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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.14K+ 7.05% |
$102K - $125K
|
17.2K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-171K- 65.9% |
$15.4M - $18.8M
|
88.5K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-764- 1.34% |
$68.9K - $84K
|
56K
$6.51M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 1.88% |
$45.1K - $55K
|
26.1K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 3.47% |
$335K - $408K
|
103K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.18% |
$361 - $440
|
2.29K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-306- 3.02% |
$27.6K - $33.6K
|
9.84K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-146K- 88.52% |
$13.2M - $16M
|
18.9K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$180 - $220
|
4.3K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-341- 0.61% |
$30.7K - $37.5K
|
55.8K
$6.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.73K+ 27.62% |
$246K - $300K
|
12.6K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9+ 0.28% |
$812 - $990
|
3.26K
$379K
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-250- 8.06% |
$22.5K - $27.5K
|
2.85K
$331K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62- 1.26% |
$5.59K - $6.82K
|
4.85K
$563K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-70- 0.73% |
$6.31K - $7.7K
|
9.46K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.18K- 66.23% |
$467K - $570K
|
2.64K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$90.2 - $110
|
461
$53.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$90.2 - $110
|
275
$31.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-85- 1.95% |
$7.66K - $9.35K
|
4.28K
$497K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
300+ 15.11% |
$27.1K - $33K
|
2.29K
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-174- 4.16% |
$15.7K - $19.1K
|
4.01K
$465K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
129New |
$11.6K - $14.2K
|
129
$15K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.64K
$307K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.72K+ 5.84% |
$336K - $409K
|
67.5K
$7.85M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
14.6KNew |
$1.32M - $1.61M
|
14.6K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 10.91% |
$5.41K - $6.6K
|
490
$56.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-67- 2.03% |
$6.04K - $7.37K
|
3.23K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-59- 0.27% |
$5.32K - $6.49K
|
21.7K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.08K+ 7.18% |
$187K - $228K
|
31K
$3.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.05K- 70.33% |
$365K - $445K
|
1.71K
$198K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 2.69% |
$5.86K - $7.15K
|
2.35K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.9K- 22.71% |
$261K - $319K
|
9.86K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.86K+ 1.76% |
$258K - $314K
|
165K
$19.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.26K+ 1.41% |
$655K - $798K
|
523K
$60.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-297- 54.7% |
$26.8K - $32.7K
|
246
$28.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-22- 0.62% |
$1.98K - $2.42K
|
3.55K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-386- 9.99% |
$34.8K - $42.4K
|
3.48K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.35K - $1.65K
|
6.65K
$772K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 1.09% |
$5.59K - $6.82K
|
5.74K
$667K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.78K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$1.71K - $2.09K
|
19
$2.21K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 4.16% |
$8.75K - $10.7K
|
2.24K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21+ 0.24% |
$1.89K - $2.31K
|
8.68K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-63- 0.57% |
$5.68K - $6.93K
|
11.1K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.01K- 3.48% |
$452K - $551K
|
139K
$16.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 0.67% |
$9.74K - $11.9K
|
15.9K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-56- 0.25% |
$5.05K - $6.16K
|
22.1K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
454+ 0.55% |
$40.9K - $49.9K
|
83K
$9.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 3.23% |
$8.39K - $10.2K
|
2.97K
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4+ 0.1% |
$361 - $440
|
4.04K
$469K
|