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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-899- 15.66% |
$84.7K - $93.6K
|
4.84K
$516K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 1.34% |
$258K - $286K
|
207K
$22.1M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.44% |
$188 - $208
|
457
$48.7K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142+ 4.94% |
$13.4K - $14.8K
|
3.02K
$322K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 8.54% |
$1.46M - $1.61M
|
166K
$17.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.57K+ 2.97% |
$431K - $476K
|
159K
$16.9M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-212- 6.4% |
$20K - $22.1K
|
3.1K
$331K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29+ 0.26% |
$2.73K - $3.02K
|
11.3K
$1.2M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.02K+ 2.52% |
$96.2K - $106K
|
41.6K
$4.43M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.06K+ 96.62% |
$194K - $215K
|
4.19K
$447K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.04% |
$377 - $417
|
10.2K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-539- 4.4% |
$50.8K - $56.1K
|
11.7K
$1.25M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 5.2% |
$18.9K - $20.9K
|
4.07K
$434K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.22% |
$471 - $521
|
2.27K
$243K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 2.14% |
$5.94K - $6.56K
|
2.89K
$308K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-705- 20.09% |
$66.4K - $73.4K
|
2.8K
$299K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05KNew |
$193K - $213K
|
2.05K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.11K- 30.6% |
$199K - $220K
|
4.78K
$510K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
21.8KNew |
$2.05M - $2.27M
|
21.8K
$2.32M
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.35% |
$1.04K - $1.15K
|
3.16K
$337K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-815- 3.46% |
$76.8K - $84.9K
|
22.8K
$2.43M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.46KNew |
$702K - $777K
|
7.46K
$795K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 30.23% |
$210K - $232K
|
5.15K
$549K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 4.03% |
$4.33K - $4.79K
|
1.1K
$117K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-715- 14.09% |
$67.4K - $74.5K
|
4.36K
$465K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.33% |
$848 - $938
|
2.72K
$290K
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.09% |
$283 - $313
|
3.25K
$347K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.9K- 3.42% |
$3.37M - $3.55M
|
1.02M
$108M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.15% |
$1.87K - $1.98K
|
13.8K
$1.47M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-157- 0.54% |
$14.7K - $15.5K
|
28.7K
$3.06M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.37K+ 9.01% |
$785K - $828K
|
101K
$10.8M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5- -0.0% |
$468 - $494
|
165K
$17.5M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
22.8KNew |
$2.14M - $2.25M
|
22.8K
$2.43M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.03% |
$375 - $395
|
13.1K
$1.4M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.3K+ 2.82% |
$122K - $128K
|
47.4K
$5.06M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.4K+ 57.43% |
$2.19M - $2.31M
|
64.2K
$6.84M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-521- 6.38% |
$48.8K - $51.5K
|
7.65K
$816K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
115+ 1.09% |
$10.8K - $11.4K
|
10.7K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.57K+ 3.4% |
$710K - $749K
|
230K
$24.6M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.85KNew |
$360K - $380K
|
3.85K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$6.37K - $6.72K
|
68
$7.25K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
511+ 17.27% |
$47.9K - $50.5K
|
3.47K
$370K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
194New |
$18.2K - $19.2K
|
194
$20.7K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$281 - $297
|
4.24K
$452K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.18% |
$1.03K - $1.09K
|
5.96K
$636K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-545- 4.95% |
$51.1K - $53.9K
|
10.5K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.24K+ 2.15% |
$304K - $320K
|
154K
$16.4M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10K- 5.4% |
$938K - $990K
|
175K
$18.7M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-434- 8.31% |
$40.7K - $42.9K
|
4.79K
$511K
|