Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
155KNew |
$11.9M - $14M
|
155K
$16.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 10.19% |
$7.95M - $9.37M
|
1.12M
$121M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.8K+ 22.85% |
$7.29M - $8.59M
|
510K
$55.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
40.5KNew |
$3.11M - $3.67M
|
40.5K
$4.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$1.67M - $1.97M
|
21.8K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.2K+ 10.9% |
$1.55M - $1.83M
|
205K
$22.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 7.21% |
$1.34M - $1.58M
|
259K
$28.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$1.15M - $1.35M
|
14.9K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.1K+ 7.33% |
$1.01M - $1.19M
|
192K
$20.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9K+ 2.83% |
$990K - $1.17M
|
468K
$50.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 21.95% |
$879K - $1.04M
|
63.5K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.7K+ 35.48% |
$820K - $967K
|
40.8K
$4.42M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9.89KNew |
$760K - $896K
|
9.89K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.14KNew |
$702K - $828K
|
9.14K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.09K+ 1877.89% |
$698K - $823K
|
9.57K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.89K+ 6.73% |
$683K - $805K
|
141K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.34K+ 26.08% |
$641K - $755K
|
40.3K
$4.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.17K+ 4.54% |
$551K - $649K
|
165K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.09K+ 278.34% |
$545K - $642K
|
9.64K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.8KNew |
$523K - $616K
|
6.8K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.4K+ 24.91% |
$492K - $580K
|
32.1K
$3.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.95K+ 6.32% |
$457K - $539K
|
100K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.46K+ 52.6% |
$420K - $495K
|
15.8K
$1.72M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.06KNew |
$312K - $368K
|
4.06K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.94KNew |
$303K - $357K
|
3.94K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.73KNew |
$287K - $338K
|
3.73K
$405K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$263K - $310K
|
3.42K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.88K+ 61.37% |
$222K - $261K
|
7.58K
$823K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.75KNew |
$211K - $249K
|
2.75K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.26KNew |
$173K - $204K
|
2.26K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.25KNew |
$173K - $204K
|
2.25K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.23KNew |
$171K - $202K
|
2.23K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.13K+ 3.11% |
$164K - $193K
|
70.6K
$7.66M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.77K+ 3.24% |
$136K - $161K
|
56.6K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.72K+ 61.28% |
$132K - $156K
|
4.53K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66K+ 37.73% |
$127K - $150K
|
6.04K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.55KNew |
$119K - $140K
|
1.55K
$168K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.39K+ 93.28% |
$107K - $126K
|
2.88K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
946+ 14.83% |
$72.7K - $85.7K
|
7.33K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
938+ 33.1% |
$72.1K - $85K
|
3.77K
$409K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
693New |
$53.3K - $62.8K
|
693
$75.2K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
651New |
$50K - $59K
|
651
$70.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
584New |
$44.9K - $52.9K
|
584
$63.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
578+ 5.39% |
$44.4K - $52.4K
|
11.3K
$1.23M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
406+ 5.93% |
$31.2K - $36.8K
|
7.25K
$787K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
364+ 2.48% |
$28K - $33K
|
15.1K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
341+ 27.04% |
$26.2K - $30.9K
|
1.6K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
255+ 1.8% |
$19.6K - $23.1K
|
14.4K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
239+ 5.73% |
$18.4K - $21.6K
|
4.41K
$478K
|