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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.72K+ 5.84% |
$336K - $409K
|
67.5K
$7.57M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
14.6KNew |
$1.32M - $1.61M
|
14.6K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 10.91% |
$5.41K - $6.6K
|
490
$54.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.08K+ 7.18% |
$187K - $228K
|
31K
$3.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-67- 2.03% |
$6.04K - $7.37K
|
3.23K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-59- 0.27% |
$5.32K - $6.49K
|
21.7K
$2.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.05K- 70.33% |
$365K - $445K
|
1.71K
$191K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 2.69% |
$5.86K - $7.15K
|
2.35K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.86K+ 1.76% |
$258K - $314K
|
165K
$18.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.9K- 22.71% |
$261K - $319K
|
9.86K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-297- 54.7% |
$26.8K - $32.7K
|
246
$27.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-22- 0.62% |
$1.98K - $2.42K
|
3.55K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.35K - $1.65K
|
6.65K
$745K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.26K+ 1.41% |
$655K - $798K
|
523K
$58.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-386- 9.99% |
$34.8K - $42.4K
|
3.48K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 1.09% |
$5.59K - $6.82K
|
5.74K
$644K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.78K
$312K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$1.71K - $2.09K
|
19
$2.13K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 4.16% |
$8.75K - $10.7K
|
2.24K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21+ 0.24% |
$1.89K - $2.31K
|
8.68K
$973K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-63- 0.57% |
$5.68K - $6.93K
|
11.1K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.01K- 3.48% |
$452K - $551K
|
139K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 0.67% |
$9.74K - $11.9K
|
15.9K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
454+ 0.55% |
$40.9K - $49.9K
|
83K
$9.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-56- 0.25% |
$5.05K - $6.16K
|
22.1K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 3.23% |
$8.39K - $10.2K
|
2.97K
$333K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4+ 0.1% |
$361 - $440
|
4.04K
$452K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-870- 18.92% |
$78.4K - $95.7K
|
3.73K
$418K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-180- 1.97% |
$16.2K - $19.8K
|
8.96K
$1M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-50- 1.73% |
$4.96K - $5.49K
|
2.84K
$319K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.33K+ 56.12% |
$231K - $256K
|
6.48K
$726K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-944- 5.11% |
$93.7K - $104K
|
17.5K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
123+ 2.15% |
$12.2K - $13.5K
|
5.84K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-238- 2.09% |
$23.6K - $26.2K
|
11.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-224- 4.06% |
$22.2K - $24.6K
|
5.3K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.19% |
$1.09K - $1.21K
|
5.85K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.04K+ 80.21% |
$202K - $224K
|
4.58K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
372+ 1.72% |
$36.9K - $40.9K
|
22K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.22% |
$1.09K - $1.21K
|
4.93K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.07% |
$695 - $769
|
10.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.7K- 3.86% |
$863K - $956K
|
216K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.8K- 1.24% |
$1.47M - $1.63M
|
1.18M
$133M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29.6K- 47.86% |
$2.94M - $3.25M
|
32.3K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$298 - $330
|
4.3K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.1K+ 374.91% |
$2M - $2.21M
|
25.5K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$341K - $378K
|
3.44K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.15% |
$397 - $440
|
2.73K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
171+ 4.54% |
$17K - $18.8K
|
3.94K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.66K- 2.73% |
$363K - $402K
|
131K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.22% |
$1.59K - $1.76K
|
7.23K
$810K
|
|