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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.7K- 35.48% |
$279K - $305K
|
4.92K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 2.94% |
$20.7K - $22.6K
|
6.6K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12+ 0.09% |
$1.24K - $1.35K
|
13.6K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
325New |
$33.6K - $36.7K
|
325
$33.6K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-665Closed |
$68.7K - $75.1K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.37% |
$103 - $113
|
273
$28.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78+ 134.48% |
$8.06K - $8.8K
|
136
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-684- 5.12% |
$70.7K - $77.2K
|
12.7K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
150KNew |
$15.5M - $17M
|
150K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 14.15% |
$144K - $158K
|
11.3K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.22% |
$1.96K - $2.14K
|
8.47K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.57K+ 100.0% |
$472K - $516K
|
9.15K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-161- 0.27% |
$16.6K - $18.2K
|
58.7K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05K+ 3000.0% |
$108K - $119K
|
1.09K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-340- 0.07% |
$35.1K - $38.4K
|
469K
$48.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.4% |
$1.24K - $1.35K
|
3.01K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
12.1KNew |
$1.25M - $1.37M
|
12.1K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.3KNew |
$341K - $373K
|
3.3K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10K- 23.66% |
$1.03M - $1.13M
|
32.3K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.22% |
$620 - $677
|
2.73K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-261- 7.04% |
$27K - $29.5K
|
3.44K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-230- 4.91% |
$23.8K - $26K
|
4.46K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 21.03% |
$17.2M - $18.8M
|
957K
$98.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$413 - $452
|
4.3K
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
16.1KNew |
$1.66M - $1.81M
|
16.1K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.84KNew |
$707K - $773K
|
6.84K
$707K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.24K- 1.25% |
$231K - $253K
|
177K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 0.5% |
$106K - $116K
|
208K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
612+ 3.33% |
$63.2K - $69.1K
|
19K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-22- 0.7% |
$2.27K - $2.48K
|
3.14K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
754+ 7.95% |
$77.9K - $85.1K
|
10.2K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.55K- 29.24% |
$470K - $514K
|
11K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 78.03% |
$1.21M - $1.32M
|
3.3K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-176- 2.2% |
$18.2K - $19.9K
|
7.82K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$103 - $113
|
245
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43- 1.97% |
$4.44K - $4.85K
|
2.14K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.1% |
$413 - $452
|
3.85K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.24KNew |
$335K - $366K
|
3.24K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 7.83% |
$164K - $179K
|
18.7K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
225New |
$23.2K - $25.4K
|
225
$23.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.15K- 4.62% |
$842K - $920K
|
168K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-600- 2.64% |
$62K - $67.7K
|
22.2K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-100- 2.55% |
$10.3K - $11.3K
|
3.82K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-150- 0.7% |
$15.5K - $16.9K
|
21.3K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.96KNew |
$306K - $335K
|
2.96K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
41+ 2.45% |
$4.23K - $4.63K
|
1.72K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
288KNew |
$29.7M - $32.5M
|
288K
$29.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.74K+ 261.83% |
$283K - $310K
|
3.79K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19K+ 49.38% |
$226K - $247K
|
6.62K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
155+ 0.25% |
$16K - $17.5K
|
63.4K
$6.55M
|