Latest Institutional Purchases of First Tr Large Cap Core Alphde (FEX)
This list provides information on the latest institutional transactions involving First Tr Large Cap Core Alphde (FEX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 3.23% |
$8.39K - $10.2K
|
2.97K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
82+ 2.17% |
$7.39K - $9.02K
|
3.87K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70New |
$6.31K - $7.7K
|
70
$8.13K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 1.09% |
$5.59K - $6.82K
|
5.74K
$667K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
37+ 0.21% |
$3.34K - $4.07K
|
17.8K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21+ 0.24% |
$1.89K - $2.31K
|
8.68K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$1.71K - $2.09K
|
19
$2.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.31% |
$1.44K - $1.76K
|
5.12K
$595K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.35K - $1.65K
|
6.65K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.18% |
$1.17K - $1.43K
|
7.24K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.24% |
$902 - $1.1K
|
4.12K
$478K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9+ 0.28% |
$812 - $990
|
3.26K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.23% |
$631 - $770
|
3.03K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.15% |
$361 - $440
|
2.74K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$361 - $440
|
3.46K
$402K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.18% |
$361 - $440
|
2.29K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4+ 0.1% |
$361 - $440
|
4.04K
$469K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.64K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$271 - $330
|
2.78K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$180 - $220
|
4.25K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.04% |
$180 - $220
|
5.11K
$594K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$180 - $220
|
4.3K
$500K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$90.2 - $110
|
461
$53.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$90.2 - $110
|
275
$31.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
29.5K+ 430.76% |
$2.93M - $3.24M
|
36.3K
$4.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
11.7KNew |
$1.16M - $1.28M
|
11.7K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$341K - $378K
|
3.44K
$399K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.32KNew |
$330K - $365K
|
3.32K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.94K+ 91.45% |
$292K - $323K
|
6.16K
$715K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
123New |
$12.2K - $13.5K
|
123
$14.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$99.3 - $110
|
246
$28.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.75% |
$99.3 - $110
|
135
$15.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$99.3 - $110
|
12.1K
$1.41M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
82.1KNew |
$8.48M - $9.27M
|
82.1K
$9.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.3KNew |
$341K - $373K
|
3.3K
$383K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 1040.64% |
$304K - $332K
|
3.23K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.74KNew |
$180K - $196K
|
1.74K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
325New |
$33.6K - $36.7K
|
325
$37.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
225New |
$23.2K - $25.4K
|
225
$26.1K
|
|
|
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 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78+ 134.48% |
$8.06K - $8.8K
|
136
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12New |
$1.24K - $1.35K
|
12
$1.39K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.9% |
$103 - $113
|
112
$13K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
177K+ 10315.16% |
$16.7M - $18.4M
|
179K
$20.8M
|
|