 4.88%
$20.5K - $22.9K
6.82K $694K
Feb 14, 2020 Q4 2019
D.A. Davidson & Co.

SELL
 -
-350
- 1.15%
$20.5K - $22.9K
30.1K $3.06M
Feb 10, 2020 Q4 2019
Sterling Investment Advisors, Ltd.

SELL
 -
-425
- 2.21%
$24.9K - $27.8K
18.8K $1.92M
Feb 10, 2020 Q4 2019
Cetera Advisors LLC

Denver, CO
SELL
 -
-428
- 4.91%
$25.1K - $28K
8.29K $843K
Feb 18, 2020 Q4 2019
Hm Payson & CO

Portland, ME
SELL
 -
-433
- 16.85%
$25.4K - $28.3K
2.14K $217K
Feb 05, 2020 Q4 2019
Signaturefd, LLC

Atlanta, GA
SELL
 -
-465
- 35.66%
$27.2K - $30.4K
839 $85.3K
Jan 28, 2020 Q4 2019
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-541
Closed
$31.7K - $35.4K
0 $0
Feb 13, 2020 Q4 2019
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-544
- 1.31%
$31.9K - $35.6K
41.1K $4.18M
Feb 13, 2020 Q4 2019
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-546
- 9.42%
$32K - $35.7K
5.25K $534K
Feb 12, 2020 Q4 2019
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-619
- 10.35%
$36.3K - $40.5K
5.36K $545K
Feb 07, 2020 Q4 2019
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-638
- 5.72%
$37.4K - $41.7K
10.5K $1.07M
Feb 20, 2020 Q4 2019
Cornerstone Wealth Management, LLC

SELL
 -
-649
- 5.1%
$38K - $42.4K
12.1K $1.23M
Feb 12, 2020 Q4 2019
Sawtooth Solutions, LLC

SELL
 -
-660
- 11.14%
$38.7K - $43.1K
5.27K $536K
Feb 06, 2020 Q4 2019
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-698
- 2.74%
$40.9K - $45.6K
24.8K $2.52M
Feb 12, 2020 Q4 2019
Prospera Financial Services Inc

SELL
 -
-931
- 10.1%
$54.5K - $60.9K
8.29K $843K
Sep 07, 2021 Q4 2019
Geneos Wealth Management Inc.

SELL
 -
-1K
- 8.55%
$58.6K - $65.4K
10.7K $1.09M
Feb 13, 2020 Q4 2019
Northwestern Mutual Wealth Management CO

SELL
 -
-1.01K
- 25.93%
$59.4K - $66.3K
2.9K $295K
Jan 17, 2020 Q4 2019
Good Life Advisors, LLC

SELL
 -
-1.12K
- 15.66%
$65.8K - $73.4K
6.05K $615K

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