Purchases and Sales Made in Q4 2020 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.69KClosed |
$232K - $272K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.63K- 8.77% |
$291K - $341K
|
48.2K
$4.9M
|
|
|
Feb 10, 2021
Q4 2020
|
Lvz, Inc.
|
SELL
|
- |
-5.18K- 21.01% |
$326K - $382K
|
19.5K
$1.98M
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.77K- 42.61% |
$363K - $425K
|
7.78K
$791K
|
|
|
Feb 16, 2021
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.89K- 19.85% |
$370K - $434K
|
23.8K
$2.42M
|
|
|
Jan 27, 2023
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.89K- 19.85% |
$370K - $434K
|
23.8K
$2.42M
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-7.25K- 5.61% |
$456K - $534K
|
122K
$12.4M
|
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-8.25K- 19.34% |
$519K - $608K
|
34.4K
$3.5M
|
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-12.4K- 20.45% |
$778K - $911K
|
48.1K
$4.89M
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.3K- 13.8% |
$963K - $1.13M
|
95.6K
$9.73M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.6K- 4.99% |
$1.42M - $1.67M
|
431K
$43.8M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.7K- 9.15% |
$1.43M - $1.67M
|
225K
$22.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.9K- 15.25% |
$1.94M - $2.28M
|
172K
$17.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-36.8K- 8.95% |
$2.32M - $2.71M
|
375K
$38.1M
|
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-69.5KClosed |
$4.37M - $5.12M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-104K- 11.37% |
$6.51M - $7.63M
|
807K
$82.1M
|