Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
173K+ 110.89% |
$12.7M - $14.7M
|
330K
$35.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 15.62% |
$9.66M - $11.2M
|
978K
$106M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
50.9KNew |
$3.73M - $4.33M
|
50.9K
$5.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.2K+ 34.54% |
$3.52M - $4.09M
|
188K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.5K+ 10.24% |
$3.03M - $3.52M
|
446K
$48.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
37.3KNew |
$2.72M - $3.17M
|
37.3K
$4.04M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32.4KNew |
$2.37M - $2.76M
|
32.4K
$3.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26K+ 19.22% |
$1.9M - $2.21M
|
161K
$17.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.8K+ 24.39% |
$1.81M - $2.11M
|
126K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 25.15% |
$1.46M - $1.7M
|
99.4K
$10.8M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
18.2KNew |
$1.33M - $1.55M
|
18.2K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
16.3KNew |
$1.19M - $1.38M
|
16.3K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$1.18M - $1.38M
|
16.2K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.9KNew |
$1.09M - $1.26M
|
14.9K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.5KNew |
$990K - $1.15M
|
13.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 211.64% |
$781K - $907K
|
15.7K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.5KNew |
$695K - $808K
|
9.5K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.02KNew |
$660K - $767K
|
9.02K
$979K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.01K+ 5.52% |
$586K - $681K
|
153K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.86KNew |
$575K - $668K
|
7.86K
$853K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.52K+ 46.36% |
$550K - $639K
|
23.7K
$2.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.04K+ 11.92% |
$515K - $598K
|
66.1K
$7.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.52K+ 10.73% |
$404K - $469K
|
57K
$6.18M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.13KNew |
$375K - $436K
|
5.13K
$557K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.06KNew |
$370K - $430K
|
5.06K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.89K+ 50.32% |
$358K - $416K
|
14.6K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.84K+ 40.86% |
$354K - $411K
|
16.7K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.51KNew |
$330K - $383K
|
4.51K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.08K+ 6.02% |
$299K - $347K
|
71.9K
$7.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4KNew |
$293K - $340K
|
4K
$434K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.76K+ 6.49% |
$275K - $320K
|
61.7K
$6.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.49K+ 2.51% |
$255K - $297K
|
142K
$15.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.31K+ 4.69% |
$242K - $281K
|
73.9K
$8.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.26KNew |
$238K - $277K
|
3.26K
$353K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.11KNew |
$227K - $264K
|
3.11K
$337K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.07K+ 4.13% |
$225K - $261K
|
77.4K
$8.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.84KNew |
$208K - $241K
|
2.84K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.83K+ 6.16% |
$207K - $241K
|
48.8K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.75KNew |
$201K - $233K
|
2.75K
$298K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.62KNew |
$192K - $223K
|
2.62K
$284K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
2.31K+ 7.05% |
$169K - $196K
|
35K
$3.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.73K+ 9.31% |
$127K - $147K
|
20.3K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.58K+ 46.47% |
$116K - $134K
|
4.99K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.47K+ 7.28% |
$107K - $125K
|
21.6K
$2.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.03K+ 51.04% |
$75.4K - $87.6K
|
3.05K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.02K+ 0.38% |
$74.5K - $86.5K
|
268K
$29M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
907+ 10.18% |
$66.3K - $77.1K
|
9.82K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
907+ 8.34% |
$66.3K - $77.1K
|
11.8K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
710+ 5.08% |
$51.9K - $60.3K
|
14.7K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
698+ 18.02% |
$51.1K - $59.3K
|
4.57K
$496K
|