Purchases and Sales Made in Q1 2024 in First Trust Europe Alphadex Fu (FEP)
This table provides information about the institutional ownership of First Trust Europe Alphadex Fu (FEP) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST EUROPE ALPHADEX FU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.7K+ 178.11% |
$2.56M - $2.79M
|
115K
$4.14M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 4.88% |
$1.05M - $1.14M
|
650K
$23.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.7K+ 185.22% |
$858K - $935K
|
38.1K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
19.6K+ 44.74% |
$681K - $743K
|
63.5K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16.3K+ 27.57% |
$566K - $617K
|
75.5K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 28.01% |
$478K - $521K
|
63K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 71.02% |
$453K - $494K
|
31.5K
$1.13M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 68.91% |
$445K - $485K
|
31.5K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.5KNew |
$330K - $359K
|
9.5K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.87KNew |
$238K - $260K
|
6.87K
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.63KNew |
$230K - $251K
|
6.63K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.54K+ 13.05% |
$192K - $209K
|
48K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.49KNew |
$190K - $207K
|
5.49K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.47K+ 7.1% |
$190K - $207K
|
82.5K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.99K+ 13.21% |
$104K - $113K
|
25.6K
$920K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.87K+ 7.78% |
$99.5K - $108K
|
39.7K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.35K+ 17.97% |
$81.6K - $89K
|
15.4K
$556K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.07K+ 11.4% |
$71.9K - $78.4K
|
20.3K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 29.76% |
$57.8K - $63K
|
7.27K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 4.42% |
$54.1K - $59K
|
36.9K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 20.86% |
$46K - $50.1K
|
7.68K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 4.21% |
$45.3K - $49.4K
|
32.3K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.2K+ 7.23% |
$41.5K - $45.3K
|
17.8K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 5.0% |
$38.3K - $41.8K
|
23.2K
$835K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
880+ 3.4% |
$30.5K - $33.3K
|
26.8K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
296+ 10.92% |
$10.3K - $11.2K
|
3.01K
$108K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
220+ 5.46% |
$7.63K - $8.32K
|
4.25K
$153K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
89+ 0.47% |
$3.09K - $3.37K
|
19.2K
$690K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
78+ 4.03% |
$2.71K - $2.95K
|
2.01K
$72.4K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
72+ 0.05% |
$2.5K - $2.72K
|
153K
$5.51M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
69+ 24.3% |
$2.39K - $2.61K
|
353
$12.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
56+ 0.38% |
$1.94K - $2.12K
|
14.9K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54+ 0.71% |
$1.87K - $2.04K
|
7.65K
$275K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 0.83% |
$1.84K - $2K
|
6.41K
$231K
|
|
|
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
$1.4K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
33+ 0.37% |
$1.14K - $1.25K
|
9.05K
$326K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 1.52% |
$173 - $189
|
335
$12K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.04% |
$139 - $151
|
10.5K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.01% |
$69.4 - $75.6
|
14.2K
$512K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.72% |
$69.4 - $75.6
|
281
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.77% |
$34.7 - $37.8
|
131
$4.71K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4- 0.21% |
$139 - $151
|
1.88K
$67.5K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 1.51% |
$208 - $227
|
392
$14.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-9- 0.16% |
$312 - $340
|
5.59K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30- 2.3% |
$1.04K - $1.13K
|
1.28K
$45.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 4.49% |
$1.39K - $1.51K
|
850
$30.6K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-76- 0.75% |
$2.64K - $2.87K
|
10.1K
$363K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-77- 5.45% |
$2.67K - $2.91K
|
1.34K
$48K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-93- 0.53% |
$3.23K - $3.52K
|
17.5K
$630K
|