Purchases and Sales Made in Q4 2023 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 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
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
205
+ 2.67%
$15.8K - $18.6K
7.87K $855K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
164
New
$12.6K - $14.9K
164 $17.8K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
158
New
$12.1K - $14.3K
158 $17.2K
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
133
+ 1.43%
$10.2K - $12K
9.46K $1.03M
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
94
+ 0.62%
$7.22K - $8.51K
15.2K $1.65M
Jan 09, 2024 Q4 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
81
+ 1.63%
$6.22K - $7.34K
5.04K $547K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
75
+ 0.91%
$5.76K - $6.79K
8.31K $902K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
65
+ 0.11%
$5K - $5.89K
60K $6.52M
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
34
+ 3400.0%
$2.61K - $3.08K
35 $3.8K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
29
+ 0.16%
$2.23K - $2.63K
17.9K $1.94M
Jan 23, 2024 Q4 2023
Camelot Portfolios, LLC

BUY
 -
25
+ 0.71%
$1.92K - $2.26K
3.54K $385K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
14
+ 0.12%
$1.08K - $1.27K
11.6K $1.26M
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
14
+ 0.1%
$1.08K - $1.27K
13.5K $1.46M
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
8
+ 0.16%
$615 - $725
5.15K $559K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
7
+ 0.06%
$538 - $634
12.5K $1.36M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
6
+ 0.23%
$461 - $543
2.67K $289K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
6
+ 0.06%
$461 - $543
10.2K $1.11M
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
5
+ 0.18%
$384 - $453
2.76K $300K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5
+ 0.12%
$384 - $453
4.27K $463K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5
+ 0.05%
$384 - $453
10.2K $1.1M
Jan 24, 2024 Q4 2023
Triton Wealth Management, Pllc

BUY
 -
4
+ 0.12%
$307 - $362
3.24K $352K
Feb 05, 2024 Q4 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
3
+ 0.04%
$231 - $272
8.19K $890K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2
+ 0.04%
$154 - $181
5.29K $574K
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1
+ 0.04%
$76.9 - $90.6
2.82K $307K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
1
+ 0.07%
$76.9 - $90.6
1.5K $163K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 0.37%
$76.9 - $90.6
270 $29.3K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-3
- 0.03%
$231 - $272
9.61K $1.04M
Feb 08, 2024 Q4 2023
Sterling Investment Advisors, Ltd.

SELL
 -
-10
- 0.14%
$769 - $906
7.31K $793K
Jan 12, 2024 Q4 2023
Apeiron Ria LLC

SELL
 -
-12
- 0.4%
$922 - $1.09K
2.97K $322K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-29
- 2.4%
$2.23K - $2.63K
1.18K $128K
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-46
- 0.18%
$3.54K - $4.17K
25.3K $2.75M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-56
- 0.56%
$4.3K - $5.07K
9.91K $1.08M
Jan 05, 2024 Q4 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-56
- 0.72%
$4.3K - $5.07K
7.72K $838K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-64
- 11.47%
$4.92K - $5.8K
494 $53.6K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-80
- 0.96%
$6.15K - $7.25K
8.21K $892K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

SELL
 -
-100
- 2.3%
$7.68K - $9.06K
4.26K $462K
Jan 23, 2024 Q4 2023
Lvz, Inc.

SELL
 -
-108
- 0.9%
$8.3K - $9.78K
11.9K $1.29M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-109
- 0.62%
$8.38K - $9.87K
17.5K $1.9M
Jan 24, 2024 Q4 2023
Allworth Financial LP

SELL
 -
-117
- 2.96%
$8.99K - $10.6K
3.84K $417K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-132
- 82.5%
$10.1K - $12K
28 $3.04K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-160
- 1.43%
$12.3K - $14.5K
11K $1.2M
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-190
- 5.26%
$14.6K - $17.2K
3.42K $371K
Jan 24, 2024 Q4 2023
Able Financial Group, LLC

Scottsdale, AZ
SELL
 -
-193
- 7.79%
$14.8K - $17.5K
2.28K $248K
Feb 02, 2024 Q4 2023
Iag Wealth Partners, LLC

SELL
 -
-230
- 10.24%
$17.7K - $20.8K
2.02K $219K
Dec 26, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-231
- 2.34%
$17.8K - $20.9K
9.64K $1.05M
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-238
- 36.56%
$18.3K - $21.6K
413 $44.8K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-307
- 6.52%
$23.6K - $27.8K
4.4K $478K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-350
- 10.46%
$26.9K - $31.7K
3K $325K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-362
- 9.36%
$27.8K - $32.8K
3.51K $381K

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