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 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 1.21% |
$4.97K - $5.24K
|
4.34K
$463K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 15.29% |
$2.25K - $2.37K
|
133
$14.2K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$119K - $126K
|
1.27K
$136K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.26K+ 5.49% |
$306K - $322K
|
62.7K
$6.69M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-388- 4.54% |
$36.4K - $38.4K
|
8.16K
$870K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 1.15% |
$107K - $113K
|
98.2K
$10.5M
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.27KNew |
$494K - $521K
|
5.27K
$562K
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 4.09% |
$28.1K - $29.7K
|
7.03K
$750K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.55KNew |
$613K - $647K
|
6.55K
$698K
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.56KNew |
$334K - $352K
|
3.56K
$380K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.88K+ 11.79% |
$176K - $185K
|
17.8K
$1.9M
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-72- 1.88% |
$6.75K - $7.12K
|
3.75K
$400K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.19K- 12.08% |
$111K - $117K
|
8.64K
$921K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 5.45% |
$17K - $17.9K
|
3.14K
$335K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-153- 0.55% |
$14.3K - $15.1K
|
27.4K
$2.92M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-794- 1.39% |
$74.4K - $78.5K
|
56.4K
$6.01M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.72KNew |
$161K - $170K
|
1.72K
$183K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.2KNew |
$206K - $218K
|
2.2K
$235K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149- 1.14% |
$14K - $14.7K
|
12.9K
$1.37M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$9.37K - $9.89K
|
100
$10.7K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-593- 8.52% |
$55.6K - $58.6K
|
6.37K
$679K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
314+ 0.32% |
$29.4K - $31K
|
98.6K
$10.5M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.85K+ 5.14% |
$360K - $380K
|
78.7K
$8.39M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.14K- 10.14% |
$107K - $113K
|
10.1K
$1.08M
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
86+ 3.77% |
$8.06K - $8.5K
|
2.37K
$253K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.01% |
$187 - $198
|
15.5K
$1.65M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-348- 5.84% |
$32.6K - $34.4K
|
5.62K
$599K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.84KNew |
$359K - $379K
|
3.84K
$409K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 3.27% |
$1.44M - $1.52M
|
486K
$51.9M
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
26+ 0.26% |
$2.44K - $2.57K
|
10K
$1.07M
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-548- 2.52% |
$51.3K - $54.2K
|
21.2K
$2.26M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-74- 1.97% |
$6.93K - $7.31K
|
3.69K
$394K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$93.7 - $98.9
|
2.6K
$277K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-519- 5.06% |
$48.6K - $51.3K
|
9.73K
$1.04M
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$281 - $297
|
2.77K
$295K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$271K - $286K
|
2.9K
$309K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
78New |
$7.31K - $7.71K
|
78
$8.32K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-116- 0.17% |
$10.9K - $11.5K
|
66.9K
$7.13M
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-5.19K- 34.72% |
$486K - $513K
|
9.75K
$1.04M
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$308K - $325K
|
3.28K
$350K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-101- 0.07% |
$9.46K - $9.98K
|
145K
$15.4M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 4.08% |
$9.84K - $10.4K
|
2.47K
$263K
|
|
Q1 2024 | |||||||
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-124- 3.05% |
$11K - $12.3K
|
3.94K
$420K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
144+ 2.56% |
$12.7K - $14.3K
|
5.76K
$615K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.91% |
$88.4 - $99.2
|
111
$11.8K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 1.28% |
$619 - $695
|
538
$57.4K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 32.32% |
$4.69K - $5.26K
|
111
$11.8K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$223K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
268+ 5.92% |
$23.7K - $26.6K
|
4.8K
$511K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.61K+ 14.57% |
$142K - $159K
|
12.6K
$1.35M
|