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 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
670New |
$49K - $56.9K
|
670
$72.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
575+ 5.95% |
$42.1K - $48.9K
|
10.2K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
572+ 4.7% |
$41.8K - $48.6K
|
12.7K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
524+ 4.18% |
$38.3K - $44.5K
|
13.1K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
478+ 2.54% |
$35K - $40.6K
|
19.3K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
455+ 19.19% |
$33.3K - $38.7K
|
2.83K
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400+ 444.44% |
$29.3K - $34K
|
490
$53.2K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
392+ 5.57% |
$28.7K - $33.3K
|
7.43K
$806K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
383+ 4.91% |
$28K - $32.6K
|
8.19K
$889K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
379+ 0.2% |
$27.7K - $32.2K
|
194K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
360+ 4.12% |
$26.3K - $30.6K
|
9.1K
$987K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
350New |
$25.6K - $29.7K
|
350
$38K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
333New |
$24.4K - $28.3K
|
333
$36.1K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
326+ 10.19% |
$23.8K - $27.7K
|
3.52K
$382K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
309+ 3.57% |
$22.6K - $26.3K
|
8.96K
$972K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
269+ 6.56% |
$19.7K - $22.9K
|
4.37K
$474K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
238New |
$17.4K - $20.2K
|
238
$25.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
213+ 2.95% |
$15.6K - $18.1K
|
7.43K
$806K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
200New |
$14.6K - $17K
|
200
$21.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
185New |
$13.5K - $15.7K
|
185
$20.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
84+ 1.72% |
$6.14K - $7.14K
|
4.98K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69+ 0.2% |
$5.05K - $5.86K
|
35.3K
$3.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
65New |
$4.75K - $5.52K
|
65
$7.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57New |
$4.17K - $4.84K
|
57
$6.18K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
34+ 0.02% |
$2.49K - $2.89K
|
175K
$19M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
31+ 6.37% |
$2.27K - $2.63K
|
518
$56.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.28% |
$1.61K - $1.87K
|
7.8K
$846K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 0.77% |
$1.46K - $1.7K
|
2.62K
$284K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18New |
$1.32K - $1.53K
|
18
$1.95K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
18New |
$1.32K - $1.53K
|
18
$1.95K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
13+ 0.3% |
$951 - $1.1K
|
4.3K
$466K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.09% |
$732 - $850
|
10.6K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9+ 0.29% |
$658 - $765
|
3.08K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$585 - $680
|
2.92K
$317K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.13% |
$366 - $425
|
3.75K
$407K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.09% |
$293 - $340
|
4.64K
$503K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.04% |
$219 - $255
|
7.39K
$802K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.23% |
$219 - $255
|
1.28K
$139K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.9% |
$146 - $170
|
225
$24.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$73.2 - $85
|
3.37K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$73.2 - $85
|
2.96K
$321K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.25% |
$73.2 - $85
|
81
$8.79K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1+ 0.03% |
$73.2 - $85
|
2.98K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$73.2 - $85
|
1.24K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-29- 5.05% |
$2.12K - $2.46K
|
545
$59.1K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31- 0.24% |
$2.27K - $2.63K
|
13.1K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-36- 0.81% |
$2.63K - $3.06K
|
4.39K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-47- 0.31% |
$3.44K - $3.99K
|
15.3K
$1.66M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-62- 0.81% |
$4.54K - $5.27K
|
7.57K
$821K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-66- 0.38% |
$4.83K - $5.61K
|
17.2K
$1.87M
|