Purchases and Sales Made in Q2 2023 in First Trust Europe Alphadex Fu (FEP)
This table provides information about the institutional ownership of First Trust Europe Alphadex Fu (FEP) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
234KNew |
$7.77M - $8.39M
|
234K
$8.4M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 7.36% |
$823K - $889K
|
361K
$13M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 4.33% |
$681K - $736K
|
494K
$17.8M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
13.2KNew |
$440K - $475K
|
13.2K
$476K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 4.19% |
$366K - $395K
|
273K
$9.83M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3KNew |
$342K - $369K
|
10.3K
$369K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.92K+ 119.6% |
$297K - $320K
|
16.4K
$589K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.18KNew |
$272K - $294K
|
8.18K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.54KNew |
$251K - $271K
|
7.54K
$271K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$217K - $234K
|
6.51K
$234K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.14KNew |
$204K - $220K
|
6.14K
$221K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.92K+ 10.99% |
$197K - $213K
|
59.8K
$2.15M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.13K+ 66.71% |
$171K - $184K
|
12.8K
$461K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.5K+ 9.37% |
$150K - $161K
|
52.5K
$1.89M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.19K+ 66.56% |
$139K - $151K
|
10.5K
$377K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.13K+ 2.1% |
$137K - $148K
|
201K
$7.22M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.99K+ 44.3% |
$99.4K - $107K
|
9.74K
$350K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.33K+ 2.23% |
$77.5K - $83.7K
|
107K
$3.84M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.26KNew |
$75.2K - $81.2K
|
2.26K
$81.3K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 10.13% |
$73.2K - $79.1K
|
23.9K
$860K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.11K+ 3.57% |
$70.3K - $75.9K
|
61.3K
$2.21M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.4% |
$70.1K - $75.6K
|
35K
$1.26M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.99K+ 23.81% |
$66.1K - $71.4K
|
10.3K
$372K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.96K+ 9.74% |
$65.1K - $70.3K
|
22K
$793K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.7K+ 28.53% |
$56.7K - $61.2K
|
7.68K
$276K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 23.01% |
$51.8K - $56K
|
8.33K
$300K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1K+ 180.86% |
$36.5K - $39.4K
|
1.7K
$61.2K
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.09K+ 12.61% |
$36.2K - $39K
|
9.71K
$349K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
984+ 2.65% |
$32.7K - $35.3K
|
38.1K
$1.37M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
699New |
$23.3K - $25.1K
|
699
$25.1K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
450+ 91.84% |
$15K - $16.2K
|
940
$33.8K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
424+ 1.19% |
$14.1K - $15.2K
|
36.1K
$1.3M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
301+ 3.27% |
$10K - $10.8K
|
9.5K
$342K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
247+ 1.3% |
$8.22K - $8.87K
|
19.2K
$690K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
205+ 1.2% |
$6.82K - $7.36K
|
17.3K
$621K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
174+ 14.39% |
$5.79K - $6.25K
|
1.38K
$49.7K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
154New |
$5.12K - $5.53K
|
154
$5.54K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
102+ 6.14% |
$3.39K - $3.66K
|
1.76K
$63.4K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
86+ 1.48% |
$2.86K - $3.09K
|
5.91K
$212K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62New |
$2.06K - $2.23K
|
62
$2.23K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 10.74% |
$1.83K - $1.98K
|
567
$20.4K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
48+ 0.57% |
$1.6K - $1.72K
|
8.42K
$303K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 2.64% |
$832 - $898
|
972
$35K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13+ 7.69% |
$433 - $467
|
182
$6.54K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.08% |
$166 - $180
|
6.67K
$240K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 2.38% |
$99.8 - $108
|
129
$4.64K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.09% |
$732 - $790
|
24.5K
$879K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 3.51% |
$932 - $1.01K
|
770
$27.7K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-59- 3.71% |
$1.96K - $2.12K
|
1.53K
$55.1K
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-130- 2.16% |
$4.33K - $4.67K
|
5.88K
$212K
|