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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-122- 17.6% |
$10.8K - $12.1K
|
571
$58.8K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-111- 26.88% |
$9.82K - $11K
|
302
$31.1K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 32.32% |
$4.69K - $5.26K
|
111
$11.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.88K- 22.66% |
$222K - $261K
|
9.85K
$1.01M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$86.3K - $102K
|
148K
$15.2M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 5.26% |
$14.6K - $17.2K
|
3.42K
$352K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1K- 19.36% |
$76.6K - $86.4K
|
4.17K
$429K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-783- 8.73% |
$60K - $67.7K
|
8.19K
$843K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 81.63% |
$30.7K - $34.6K
|
90
$9.27K
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-395- 10.35% |
$30.3K - $34.1K
|
3.42K
$352K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-250- 5.55% |
$19.2K - $21.6K
|
4.26K
$438K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-30- 0.7% |
$2.3K - $2.59K
|
4.23K
$435K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-979- 97.61% |
$71.6K - $83.2K
|
24
$2.47K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-276Closed |
$20.2K - $23.5K
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-200- 1.27% |
$14.6K - $17K
|
15.5K
$1.6M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-154- 4.83% |
$11.3K - $13.1K
|
3.03K
$312K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-186- 1.52% |
$13.4K - $15.9K
|
12.1K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-62- 41.33% |
$4.48K - $5.3K
|
88
$9.06K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-50- 1.17% |
$3.61K - $4.27K
|
4.22K
$434K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-221KClosed |
$16.4M - $19.7M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.95KClosed |
$368K - $443K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.71KClosed |
$350K - $421K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.69KClosed |
$274K - $330K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.8KClosed |
$208K - $251K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.51KClosed |
$186K - $224K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.38KClosed |
$177K - $212K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.27KClosed |
$169K - $203K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.11KClosed |
$82.6K - $99.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-1.08KClosed |
$80.3K - $96.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-307- 7.0% |
$22.8K - $27.5K
|
4.08K
$420K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-306- 19.43% |
$22.8K - $27.4K
|
1.27K
$131K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-255- 1.3% |
$19K - $22.8K
|
19.4K
$2M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-100Closed |
$7.44K - $8.95K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-99Closed |
$7.36K - $8.86K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-47- 1.69% |
$3.5K - $4.21K
|
2.73K
$281K
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7.11KClosed |
$588K - $656K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.09KClosed |
$173K - $193K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.3KClosed |
$108K - $120K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.19KClosed |
$98.2K - $109K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-507Closed |
$42K - $46.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-325Closed |
$26.9K - $30K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-260Closed |
$21.5K - $24K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-250Closed |
$20.7K - $23.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-170Closed |
$14.1K - $15.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-150Closed |
$12.4K - $13.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-23- 20.54% |
$1.9K - $2.12K
|
89
$9.16K
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-23- 0.59% |
$1.9K - $2.12K
|
3.9K
$402K
|
|
Q4 2021 | |||||||
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-215Closed |
$18.3K - $20K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-38Closed |
$3.23K - $3.53K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.2KClosed |
$602K - $649K
|
0
$0
|