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 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.2% |
$1.31K - $1.38K
|
7.17K
$765K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.04% |
$187 - $198
|
5.29K
$565K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-200- 4.65% |
$18.7K - $19.8K
|
4.1K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
36.8KNew |
$3.44M - $3.63M
|
36.8K
$3.92M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.75K- 15.7% |
$538K - $568K
|
30.9K
$3.29M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 0.5% |
$4.87K - $5.14K
|
10.3K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24- 0.44% |
$2.25K - $2.37K
|
5.47K
$583K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-617- 55.54% |
$57.8K - $61K
|
494
$52.7K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$954K - $1.01M
|
10.2K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-208- 13.38% |
$19.5K - $20.6K
|
1.35K
$144K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-281- 1.77% |
$26.3K - $27.8K
|
15.6K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.35K- 3.66% |
$688K - $726K
|
193K
$20.6M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.78K- 3.26% |
$166K - $175K
|
52.6K
$5.61M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15.2KClosed |
$1.42M - $1.5M
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.25K+ 22.34% |
$304K - $321K
|
17.8K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 24.03% |
$10.8M - $11.4M
|
595K
$63.4M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
300+ 4.88% |
$28.1K - $29.7K
|
6.45K
$688K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
402+ 1.67% |
$37.7K - $39.7K
|
24.5K
$2.61M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.59K- 3.3% |
$805K - $849K
|
252K
$26.8M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.1K- 44.56% |
$1.51M - $1.59M
|
20.1K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-104- 3.47% |
$9.74K - $10.3K
|
2.9K
$309K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
844+ 22.41% |
$79.1K - $83.4K
|
4.61K
$492K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-976- 4.59% |
$91.4K - $96.5K
|
20.3K
$2.17M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-634- 11.01% |
$59.4K - $62.7K
|
5.13K
$547K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.2K+ 72.21% |
$112K - $118K
|
2.85K
$304K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-643- 23.36% |
$60.2K - $63.6K
|
2.11K
$225K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-216- 2.34% |
$20.2K - $21.4K
|
9.01K
$961K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2- 0.06% |
$187 - $198
|
3.55K
$378K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 13.38% |
$123K - $129K
|
8.48K
$904K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-538- 3.53% |
$50.4K - $53.2K
|
14.7K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.03K- 2.46% |
$96.6K - $102K
|
40.9K
$4.36M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.52K- 52.67% |
$330K - $348K
|
3.16K
$337K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.5K+ 344.94% |
$3.61M - $3.81M
|
49.7K
$5.3M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 1.18% |
$4.31K - $4.55K
|
3.84K
$409K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-22- 1.0% |
$2.06K - $2.17K
|
2.18K
$232K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.65K+ 3115.09% |
$155K - $163K
|
1.7K
$182K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-596- 9.95% |
$55.8K - $58.9K
|
5.39K
$575K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.27% |
$750 - $791
|
2.99K
$319K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-232- 3.19% |
$21.7K - $22.9K
|
7.05K
$752K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-21- 0.6% |
$1.97K - $2.08K
|
3.5K
$373K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 38.63% |
$2.1M - $2.21M
|
80.4K
$8.57M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-221- 5.46% |
$20.7K - $21.8K
|
3.82K
$408K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-102- 14.07% |
$9.56K - $10.1K
|
623
$66.4K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.93K+ 1.61% |
$275K - $290K
|
185K
$19.7M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180New |
$16.9K - $17.8K
|
180
$19.2K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-172- 1.34% |
$16.1K - $17K
|
12.6K
$1.35M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.5K- 2.4% |
$1.83M - $1.93M
|
794K
$84.6M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-82- 2.16% |
$7.68K - $8.11K
|
3.71K
$396K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
178+ 1.24% |
$16.7K - $17.6K
|
14.5K
$1.55M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-845- 10.45% |
$79.2K - $83.5K
|
7.24K
$772K
|