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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.31KClosed |
$293K - $329K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
33.4K+ 87.76% |
$2.95M - $3.31M
|
71.4K
$7.62M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.24K+ 54.71% |
$463K - $520K
|
14.8K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.33KNew |
$559K - $628K
|
6.33K
$675K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 114.94% |
$1.01M - $1.13M
|
21.3K
$2.27M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130+ 0.73% |
$11.5K - $12.9K
|
18K
$1.92M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-166- 1.73% |
$14.7K - $16.5K
|
9.44K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-122- 17.6% |
$10.8K - $12.1K
|
571
$60.9K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$1.33M - $1.49M
|
15K
$1.61M
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-111- 26.88% |
$9.82K - $11K
|
302
$32.2K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
495+ 19.87% |
$43.8K - $49.1K
|
2.99K
$318K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
313New |
$27.7K - $31.1K
|
313
$33.4K
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-384- 12.38% |
$34K - $38.1K
|
2.72K
$290K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-40- 0.27% |
$3.54K - $3.97K
|
15K
$1.6M
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.02% |
$177 - $198
|
8.2K
$874K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
75New |
$6.63K - $7.44K
|
75
$8K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$88.4 - $99.2
|
243
$25.9K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.83KNew |
$427K - $480K
|
4.83K
$515K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-185- 4.2% |
$16.4K - $18.4K
|
4.22K
$450K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$265 - $298
|
2.67K
$285K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$223K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.37% |
$88.4 - $99.2
|
271
$28.9K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
8.35K+ 11.83% |
$739K - $829K
|
78.9K
$8.42M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-146- 4.88% |
$12.9K - $14.5K
|
2.84K
$303K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 31.64% |
$16.5K - $18.6K
|
404
$43.1K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-356- 5.87% |
$31.5K - $35.3K
|
5.71K
$609K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.38K+ 49.63% |
$387K - $434K
|
13.2K
$1.41M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$177 - $198
|
4.29K
$457K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.1KNew |
$97.3K - $109K
|
1.1K
$117K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.03KNew |
$180K - $202K
|
2.03K
$217K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8- 0.27% |
$708 - $794
|
2.96K
$316K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.88K- 22.66% |
$222K - $261K
|
9.85K
$1.05M
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.73KNew |
$287K - $338K
|
3.73K
$398K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$1.67M - $1.97M
|
21.8K
$2.32M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$12.1K - $14.3K
|
158
$16.9K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 3400.0% |
$2.61K - $3.08K
|
35
$3.73K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.55KNew |
$119K - $140K
|
1.55K
$165K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
584New |
$44.9K - $52.9K
|
584
$62.3K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.25KNew |
$173K - $204K
|
2.25K
$240K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-230- 10.24% |
$17.7K - $20.8K
|
2.02K
$215K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$245K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$263K - $310K
|
3.42K
$365K
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.8KNew |
$523K - $616K
|
6.8K
$725K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 5.26% |
$14.6K - $17.2K
|
3.42K
$365K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$86.3K - $102K
|
148K
$15.8M
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
81+ 1.63% |
$6.22K - $7.34K
|
5.04K
$538K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.07% |
$76.9 - $90.6
|
1.5K
$160K
|
|
Q3 2023 | |||||||
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2+ 0.07% |
$161 - $175
|
2.92K
$311K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.47% |
$80.4 - $87.5
|
69
$7.36K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.97KNew |
$399K - $435K
|
4.97K
$530K
|