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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
244New |
$22K - $26.8K
|
244
$28.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-71- 0.55% |
$6.4K - $7.81K
|
12.8K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.92KNew |
$354K - $431K
|
3.92K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
353+ 2.78% |
$31.8K - $38.8K
|
13.1K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.35K+ 81.86% |
$302K - $368K
|
7.44K
$864K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.31% |
$1.44K - $1.76K
|
5.12K
$595K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.54K- 54.27% |
$410K - $499K
|
3.83K
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$361 - $440
|
3.46K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 1.27% |
$1.12M - $1.36M
|
986K
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.7KNew |
$2.13M - $2.6M
|
23.7K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.02KNew |
$182K - $222K
|
2.02K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.04K+ 2.22% |
$184K - $225K
|
94K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-224- 1.22% |
$20.2K - $24.6K
|
18.1K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-128- 4.07% |
$11.5K - $14.1K
|
3.01K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
100New |
$9.02K - $11K
|
100
$11.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.23% |
$631 - $770
|
3.03K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.04% |
$180 - $220
|
5.11K
$594K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-337- 9.93% |
$30.4K - $37.1K
|
3.06K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.53K- 3.33% |
$228K - $278K
|
73.6K
$8.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.3K- 40.59% |
$933K - $1.14M
|
15.1K
$1.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
173+ 0.43% |
$15.6K - $19K
|
40.2K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4K+ 24.27% |
$1.93M - $2.35M
|
109K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-73- 2.73% |
$6.58K - $8.03K
|
2.6K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-65- 3.11% |
$5.86K - $7.15K
|
2.02K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
82+ 2.17% |
$7.39K - $9.02K
|
3.87K
$449K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-188- 7.06% |
$17K - $20.7K
|
2.48K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-298- 2.97% |
$26.9K - $32.8K
|
9.75K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.07% |
$361 - $440
|
5.9K
$686K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-486- 3.56% |
$43.8K - $53.4K
|
13.2K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.84K+ 0.86% |
$166K - $202K
|
216K
$25.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-72- 1.23% |
$6.49K - $7.92K
|
5.77K
$671K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11- 0.21% |
$992 - $1.21K
|
5.27K
$613K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.14KNew |
$283K - $345K
|
3.14K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
150New |
$13.5K - $16.5K
|
150
$17.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-413- 2.83% |
$37.2K - $45.4K
|
14.2K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
640+ 13.18% |
$57.7K - $70.4K
|
5.5K
$639K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
98+ 0.93% |
$8.84K - $10.8K
|
10.6K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 0.49% |
$1.53K - $1.87K
|
3.48K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
306New |
$27.6K - $33.6K
|
306
$35.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-625- 11.52% |
$56.4K - $68.7K
|
4.8K
$557K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.41K+ 0.76% |
$127K - $155K
|
185K
$21.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-254- 40.32% |
$22.9K - $27.9K
|
376
$43.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.88KNew |
$170K - $207K
|
1.88K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-141- 9.78% |
$12.7K - $15.5K
|
1.3K
$151K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
306New |
$27.6K - $33.6K
|
306
$35.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 58.61% |
$139K - $170K
|
1.09K
$127K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
37+ 0.21% |
$3.34K - $4.07K
|
17.8K
$2.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.98KNew |
$179K - $218K
|
1.98K
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.17KNew |
$195K - $238K
|
2.17K
$252K
|