Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.4% |
$1.24K - $1.35K
|
3.01K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12New |
$1.24K - $1.35K
|
12
$1.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.22% |
$620 - $677
|
2.73K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.22% |
$620 - $677
|
2.68K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.04% |
$620 - $677
|
13.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.18% |
$516 - $564
|
2.78K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.19% |
$516 - $564
|
2.64K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.1% |
$413 - $452
|
3.85K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$413 - $452
|
4.3K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.48% |
$310 - $339
|
628
$67.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.06% |
$310 - $339
|
5.3K
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.37% |
$207 - $226
|
541
$58.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$103 - $113
|
245
$26.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.9% |
$103 - $113
|
112
$12.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$103 - $113
|
2.54K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.22% |
$103 - $113
|
458
$49.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.37% |
$103 - $113
|
273
$29.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1- -0.0% |
$103 - $113
|
21.8K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6- 0.1% |
$620 - $677
|
5.72K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.22% |
$1.96K - $2.14K
|
8.47K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-22- 0.7% |
$2.27K - $2.48K
|
3.14K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.16% |
$2.58K - $2.82K
|
16.1K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 3.38% |
$3.82K - $4.18K
|
1.06K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43- 1.97% |
$4.44K - $4.85K
|
2.14K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-72- 1.51% |
$7.44K - $8.13K
|
4.71K
$509K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-80- 0.82% |
$8.26K - $9.03K
|
9.67K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-96- 1.9% |
$9.92K - $10.8K
|
4.95K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-100- 2.55% |
$10.3K - $11.3K
|
3.82K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-101- 2.66% |
$10.4K - $11.4K
|
3.7K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-109- 4.17% |
$11.3K - $12.3K
|
2.51K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-129- 4.59% |
$13.3K - $14.6K
|
2.68K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-133- 2.12% |
$13.7K - $15K
|
6.14K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 4.81% |
$13.9K - $15.2K
|
2.67K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-146- 4.43% |
$15.1K - $16.5K
|
3.15K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-150- 0.7% |
$15.5K - $16.9K
|
21.3K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-160- 4.07% |
$16.5K - $18.1K
|
3.77K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-161- 0.27% |
$16.6K - $18.2K
|
58.7K
$6.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-165- 5.05% |
$17K - $18.6K
|
3.1K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-176- 2.2% |
$18.2K - $19.9K
|
7.82K
$846K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200- 2.84% |
$20.7K - $22.6K
|
6.83K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 2.94% |
$20.7K - $22.6K
|
6.6K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-226- 2.46% |
$23.3K - $25.5K
|
8.96K
$969K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-230- 4.91% |
$23.8K - $26K
|
4.46K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-259- 1.93% |
$26.8K - $29.2K
|
13.1K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-260- 10.12% |
$26.9K - $29.3K
|
2.31K
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-261- 7.04% |
$27K - $29.5K
|
3.44K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-295- 8.63% |
$30.5K - $33.3K
|
3.13K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-324- 5.78% |
$33.5K - $36.6K
|
5.28K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-331- 3.26% |
$34.2K - $37.4K
|
9.84K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-335- 3.16% |
$34.6K - $37.8K
|
10.3K
$1.11M
|