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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 81.63% |
$30.7K - $34.6K
|
90
$9.75K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-400- 2.33% |
$30.7K - $34.6K
|
16.8K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-404- 5.78% |
$31K - $34.9K
|
6.59K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-417- 2.5% |
$32K - $36K
|
16.3K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-430- 4.07% |
$33K - $37.2K
|
10.1K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-470- 1.34% |
$36K - $40.6K
|
34.6K
$3.75M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-481- 9.52% |
$36.9K - $41.6K
|
4.57K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-542- 3.69% |
$41.5K - $46.9K
|
14.1K
$1.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-549- 19.43% |
$42.1K - $47.5K
|
2.28K
$247K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-600- 2.78% |
$46K - $51.9K
|
21K
$2.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-640- 15.77% |
$49K - $55.3K
|
3.42K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-667- 7.33% |
$51.1K - $57.7K
|
8.43K
$913K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-703- 10.83% |
$53.9K - $60.8K
|
5.79K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-734- 8.2% |
$56.3K - $63.4K
|
8.22K
$891K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-777- 4.02% |
$59.5K - $67.2K
|
18.6K
$2.01M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-783- 8.73% |
$60K - $67.7K
|
8.19K
$887K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1K- 19.36% |
$76.6K - $86.4K
|
4.17K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.01K- 6.81% |
$77.7K - $87.7K
|
13.9K
$1.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.12K- 7.63% |
$85.5K - $96.4K
|
13.5K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 10.29% |
$88.2K - $99.5K
|
10K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.43K- 8.81% |
$110K - $124K
|
14.8K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 8.68% |
$110K - $124K
|
15.1K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.56K- 6.57% |
$119K - $135K
|
22.2K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.58K- 2.2% |
$121K - $136K
|
70.4K
$7.62M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.59K- 0.82% |
$122K - $138K
|
192K
$20.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.64K- 25.61% |
$126K - $142K
|
4.77K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.78K- 0.71% |
$136K - $154K
|
248K
$26.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.46K- 51.98% |
$188K - $212K
|
2.27K
$246K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.62K- 9.97% |
$200K - $226K
|
23.6K
$2.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.87K- 8.93% |
$220K - $248K
|
29.3K
$3.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.33K- 4.56% |
$255K - $288K
|
69.7K
$7.55M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.65K- 6.77% |
$280K - $315K
|
50.2K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.72K- 21.83% |
$362K - $408K
|
16.9K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.96K- 7.7% |
$457K - $515K
|
71.4K
$7.74M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.44K- 2.81% |
$494K - $557K
|
223K
$24.1M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.37K- 99.17% |
$565K - $637K
|
62
$6.72K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.6K- 3.02% |
$1.05M - $1.18M
|
439K
$47.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 6.38% |
$1.31M - $1.48M
|
251K
$27.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.2K- 10.68% |
$1.32M - $1.49M
|
144K
$15.6M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.2K- 16.49% |
$1.39M - $1.57M
|
92.1K
$9.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.7K- 37.93% |
$1.51M - $1.7M
|
32.2K
$3.49M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.2K- 5.65% |
$4.23M - $4.77M
|
922K
$99.9M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-163K- 49.32% |
$12.5M - $14.1M
|
167K
$18.1M
|