Purchases and Sales Made in Q4 2024 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 2024. 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 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
9.72KNew |
$1M - $1.1M
|
9.72K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.19K+ 109.94% |
$742K - $811K
|
13.7K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.11K+ 1.22% |
$632K - $690K
|
509K
$55.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.81K+ 62.83% |
$600K - $656K
|
15.1K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.5K+ 6.03% |
$568K - $621K
|
96.7K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.98KNew |
$515K - $562K
|
4.98K
$547K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.91K+ 65.8% |
$403K - $441K
|
9.84K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22KNew |
$332K - $363K
|
3.22K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.47K+ 36.18% |
$152K - $166K
|
5.54K
$608K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.2K+ 2.89% |
$124K - $136K
|
42.8K
$4.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
847+ 2.96% |
$87.5K - $95.6K
|
29.5K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
539+ 5.9% |
$55.7K - $60.8K
|
9.68K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
450+ 12.06% |
$46.5K - $50.8K
|
4.18K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
193+ 6.22% |
$19.9K - $21.8K
|
3.3K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50+ 0.09% |
$5.16K - $5.64K
|
56.9K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
17+ 0.35% |
$1.76K - $1.92K
|
4.86K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 0.41% |
$1.34K - $1.47K
|
3.17K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12New |
$1.24K - $1.35K
|
12
$1.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.18% |
$516 - $564
|
2.78K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.48% |
$310 - $339
|
628
$68.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.37% |
$207 - $226
|
541
$59.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.9% |
$103 - $113
|
112
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$103 - $113
|
2.54K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$103 - $113
|
458
$50.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1- -0.0% |
$103 - $113
|
21.8K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.16% |
$2.58K - $2.82K
|
16.1K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-72- 1.51% |
$7.44K - $8.13K
|
4.71K
$517K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-80- 0.82% |
$8.26K - $9.03K
|
9.67K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-96- 1.9% |
$9.92K - $10.8K
|
4.95K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-129- 4.59% |
$13.3K - $14.6K
|
2.68K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 4.81% |
$13.9K - $15.2K
|
2.67K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-165- 5.05% |
$17K - $18.6K
|
3.1K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-295- 8.63% |
$30.5K - $33.3K
|
3.13K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-324- 5.78% |
$33.5K - $36.6K
|
5.28K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-335- 3.16% |
$34.6K - $37.8K
|
10.3K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-540- 4.61% |
$55.8K - $61K
|
11.2K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-550- 50.0% |
$56.8K - $62.1K
|
550
$60.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-688- 7.19% |
$71.1K - $77.7K
|
8.88K
$974K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-850- 6.08% |
$87.8K - $95.9K
|
13.1K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 9.43% |
$110K - $120K
|
10.2K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.18K- 16.35% |
$122K - $134K
|
6.06K
$665K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.47K- 1.7% |
$256K - $279K
|
143K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.88K- 99.93% |
$298K - $326K
|
2
$219
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.59K- 40.54% |
$681K - $744K
|
9.67K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.6K- 10.86% |
$1.1M - $1.2M
|
87.2K
$9.57M
|