Latest Institutional Transactions on First Trust Europe Alphadex Fu (FEP)
This table provides information on the latest institutional transactions involving First Trust Europe Alphadex Fu (FEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.6K- 10.38% |
$92.1K - $99.9K
|
22.4K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-210- 66.25% |
$7.45K - $8.08K
|
107
$5.08K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-651KClosed |
$23.1M - $25.7M
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-94- 3.62% |
$3.33K - $3.71K
|
2.51K
$119K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
254New |
$9.01K - $10K
|
254
$12.1K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
561+ 6.97% |
$19.9K - $22.1K
|
8.61K
$409K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 1.62% |
$3.16K - $3.51K
|
5.39K
$256K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53+ 0.65% |
$1.88K - $2.09K
|
8.24K
$391K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.44K- 1.96% |
$51K - $56.7K
|
72K
$3.42M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-697- 1.7% |
$24.7K - $27.5K
|
40.3K
$1.91M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-138- 2.17% |
$4.89K - $5.44K
|
6.21K
$295K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.5K- 13.07% |
$53.2K - $59.2K
|
9.98K
$473K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-295- 43.07% |
$10.5K - $11.6K
|
390
$18.5K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-362- 78.87% |
$13.1K - $14.4K
|
97
$4.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
732+ 5.14% |
$26.5K - $29.2K
|
15K
$710K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 17.93% |
$8.14K - $8.97K
|
1.03K
$48.9K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.37K- 17.92% |
$85.5K - $94.3K
|
10.8K
$514K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
886New |
$32K - $35.3K
|
886
$42K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.19KNew |
$224K - $247K
|
6.19K
$294K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
505New |
$18.3K - $20.1K
|
505
$24K
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
860+ 12.96% |
$31.1K - $34.3K
|
7.49K
$356K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-105- 47.95% |
$3.8K - $4.19K
|
114
$5.41K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 5.88% |
$1.81K - $1.99K
|
800
$38K
|
|
Q1 2024 | |||||||
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 1.51% |
$208 - $227
|
392
$18.6K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16.3K+ 27.57% |
$566K - $617K
|
75.5K
$3.58M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54+ 0.71% |
$1.87K - $2.04K
|
7.65K
$363K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.7K+ 185.22% |
$858K - $935K
|
38.1K
$1.81M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.04K- 5.41% |
$70.7K - $77.1K
|
35.6K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-24.5K- 45.74% |
$851K - $928K
|
29.1K
$1.38M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-230- 71.65% |
$7.98K - $8.7K
|
91
$4.32K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-77- 5.45% |
$2.67K - $2.91K
|
1.34K
$63.4K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.75% |
$1.8K - $1.97K
|
6.94K
$330K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39New |
$1.35K - $1.47K
|
39
$1.85K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
59New |
$1.82K - $2.16K
|
59
$2.8K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 2.75% |
$35.8K - $42.4K
|
41K
$1.95M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-658- 97.92% |
$20.3K - $24.1K
|
14
$664
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500New |
$15.4K - $18.3K
|
500
$23.7K
|
|
Q3 2023 | |||||||
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-263- 18.75% |
$8.59K - $9.49K
|
1.14K
$54.1K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.7KNew |
$351K - $387K
|
10.7K
$509K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-728- 94.55% |
$23.8K - $26.3K
|
42
$1.99K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 30.67% |
$104K - $114K
|
7.16K
$340K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-121- 2.27% |
$3.95K - $4.37K
|
5.22K
$248K
|
|
Q2 2023 | |||||||
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.84KClosed |
$194K - $210K
|
0
$0
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
41.1KNew |
$1.37M - $1.48M
|
41.1K
$1.95M
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-16.7K- 3.1% |
$556K - $601K
|
522K
$24.8M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$217K - $234K
|
6.51K
$309K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
154New |
$5.12K - $5.53K
|
154
$7.31K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.7K+ 28.53% |
$56.7K - $61.2K
|
7.68K
$364K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
699New |
$23.3K - $25.1K
|
699
$33.2K
|
|
Q1 2023 | |||||||
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
472New |
$15.4K - $17.2K
|
472
$22.4K
|