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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180New |
$16.9K - $17.8K
|
180
$19.2K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
178+ 1.24% |
$16.7K - $17.6K
|
14.5K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
115+ 1.09% |
$10.8K - $11.4K
|
10.7K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$9.37K - $9.89K
|
100
$10.7K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
86+ 3.77% |
$8.06K - $8.5K
|
2.37K
$253K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
78New |
$7.31K - $7.71K
|
78
$8.32K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$6.37K - $6.72K
|
68
$7.25K
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
26+ 0.26% |
$2.44K - $2.57K
|
10K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.2% |
$1.31K - $1.38K
|
7.17K
$765K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.18% |
$1.03K - $1.09K
|
5.96K
$636K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.27% |
$750 - $791
|
2.99K
$319K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.03% |
$375 - $395
|
13.1K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$281 - $297
|
4.24K
$452K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.11% |
$281 - $297
|
2.77K
$295K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.04% |
$187 - $198
|
5.29K
$565K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.01% |
$187 - $198
|
15.5K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$93.7 - $98.9
|
2.6K
$277K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
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 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$1.33M - $1.49M
|
15K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 114.94% |
$1.01M - $1.13M
|
21.3K
$2.27M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
8.35K+ 11.83% |
$739K - $829K
|
78.9K
$8.42M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.33KNew |
$559K - $628K
|
6.33K
$675K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.24K+ 54.71% |
$463K - $520K
|
14.8K
$1.58M
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.83KNew |
$427K - $480K
|
4.83K
$515K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.38K+ 49.63% |
$387K - $434K
|
13.2K
$1.41M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$223K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.09KNew |
$185K - $207K
|
2.09K
$223K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.03KNew |
$180K - $202K
|
2.03K
$217K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.61K+ 14.57% |
$142K - $159K
|
12.6K
$1.35M
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.1KNew |
$97.3K - $109K
|
1.1K
$117K
|
|
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 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
268+ 5.92% |
$23.7K - $26.6K
|
4.8K
$511K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
144+ 2.56% |
$12.7K - $14.3K
|
5.76K
$615K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130+ 0.73% |
$11.5K - $12.9K
|
18K
$1.92M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
75New |
$6.63K - $7.44K
|
75
$8K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$265 - $298
|
2.67K
$285K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.02% |
$177 - $198
|
8.2K
$874K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$177 - $198
|
4.29K
$457K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.91% |
$88.4 - $99.2
|
111
$11.8K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$88.4 - $99.2
|
243
$25.9K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.37% |
$88.4 - $99.2
|
271
$28.9K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$1.67M - $1.97M
|
21.8K
$2.32M
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.8KNew |
$523K - $616K
|
6.8K
$725K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.73KNew |
$287K - $338K
|
3.73K
$398K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$263K - $310K
|
3.42K
$365K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$177K - $208K
|
2.3K
$245K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.25KNew |
$173K - $204K
|
2.25K
$240K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.55KNew |
$119K - $140K
|
1.55K
$165K
|