Purchases and Sales Made in Q2 2023 in First Tr Large Cap Core Alphde (FEX)

FEX Quotes by TradingView

This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q2 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
Aug 03, 2023 Q2 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
8
+ 0.28%
$622 - $672
2.88K $312K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
6
+ 0.07%
$466 - $504
8.23K $889K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
6
+ 0.14%
$466 - $504
4.31K $466K
Jul 18, 2023 Q2 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
5
+ 0.05%
$389 - $420
10.6K $1.15M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
4
+ 0.15%
$311 - $336
2.75K $298K
Feb 13, 2025 Q2 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
4
+ 0.15%
$311 - $336
2.74K $296K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4
+ 0.02%
$311 - $336
18.1K $1.95M
Jan 24, 2024 Q2 2023
Cedrus LLC

Littleton, CO
BUY
 -
3
+ 0.1%
$233 - $252
2.91K $315K
Aug 10, 2023 Q2 2023
Triton Wealth Management, Pllc

BUY
 -
2
+ 0.06%
$155 - $168
3.53K $382K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2
+ 0.03%
$155 - $168
7.37K $797K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 0.37%
$77.7 - $84
268 $29K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-1
- 0.04%
$77.7 - $84
2.27K $245K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

SELL
 -
-25
- 0.55%
$1.94K - $2.1K
4.54K $490K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-38
- 1.41%
$2.95K - $3.19K
2.65K $286K
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

SELL
 -
-46
- 1.56%
$3.57K - $3.86K
2.91K $314K
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-51
- 1.01%
$3.96K - $4.28K
5.01K $541K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-53
- 0.46%
$4.12K - $4.45K
11.6K $1.25M
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-65
- 32.66%
$5.05K - $5.46K
134 $14.5K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-74
- 0.04%
$5.75K - $6.22K
192K $20.7M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-90
- 0.7%
$6.99K - $7.56K
12.8K $1.38M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-94
- 2.02%
$7.3K - $7.9K
4.55K $492K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

SELL
 -
-136
- 19.97%
$10.6K - $11.4K
545 $58.9K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-160
- 2.43%
$12.4K - $13.4K
6.43K $695K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-177
- 1.75%
$13.8K - $14.9K
9.96K $1.08M
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-180
- 4.92%
$14K - $15.1K
3.48K $376K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

SELL
 -
-194
- 4.44%
$15.1K - $16.3K
4.17K $451K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-216
- 3.06%
$16.8K - $18.1K
6.83K $738K
Aug 01, 2023 Q2 2023
Eukles Asset Management

SELL
 -
-217
- 3.75%
$16.9K - $18.2K
5.57K $602K
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
SELL
 -
-229
- 3.3%
$17.8K - $19.2K
6.72K $726K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

SELL
 -
-275
- 9.39%
$21.4K - $23.1K
2.65K $287K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-291
- 1.79%
$22.6K - $24.4K
16K $1.73M
Aug 02, 2023 Q2 2023
1776 Wealth LLC

SELL
 -
-300
- 4.65%
$23.3K - $25.2K
6.15K $664K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-307
- 3.06%
$23.9K - $25.8K
9.73K $1.05M
Jul 13, 2023 Q2 2023
Hfg Advisors, Inc.

SELL
 -
-318
- 3.69%
$24.7K - $26.7K
8.3K $897K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

SELL
 -
-340
- 3.58%
$26.4K - $28.6K
9.16K $990K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-342
- 2.23%
$26.6K - $28.7K
15K $1.62M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-344
- 4.39%
$26.7K - $28.9K
7.48K $809K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

SELL
 -
-374
- 0.61%
$29.1K - $31.4K
61.4K $6.63M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-513
- 6.84%
$39.9K - $43.1K
6.99K $755K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-523
- 0.57%
$40.6K - $43.9K
91.5K $9.89M
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-643
- 12.58%
$50K - $54K
4.47K $483K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-684
- 5.72%
$53.2K - $57.5K
11.3K $1.22M
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

SELL
 -
-740
- 2.53%
$57.5K - $62.2K
28.5K $3.08M
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-938
- 93.8%
$72.9K - $78.8K
62 $6.7K
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
SELL
 -
-1.44K
- 9.68%
$112K - $121K
13.4K $1.45M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.64K
- 11.58%
$127K - $138K
12.5K $1.35M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-1.82K
- 13.17%
$141K - $153K
12K $1.29M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-1.82K
- 13.17%
$141K - $153K
12K $1.29M
Jul 03, 2023 Q2 2023
Park National Corp

SELL
 -
-1.9K
- 10.24%
$148K - $160K
16.7K $1.8M

Track Institutional and Insider Activities on FEX

Follow FIRST TR LARGE CAP CORE ALPHDE and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FEX shares.

Notify only if

Insider Trading

Get notified when an First Tr Large Cap Core Alphde insider buys or sells FEX shares.

Notify only if

News

Receive news related to FIRST TR LARGE CAP CORE ALPHDE

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FEX