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 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-870- 18.92% |
$78.4K - $95.7K
|
3.73K
$433K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-180- 1.97% |
$16.2K - $19.8K
|
8.96K
$1.04M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-50- 1.73% |
$4.96K - $5.49K
|
2.84K
$330K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-944- 5.11% |
$93.7K - $104K
|
17.5K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$341K - $378K
|
3.44K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.07% |
$695 - $769
|
10.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
29.5K+ 430.76% |
$2.93M - $3.24M
|
36.3K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-484- 6.44% |
$48K - $53.2K
|
7.03K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.57K- 50.0% |
$454K - $503K
|
4.57K
$531K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.32KNew |
$330K - $365K
|
3.32K
$386K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 2.39% |
$4.96K - $5.49K
|
2.04K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 12.69% |
$159K - $176K
|
11K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 8.09% |
$112K - $124K
|
12.8K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-80- 0.73% |
$7.94K - $8.79K
|
10.9K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-830- 28.33% |
$82.4K - $91.2K
|
2.1K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 7.57% |
$49.6K - $54.9K
|
6.1K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-619- 5.49% |
$61.4K - $68K
|
10.6K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-288- 10.02% |
$28.6K - $31.6K
|
2.59K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-253- 3.23% |
$25.1K - $27.8K
|
7.57K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.4KNew |
$238K - $264K
|
2.4K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
411New |
$40.8K - $45.2K
|
411
$47.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$99.3 - $110
|
246
$28.6K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-897- 38.11% |
$89K - $98.6K
|
1.46K
$169K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-52- 1.94% |
$5.16K - $5.71K
|
2.63K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-98- 2.65% |
$9.73K - $10.8K
|
3.6K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.75% |
$99.3 - $110
|
135
$15.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-503- 20.15% |
$49.9K - $55.3K
|
1.99K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.94K+ 91.45% |
$292K - $323K
|
6.16K
$715K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-490- 12.83% |
$48.6K - $53.8K
|
3.33K
$387K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$99.3 - $110
|
12.1K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
123New |
$12.2K - $13.5K
|
123
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
11.7KNew |
$1.16M - $1.28M
|
11.7K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.52% |
$7.45K - $8.24K
|
4.87K
$566K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-158- 0.37% |
$15.7K - $17.4K
|
42.6K
$4.95M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5- 0.06% |
$516 - $564
|
7.83K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.21K- 43.23% |
$228K - $249K
|
2.9K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
82.1KNew |
$8.48M - $9.27M
|
82.1K
$9.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.74KNew |
$180K - $196K
|
1.74K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
200+ 4.88% |
$20.7K - $22.6K
|
4.3K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
178New |
$18.4K - $20.1K
|
178
$20.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 1040.64% |
$304K - $332K
|
3.23K
$375K
|
|
|
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
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78+ 134.48% |
$8.06K - $8.8K
|
136
$15.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
325New |
$33.6K - $36.7K
|
325
$37.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.3KNew |
$341K - $373K
|
3.3K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 78.03% |
$1.21M - $1.32M
|
3.3K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
225New |
$23.2K - $25.4K
|
225
$26.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43- 1.97% |
$4.44K - $4.85K
|
2.14K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.24KNew |
$335K - $366K
|
3.24K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.96KNew |
$306K - $335K
|
2.96K
$344K
|
|