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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-150- 0.7% |
$15.5K - $16.9K
|
21.3K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-260- 10.12% |
$26.9K - $29.3K
|
2.31K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-146- 4.43% |
$15.1K - $16.5K
|
3.15K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-782- 2.69% |
$80.8K - $88.3K
|
28.3K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12New |
$1.24K - $1.35K
|
12
$1.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.18K- 16.35% |
$122K - $134K
|
6.06K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-295- 8.63% |
$30.5K - $33.3K
|
3.13K
$363K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.9% |
$103 - $113
|
112
$13K
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.64% |
$188 - $208
|
315
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.13K+ 45.87% |
$107K - $118K
|
3.6K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300New |
$28.3K - $31.3K
|
300
$34.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
120New |
$11.3K - $12.5K
|
120
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 41.93% |
$113K - $124K
|
1.66K
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
98New |
$9.23K - $10.2K
|
98
$11.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-124- 1.76% |
$11.7K - $12.9K
|
6.93K
$805K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.43K- 63.12% |
$606K - $670K
|
3.76K
$436K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 1.49% |
$2.83K - $3.13K
|
1.99K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 1.81% |
$2.64K - $2.92K
|
1.58K
$183K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.04KNew |
$192K - $213K
|
2.04K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
177K+ 10315.16% |
$16.7M - $18.4M
|
179K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.57K+ 2.97% |
$431K - $476K
|
159K
$18.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 8.54% |
$1.46M - $1.61M
|
166K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142+ 4.94% |
$13.4K - $14.8K
|
3.02K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.04% |
$377 - $417
|
10.2K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05KNew |
$193K - $213K
|
2.05K
$238K
|
|
| Q2 2024 | |||||||
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$308K - $325K
|
3.28K
$381K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
22.8KNew |
$2.14M - $2.25M
|
22.8K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.85KNew |
$360K - $380K
|
3.85K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
36.8KNew |
$3.44M - $3.63M
|
36.8K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$6.37K - $6.72K
|
68
$7.9K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
300+ 4.88% |
$28.1K - $29.7K
|
6.45K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-617- 55.54% |
$57.8K - $61K
|
494
$57.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.5K+ 344.94% |
$3.61M - $3.81M
|
49.7K
$5.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-643- 23.36% |
$60.2K - $63.6K
|
2.11K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-596- 9.95% |
$55.8K - $58.9K
|
5.39K
$626K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180New |
$16.9K - $17.8K
|
180
$20.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$119K - $126K
|
1.27K
$148K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.27KNew |
$494K - $521K
|
5.27K
$612K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.56KNew |
$334K - $352K
|
3.56K
$414K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 5.45% |
$17K - $17.9K
|
3.14K
$365K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$9.37K - $9.89K
|
100
$11.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
78New |
$7.31K - $7.71K
|
78
$9.06K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 32.32% |
$4.69K - $5.26K
|
111
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
33.4K+ 87.76% |
$2.95M - $3.31M
|
71.4K
$8.29M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.33KNew |
$559K - $628K
|
6.33K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-122- 17.6% |
$10.8K - $12.1K
|
571
$66.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130+ 0.73% |
$11.5K - $12.9K
|
18K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 114.94% |
$1.01M - $1.13M
|
21.3K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$1.33M - $1.49M
|
15K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
495+ 19.87% |
$43.8K - $49.1K
|
2.99K
$347K
|
|