Latest Institutional Transactions on First Tr Large Cap Core Alphde (FEX)
This table provides information on the latest institutional transactions involving First Tr Large Cap Core Alphde (FEX) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
288KNew |
$29.7M - $32.5M
|
288K
$31.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
41+ 2.45% |
$4.23K - $4.63K
|
1.72K
$187K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-150- 0.7% |
$15.5K - $16.9K
|
21.3K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-100- 2.55% |
$10.3K - $11.3K
|
3.82K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-600- 2.64% |
$62K - $67.7K
|
22.2K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
155+ 0.25% |
$16K - $17.5K
|
63.4K
$6.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19K+ 49.38% |
$226K - $247K
|
6.62K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.74K+ 261.83% |
$283K - $310K
|
3.79K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.04% |
$620 - $677
|
13.4K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200- 2.84% |
$20.7K - $22.6K
|
6.83K
$745K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.19% |
$516 - $564
|
2.64K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-260- 10.12% |
$26.9K - $29.3K
|
2.31K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
14+ 0.4% |
$1.45K - $1.58K
|
3.56K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-101- 2.66% |
$10.4K - $11.4K
|
3.7K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-146- 4.43% |
$15.1K - $16.5K
|
3.15K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
18+ 0.42% |
$1.86K - $2.03K
|
4.33K
$473K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.11K- 50.21% |
$217K - $238K
|
2.09K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.72K- 1.83% |
$177K - $194K
|
92K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-782- 2.69% |
$80.8K - $88.3K
|
28.3K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-226- 2.46% |
$23.3K - $25.5K
|
8.96K
$978K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
154+ 0.56% |
$15.9K - $17.4K
|
27.5K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.19K- 0.72% |
$123K - $134K
|
163K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.98KNew |
$515K - $562K
|
4.98K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 0.41% |
$1.34K - $1.47K
|
3.17K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1- -0.0% |
$103 - $113
|
21.8K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.22% |
$620 - $677
|
2.68K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.37% |
$207 - $226
|
541
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-129- 4.59% |
$13.3K - $14.6K
|
2.68K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.16% |
$2.58K - $2.82K
|
16.1K
$1.75M
|
|
|
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 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-550- 50.0% |
$56.8K - $62.1K
|
550
$60K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-324- 5.78% |
$33.5K - $36.6K
|
5.28K
$576K
|
|
|
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
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.6K- 10.86% |
$1.1M - $1.2M
|
87.2K
$9.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.81K+ 62.83% |
$600K - $656K
|
15.1K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 9.43% |
$110K - $120K
|
10.2K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.48% |
$310 - $339
|
628
$68.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.59K- 40.54% |
$681K - $744K
|
9.67K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.47K- 1.7% |
$256K - $279K
|
143K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
9.72KNew |
$1M - $1.1M
|
9.72K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$103 - $113
|
458
$50K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.18% |
$516 - $564
|
2.78K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
847+ 2.96% |
$87.5K - $95.6K
|
29.5K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 4.81% |
$13.9K - $15.2K
|
2.67K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.5K+ 6.03% |
$568K - $621K
|
96.7K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.18K- 16.35% |
$122K - $134K
|
6.06K
$661K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12New |
$1.24K - $1.35K
|
12
$1.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50+ 0.09% |
$5.16K - $5.64K
|
56.9K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.88K- 99.93% |
$298K - $326K
|
2
$218
|