Purchases and Sales Made in Q4 2020 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 2020. 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 10, 2021 Q4 2020
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
184K
New
$11.6M - $13.6M
184K $19.2M
Feb 16, 2021 Q4 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
29.6K
+ 137.98%
$1.86M - $2.18M
51K $5.32M
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
24.9K
New
$1.56M - $1.83M
24.9K $2.59M
Jan 29, 2021 Q4 2020
Forth Right Wealth Management, LLC

BUY
 -
17.1K
New
$1.08M - $1.26M
17.1K $1.78M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
14.6K
+ 96.96%
$920K - $1.08M
29.7K $3.09M
Feb 19, 2021 Q4 2020
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
10.6K
New
$665K - $779K
10.6K $1.1M
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
8.74K
New
$550K - $644K
8.74K $910K
Jan 25, 2021 Q4 2020
Janney Montgomery Scott LLC

BUY
 -
8.12K
+ 1.87%
$511K - $599K
443K $46.2M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.33K
+ 12.74%
$461K - $540K
64.8K $6.75M
Feb 16, 2021 Q4 2020
Dhjj Financial Advisors, Ltd.

BUY
 -
6.93K
New
$436K - $511K
6.93K $722K
Feb 10, 2021 Q4 2020
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
5.4K
New
$340K - $398K
5.4K $562K
Feb 12, 2021 Q4 2020
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
5.3K
New
$333K - $390K
5.3K $552K
Feb 16, 2021 Q4 2020
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5.25K
+ 75057.14%
$331K - $387K
5.26K $548K
Jan 27, 2021 Q4 2020
Venture Visionary Partners LLC

BUY
 -
4.57K
New
$288K - $337K
4.57K $476K
Feb 16, 2021 Q4 2020
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.45K
New
$280K - $328K
4.45K $463K
Jan 22, 2021 Q4 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
4.02K
New
$253K - $296K
4.02K $418K
Feb 11, 2021 Q4 2020
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
3.71K
New
$234K - $274K
3.71K $387K
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
3.51K
+ 37.24%
$221K - $258K
12.9K $1.35M
Jan 08, 2024 Q4 2020
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.96K
New
$186K - $218K
2.96K $308K
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.82K
New
$177K - $208K
2.82K $294K
Feb 12, 2021 Q4 2020
Insight Advisors, LLC

Newtown, PA
BUY
 -
2.73K
New
$172K - $201K
2.73K $285K
Feb 16, 2021 Q4 2020
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
2.72K
New
$171K - $200K
2.72K $283K
Jan 22, 2021 Q4 2020
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.51K
New
$158K - $185K
2.51K $262K
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
2.44K
+ 31.57%
$153K - $180K
10.2K $1.06M
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
2.4K
+ 15.36%
$151K - $176K
18K $1.87M
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.04K
+ 13.6%
$128K - $150K
17K $1.77M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
1.92K
+ 5.72%
$121K - $142K
35.5K $3.7M
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

BUY
 -
1.86K
+ 97.79%
$117K - $137K
3.76K $391K
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
1.75K
New
$110K - $129K
1.75K $182K
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
1.52K
+ 0.76%
$95.5K - $112K
202K $21M
Feb 12, 2021 Q4 2020
Credit Suisse Ag

Zurich, V8
BUY
 -
1.46K
+ 15.44%
$92.1K - $108K
10.9K $1.14M
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
1.17K
+ 17.6%
$73.9K - $86.5K
7.84K $817K
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

BUY
 -
992
+ 12.73%
$62.4K - $73.1K
8.78K $915K
Jan 27, 2021 Q4 2020
Chicago Partners Investment Group LLC

BUY
 -
930
+ 3.15%
$58.5K - $68.5K
30.5K $3.17M
Mar 02, 2021 Q4 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
902
New
$56.8K - $66.5K
902 $93.9K
Jan 12, 2021 Q4 2020
Walkner Condon Financial Advisors LLC

BUY
 -
767
+ 9.62%
$48.3K - $56.5K
8.74K $910K
Feb 11, 2021 Q4 2020
Oppenheimer & CO Inc

New York, NY
BUY
 -
664
+ 3.44%
$41.8K - $48.9K
20K $2.08M
Feb 03, 2021 Q4 2020
Intrua Financial, LLC

Houston, TX
BUY
 -
663
+ 15.46%
$41.7K - $48.9K
4.95K $516K
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
501
+ 19.82%
$31.5K - $36.9K
3.03K $315K
Mar 02, 2021 Q4 2020
Sage Private Wealth Group, LLC

BUY
 -
372
New
$23.4K - $27.4K
372 $38.7K
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
331
+ 3.65%
$20.8K - $24.4K
9.4K $979K
Feb 16, 2021 Q4 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
308
+ 1.07%
$19.4K - $22.7K
29K $3.02M
Mar 24, 2021 Q4 2020
Iron Bridge Private Wealth, LLC

BUY
 -
260
New
$16.4K - $19.2K
260 $27.1K
Jan 21, 2021 Q4 2020
Kestra Private Wealth Services, LLC

BUY
 -
217
+ 2.32%
$13.7K - $16K
9.58K $998K
Feb 18, 2021 Q4 2020
Safeguard Investment Advisory Group, LLC

BUY
 -
205
New
$12.9K - $15.1K
205 $21.4K
Feb 16, 2021 Q4 2020
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
162
+ 4.04%
$10.2K - $11.9K
4.17K $434K
Feb 09, 2021 Q4 2020
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
108
+ 1.24%
$6.8K - $7.96K
8.82K $918K
Jan 15, 2021 Q4 2020
Aurora Private Wealth, Inc.

BUY
 -
30
+ 0.34%
$1.89K - $2.21K
8.97K $935K
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
22
+ 0.14%
$1.38K - $1.62K
15.2K $1.59M

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