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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.03KNew |
$183K - $224K
|
2.03K
$236K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.1K+ 38.39% |
$5.69M - $6.94M
|
228K
$26.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-870- 7.28% |
$78.4K - $95.7K
|
11.1K
$1.29M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
879+ 16.58% |
$79.3K - $96.7K
|
6.18K
$718K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
14.2KNew |
$1.28M - $1.56M
|
14.2K
$1.65M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 3.94% |
$9.02K - $11K
|
2.44K
$283K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.2K- 1.62% |
$1.73M - $2.11M
|
1.16M
$135M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.8K- 5.02% |
$2.42M - $2.95M
|
507K
$58.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.08K- 88.98% |
$368K - $448K
|
505
$58.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-3.22K- 21.08% |
$291K - $354K
|
12.1K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 0.42% |
$1.44K - $1.76K
|
3.78K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
115+ 1.03% |
$10.4K - $12.6K
|
11.3K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 21.89% |
$116K - $141K
|
4.57K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-56- 2.23% |
$5.05K - $6.16K
|
2.45K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-50- 1.48% |
$4.51K - $5.5K
|
3.32K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-538- 5.83% |
$48.5K - $59.2K
|
8.69K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 27.49% |
$122K - $149K
|
6.28K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 8.21% |
$1.59M - $1.94M
|
197K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.9KNew |
$1.44M - $1.75M
|
15.9K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.6K+ 138.9% |
$2.75M - $3.36M
|
52.5K
$6.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-23- 14.56% |
$2.07K - $2.53K
|
135
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.1K+ 21.49% |
$2.53M - $3.09M
|
159K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.48K- 25.12% |
$404K - $492K
|
13.3K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.29K+ 64.59% |
$386K - $471K
|
10.9K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 5.13% |
$116K - $142K
|
23.8K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.3K- 5.85% |
$1.56M - $1.91M
|
279K
$32.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
475New |
$42.8K - $52.2K
|
475
$55.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-672- 1.06% |
$60.6K - $73.9K
|
62.8K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
751+ 4.87% |
$67.7K - $82.6K
|
16.2K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
120New |
$10.8K - $13.2K
|
120
$13.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16.4K- 50.8% |
$1.48M - $1.8M
|
15.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70New |
$6.31K - $7.7K
|
70
$8.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
736+ 4.28% |
$66.4K - $80.9K
|
17.9K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.5KNew |
$2.66M - $3.25M
|
29.5K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 1.48% |
$13.5K - $16.5K
|
9.97K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-226- 3.52% |
$20.4K - $24.9K
|
6.19K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46- 1.17% |
$4.15K - $5.06K
|
3.9K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-544- 4.48% |
$49.1K - $59.8K
|
11.6K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.6K+ 4.88% |
$953K - $1.16M
|
227K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-21.8K- 42.96% |
$1.96M - $2.39M
|
28.9K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.15% |
$361 - $440
|
2.74K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$90.2 - $110
|
2.96K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
715+ 11.04% |
$64.5K - $78.6K
|
7.19K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.24% |
$902 - $1.1K
|
4.12K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.03K- 2.07% |
$92.7K - $113K
|
48.6K
$5.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.22K- 3.23% |
$200K - $244K
|
66.6K
$7.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.18% |
$1.17K - $1.43K
|
7.24K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$180 - $220
|
4.25K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.8K+ 57.84% |
$1.69M - $2.06M
|
51.2K
$5.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-495- 2.17% |
$44.6K - $54.4K
|
22.3K
$2.59M
|