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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.5K+ 344.94% |
$3.61M - $3.81M
|
49.7K
$5.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-643- 23.36% |
$60.2K - $63.6K
|
2.11K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-596- 9.95% |
$55.8K - $58.9K
|
5.39K
$557K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180New |
$16.9K - $17.8K
|
180
$18.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$119K - $126K
|
1.27K
$132K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.27KNew |
$494K - $521K
|
5.27K
$544K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.56KNew |
$334K - $352K
|
3.56K
$368K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 5.45% |
$17K - $17.9K
|
3.14K
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.2KNew |
$206K - $218K
|
2.2K
$228K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$9.37K - $9.89K
|
100
$10.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-593- 8.52% |
$55.6K - $58.6K
|
6.37K
$658K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
78New |
$7.31K - $7.71K
|
78
$8.06K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 4.08% |
$9.84K - $10.4K
|
2.47K
$255K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 32.32% |
$4.69K - $5.26K
|
111
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.33KNew |
$559K - $628K
|
6.33K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
33.4K+ 87.76% |
$2.95M - $3.31M
|
71.4K
$7.38M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-122- 17.6% |
$10.8K - $12.1K
|
571
$59K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 114.94% |
$1.01M - $1.13M
|
21.3K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130+ 0.73% |
$11.5K - $12.9K
|
18K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$1.33M - $1.49M
|
15K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-111- 26.88% |
$9.82K - $11K
|
302
$31.2K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
495+ 19.87% |
$43.8K - $49.1K
|
2.99K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-384- 12.38% |
$34K - $38.1K
|
2.72K
$281K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
75New |
$6.63K - $7.44K
|
75
$7.75K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.83KNew |
$427K - $480K
|
4.83K
$499K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-185- 4.2% |
$16.4K - $18.4K
|
4.22K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-146- 4.88% |
$12.9K - $14.5K
|
2.84K
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 31.64% |
$16.5K - $18.6K
|
404
$41.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-356- 5.87% |
$31.5K - $35.3K
|
5.71K
$590K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.38K+ 49.63% |
$387K - $434K
|
13.2K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$177 - $198
|
4.29K
$443K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.88K- 22.66% |
$222K - $261K
|
9.85K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$12.1K - $14.3K
|
158
$16.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$1.67M - $1.97M
|
21.8K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.25KNew |
$173K - $204K
|
2.25K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
584New |
$44.9K - $52.9K
|
584
$60.3K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$238K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.8KNew |
$523K - $616K
|
6.8K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 5.26% |
$14.6K - $17.2K
|
3.42K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$86.3K - $102K
|
148K
$15.3M
|
|
| Q3 2023 | |||||||
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2+ 0.07% |
$161 - $175
|
2.92K
$301K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.47% |
$80.4 - $87.5
|
69
$7.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.68KNew |
$216K - $235K
|
2.68K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
141New |
$11.3K - $12.3K
|
141
$14.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.57KNew |
$207K - $225K
|
2.57K
$266K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.1% |
$241 - $263
|
2.89K
$298K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
4.37KNew |
$351K - $382K
|
4.37K
$451K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
166+ 3.27% |
$13.3K - $14.5K
|
5.25K
$542K
|
|