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 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$38.9K - $42K
|
500
$51.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
321New |
$24.9K - $27K
|
321
$32.9K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4+ 0.15% |
$311 - $336
|
2.74K
$280K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.5KNew |
$192K - $216K
|
2.5K
$256K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
155New |
$11.9K - $13.4K
|
155
$15.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82New |
$6.28K - $7.09K
|
82
$8.4K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
50.9KNew |
$3.73M - $4.33M
|
50.9K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.02KNew |
$660K - $767K
|
9.02K
$924K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.86KNew |
$575K - $668K
|
7.86K
$805K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4KNew |
$293K - $340K
|
4K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
670New |
$49K - $56.9K
|
670
$68.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
333New |
$24.4K - $28.3K
|
333
$34.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
238New |
$17.4K - $20.2K
|
238
$24.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
200New |
$14.6K - $17K
|
200
$20.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
65New |
$4.75K - $5.52K
|
65
$6.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57New |
$4.17K - $4.84K
|
57
$5.84K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
18New |
$1.32K - $1.53K
|
18
$1.84K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18New |
$1.32K - $1.53K
|
18
$1.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$73.2 - $85
|
3.37K
$346K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.8KNew |
$274K - $325K
|
3.8K
$389K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
593+ 222.93% |
$42.8K - $50.7K
|
859
$88K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
366+ 5.83% |
$26.4K - $31.3K
|
6.64K
$680K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.53% |
$144 - $171
|
379
$38.8K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
150New |
$11.2K - $13.4K
|
150
$15.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
120New |
$8.93K - $10.7K
|
120
$12.3K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
959New |
$81.6K - $89.2K
|
959
$98.2K
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
8.86KNew |
$741K - $799K
|
8.86K
$908K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$84.3K - $90.8K
|
1.01K
$103K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
215New |
$18K - $19.4K
|
215
$22K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
68New |
$5.69K - $6.13K
|
68
$6.97K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$8.1K - $8.61K
|
100
$10.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$1.22K - $1.29K
|
15
$1.54K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
8.74KNew |
$550K - $644K
|
8.74K
$895K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
53KNew |
$3.14M - $3.53M
|
53K
$5.42M
|
|
|
Nov 09, 2020
Q3 2020
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$188K - $211K
|
3.16K
$324K
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.4K+ 44.44% |
$142K - $160K
|
7.8K
$799K
|
|
| Q2 2020 | |||||||
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.6KNew |
$162K - $233K
|
3.6K
$369K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 0.06% |
$360 - $518
|
13.6K
$1.39M
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2KNew |
$81.6K - $135K
|
2K
$205K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
239KNew |
$14.2M - $15.1M
|
239K
$24.5M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.83KNew |
$523K - $556K
|
8.83K
$904K
|
|