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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16.3K+ 27.57% |
$566K - $617K
|
75.5K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-24.5K- 45.74% |
$851K - $928K
|
29.1K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.04K- 5.41% |
$70.7K - $77.1K
|
35.6K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.7K+ 185.22% |
$858K - $935K
|
38.1K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-230- 71.65% |
$7.98K - $8.7K
|
91
$3.28K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-77- 5.45% |
$2.67K - $2.91K
|
1.34K
$48.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.75% |
$1.8K - $1.97K
|
6.94K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39New |
$1.35K - $1.47K
|
39
$1.41K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
59New |
$1.82K - $2.16K
|
59
$2.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 2.75% |
$35.8K - $42.4K
|
41K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-658- 97.92% |
$20.3K - $24.1K
|
14
$505
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500New |
$15.4K - $18.3K
|
500
$18K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.36K- 53.23% |
$72.9K - $86.4K
|
2.08K
$74.8K
|
|
| Q3 2023 | |||||||
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-263- 18.75% |
$8.59K - $9.49K
|
1.14K
$41.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-80- 0.98% |
$2.61K - $2.89K
|
8.1K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.7KNew |
$351K - $387K
|
10.7K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-728- 94.55% |
$23.8K - $26.3K
|
42
$1.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 30.67% |
$104K - $114K
|
7.16K
$258K
|
|
|
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
$188K
|
|
| 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
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-16.7K- 3.1% |
$556K - $601K
|
522K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$217K - $234K
|
6.51K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
154New |
$5.12K - $5.53K
|
154
$5.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.7K+ 28.53% |
$56.7K - $61.2K
|
7.68K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
699New |
$23.3K - $25.1K
|
699
$25.2K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
472New |
$15.4K - $17.2K
|
472
$17K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29New |
$945 - $1.05K
|
29
$1.05K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-506- 44.62% |
$16.5K - $18.4K
|
628
$22.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-444- 76.95% |
$14.5K - $16.1K
|
133
$4.79K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
245New |
$7.98K - $8.91K
|
245
$8.83K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44.6KNew |
$1.45M - $1.62M
|
44.6K
$1.61M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-667- 3.28% |
$21.7K - $24.3K
|
19.6K
$708K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-188- 2.73% |
$6.13K - $6.84K
|
6.7K
$241K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
95+ 1.47% |
$3.1K - $3.46K
|
6.55K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.32KNew |
$173K - $193K
|
5.32K
$192K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-334- 5.25% |
$10.9K - $12.1K
|
6.03K
$217K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20.4KNew |
$666K - $743K
|
20.4K
$737K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113New |
$2.97K - $3.71K
|
113
$4.07K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 84.34% |
$26.9K - $33.6K
|
2.24K
$80.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.93KNew |
$182K - $228K
|
6.93K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14- 0.97% |
$368 - $460
|
1.43K
$51.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-22- 0.22% |
$578 - $723
|
9.82K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-307K- 96.22% |
$8.06M - $10.1M
|
12K
$434K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-4.55K- 41.77% |
$119K - $150K
|
6.34K
$229K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.64% |
$314 - $395
|
1.88K
$67.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-75- 0.54% |
$1.96K - $2.47K
|
13.8K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 3.77% |
$732 - $923
|
714
$25.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-187- 2.37% |
$4.89K - $6.16K
|
7.69K
$277K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
753New |
$19.7K - $24.8K
|
753
$27.1K
|
|