Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-200- 4.65% |
$18.7K - $19.8K
|
4.1K
$437K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 5.45% |
$17K - $17.9K
|
3.14K
$335K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-172- 1.34% |
$16.1K - $17K
|
12.6K
$1.35M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-157- 0.54% |
$14.7K - $15.5K
|
28.7K
$3.06M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-153- 0.55% |
$14.3K - $15.1K
|
27.4K
$2.92M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149- 1.14% |
$14K - $14.7K
|
12.9K
$1.37M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-116- 0.17% |
$10.9K - $11.5K
|
66.9K
$7.13M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 4.08% |
$9.84K - $10.4K
|
2.47K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-104- 3.47% |
$9.74K - $10.3K
|
2.9K
$309K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-102- 14.07% |
$9.56K - $10.1K
|
623
$66.4K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-101- 0.07% |
$9.46K - $9.98K
|
145K
$15.4M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-82- 2.16% |
$7.68K - $8.11K
|
3.71K
$396K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-74- 1.97% |
$6.93K - $7.31K
|
3.69K
$394K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-72- 1.88% |
$6.75K - $7.12K
|
3.75K
$400K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 1.21% |
$4.97K - $5.24K
|
4.34K
$463K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 0.5% |
$4.87K - $5.14K
|
10.3K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 1.18% |
$4.31K - $4.55K
|
3.84K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24- 0.44% |
$2.25K - $2.37K
|
5.47K
$583K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 15.29% |
$2.25K - $2.37K
|
133
$14.2K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-22- 1.0% |
$2.06K - $2.17K
|
2.18K
$232K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-21- 0.6% |
$1.97K - $2.08K
|
3.5K
$373K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.15% |
$1.87K - $1.98K
|
13.8K
$1.47M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5- -0.0% |
$468 - $494
|
165K
$17.5M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2- 0.06% |
$187 - $198
|
3.55K
$378K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.31KClosed |
$293K - $329K
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-384- 12.38% |
$34K - $38.1K
|
2.72K
$290K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-356- 5.87% |
$31.5K - $35.3K
|
5.71K
$609K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 31.64% |
$16.5K - $18.6K
|
404
$43.1K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-185- 4.2% |
$16.4K - $18.4K
|
4.22K
$450K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-166- 1.73% |
$14.7K - $16.5K
|
9.44K
$1.01M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-146- 4.88% |
$12.9K - $14.5K
|
2.84K
$303K
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-124- 3.05% |
$11K - $12.3K
|
3.94K
$420K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-122- 17.6% |
$10.8K - $12.1K
|
571
$60.9K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-111- 26.88% |
$9.82K - $11K
|
302
$32.2K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 32.32% |
$4.69K - $5.26K
|
111
$11.8K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-40- 0.27% |
$3.54K - $3.97K
|
15K
$1.6M
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8- 0.27% |
$708 - $794
|
2.96K
$316K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 1.28% |
$619 - $695
|
538
$57.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.88K- 22.66% |
$222K - $261K
|
9.85K
$1.05M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$86.3K - $102K
|
148K
$15.8M
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-230- 10.24% |
$17.7K - $20.8K
|
2.02K
$215K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 5.26% |
$14.6K - $17.2K
|
3.42K
$365K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-400- 5.29% |
$32.2K - $35K
|
7.17K
$764K
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-298- 4.44% |
$24K - $26.1K
|
6.42K
$685K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.8KClosed |
$1.31M - $1.41M
|
0
$0
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1K- 19.36% |
$76.6K - $86.4K
|
4.17K
$444K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-783- 8.73% |
$60K - $67.7K
|
8.19K
$874K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 81.63% |
$30.7K - $34.6K
|
90
$9.6K
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-395- 10.35% |
$30.3K - $34.1K
|
3.42K
$365K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-295- 9.75% |
$22.6K - $25.5K
|
2.73K
$291K
|