Purchases and Sales Made in Q1 2023 in First Tr Large Cap Core Alphde (FEX)
This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP CORE ALPHDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
100+ 2.01% |
$7.66K - $8.64K
|
5.08K
$550K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82New |
$6.28K - $7.09K
|
82
$8.88K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77+ 0.22% |
$5.9K - $6.66K
|
35.4K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
70+ 0.94% |
$5.36K - $6.05K
|
7.5K
$813K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
68New |
$5.21K - $5.88K
|
68
$7.37K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64+ 12.96% |
$4.9K - $5.53K
|
558
$60.5K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48+ 0.31% |
$3.68K - $4.15K
|
15.3K
$1.66M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.35% |
$2.07K - $2.33K
|
7.83K
$848K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
24+ 0.51% |
$1.84K - $2.07K
|
4.77K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 1.87% |
$1.84K - $2.07K
|
1.31K
$142K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
16+ 0.03% |
$1.23K - $1.38K
|
61.7K
$6.69M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14+ 0.49% |
$1.07K - $1.21K
|
2.85K
$309K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.37% |
$920 - $1.04K
|
3.27K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11+ 0.21% |
$843 - $951
|
5.14K
$557K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.08% |
$766 - $864
|
13.1K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9+ 0.21% |
$690 - $778
|
4.31K
$467K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.21% |
$460 - $519
|
2.93K
$317K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.06% |
$460 - $519
|
10.6K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.03% |
$460 - $519
|
18.1K
$1.96M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5+ 0.17% |
$383 - $432
|
2.91K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.15% |
$307 - $346
|
2.75K
$298K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.04% |
$153 - $173
|
4.64K
$503K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$76.6 - $86.4
|
1.24K
$134K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.44% |
$76.6 - $86.4
|
226
$24.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.93% |
$76.6 - $86.4
|
109
$11.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9- 0.25% |
$690 - $778
|
3.53K
$382K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.08% |
$766 - $864
|
13.1K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.76% |
$1.53K - $1.73K
|
2.6K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-25- 0.36% |
$1.92K - $2.16K
|
6.95K
$752K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-25- 0.34% |
$1.92K - $2.16K
|
7.37K
$798K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-30- 0.7% |
$2.3K - $2.59K
|
4.23K
$458K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-31- 5.98% |
$2.38K - $2.68K
|
487
$52.8K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 0.42% |
$2.68K - $3.03K
|
8.29K
$899K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-38- 0.49% |
$2.91K - $3.28K
|
7.72K
$836K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41- 0.31% |
$3.14K - $3.54K
|
13.1K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-82- 1.42% |
$6.28K - $7.09K
|
5.69K
$617K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-94- 2.02% |
$7.2K - $8.13K
|
4.56K
$494K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-101- 0.75% |
$7.74K - $8.73K
|
13.4K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-102- 2.23% |
$7.82K - $8.82K
|
4.47K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 1.65% |
$9.04K - $10.2K
|
7.05K
$764K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-126- 4.44% |
$9.66K - $10.9K
|
2.72K
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-128- 4.15% |
$9.81K - $11.1K
|
2.95K
$320K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-172- 1.46% |
$13.2K - $14.9K
|
11.6K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-174- 6.48% |
$13.3K - $15K
|
2.51K
$272K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-187- 0.15% |
$14.3K - $16.2K
|
126K
$13.7M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-220- 5.86% |
$16.9K - $19K
|
3.53K
$383K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-250- 5.55% |
$19.2K - $21.6K
|
4.26K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-295- 9.75% |
$22.6K - $25.5K
|
2.73K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-318- 3.24% |
$24.4K - $27.5K
|
9.5K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-395- 10.35% |
$30.3K - $34.1K
|
3.42K
$371K
|