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 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.38% |
$930 - $1.02K
|
2.36K
$243K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.54K- 2.32% |
$159K - $174K
|
65K
$6.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.09KNew |
$423K - $462K
|
4.09K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.7K+ 4.82% |
$485K - $530K
|
102K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
137+ 0.17% |
$14.2K - $15.5K
|
82.1K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.83KNew |
$808K - $883K
|
7.83K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.09K+ 41.5% |
$320K - $349K
|
10.6K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.74KNew |
$180K - $196K
|
1.74K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.79K- 2.08% |
$495K - $541K
|
225K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-682- 1.09% |
$70.4K - $77K
|
61.9K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-429- 2.99% |
$44.3K - $48.4K
|
13.9K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$413 - $452
|
4.24K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 184.18% |
$2.04M - $2.23M
|
30.5K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 17.78% |
$130K - $143K
|
5.84K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.4K+ 51.99% |
$764K - $835K
|
21.6K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
685+ 6.41% |
$70.8K - $77.3K
|
11.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 5.92% |
$1.44M - $1.57M
|
221K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
82.1KNew |
$8.48M - $9.27M
|
82.1K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.09K- 44.77% |
$629K - $688K
|
7.52K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.25K+ 35.32% |
$438K - $479K
|
16.3K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.21K- 43.23% |
$228K - $249K
|
2.9K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 16.45% |
$17.5M - $19.1M
|
1.2M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.88KNew |
$297K - $325K
|
2.88K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11K+ 252.16% |
$1.14M - $1.25M
|
15.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6+ 0.05% |
$620 - $677
|
12.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.28K- 5.2% |
$132K - $144K
|
23.3K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.96K- 7.89% |
$409K - $447K
|
46.2K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.31% |
$2.27K - $2.48K
|
7.21K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 8.4% |
$1.27M - $1.39M
|
134K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
220+ 4.28% |
$22.7K - $24.8K
|
5.37K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6- 0.1% |
$620 - $677
|
5.72K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.93KNew |
$303K - $331K
|
2.93K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
178New |
$18.4K - $20.1K
|
178
$18.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-109- 4.17% |
$11.3K - $12.3K
|
2.51K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
12+ 0.43% |
$1.24K - $1.35K
|
2.78K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12+ 0.09% |
$1.24K - $1.35K
|
13.6K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
57+ 1.04% |
$5.89K - $6.43K
|
5.52K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 3.38% |
$3.82K - $4.18K
|
1.06K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.7K- 35.48% |
$279K - $305K
|
4.92K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 2.94% |
$20.7K - $22.6K
|
6.6K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-133- 2.12% |
$13.7K - $15K
|
6.14K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 1040.64% |
$304K - $332K
|
3.23K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.35KNew |
$243K - $266K
|
2.35K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-904- 1.0% |
$93.4K - $102K
|
89.1K
$9.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
200+ 4.88% |
$20.7K - $22.6K
|
4.3K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-259- 1.93% |
$26.8K - $29.2K
|
13.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-160- 4.07% |
$16.5K - $18.1K
|
3.77K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.03K- 28.74% |
$106K - $116K
|
2.54K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-331- 3.26% |
$34.2K - $37.4K
|
9.84K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.45K- 4.63% |
$253K - $276K
|
50.3K
$5.19M
|