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 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
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-340- 0.07% |
$35.1K - $38.4K
|
469K
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-429- 2.99% |
$44.3K - $48.4K
|
13.9K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-540- 4.61% |
$55.8K - $61K
|
11.2K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-550- 50.0% |
$56.8K - $62.1K
|
550
$59.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-600- 2.64% |
$62K - $67.7K
|
22.2K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-665Closed |
$68.7K - $75.1K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-682- 1.09% |
$70.4K - $77K
|
61.9K
$6.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-684- 5.12% |
$70.7K - $77.2K
|
12.7K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-688- 7.19% |
$71.1K - $77.7K
|
8.88K
$960K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-782- 2.69% |
$80.8K - $88.3K
|
28.3K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-850- 6.08% |
$87.8K - $95.9K
|
13.1K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-904- 1.0% |
$93.4K - $102K
|
89.1K
$9.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.03K- 28.74% |
$106K - $116K
|
2.54K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 9.43% |
$110K - $120K
|
10.2K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.18K- 16.35% |
$122K - $134K
|
6.06K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.19K- 0.72% |
$123K - $134K
|
163K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 17.78% |
$130K - $143K
|
5.84K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 7.83% |
$164K - $179K
|
18.7K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.72K- 1.83% |
$177K - $194K
|
92K
$9.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.11K- 50.21% |
$217K - $238K
|
2.09K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.24K- 1.25% |
$231K - $253K
|
177K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.45K- 4.63% |
$253K - $276K
|
50.3K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.47K- 1.7% |
$256K - $279K
|
143K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.7K- 35.48% |
$279K - $305K
|
4.92K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.88K- 99.93% |
$298K - $326K
|
2
$216
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.35K- 8.25% |
$346K - $378K
|
37.3K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.55K- 29.24% |
$470K - $514K
|
11K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.79K- 2.08% |
$495K - $541K
|
225K
$24.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.59K- 40.54% |
$681K - $744K
|
9.67K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.15K- 4.62% |
$842K - $920K
|
168K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10K- 23.66% |
$1.03M - $1.13M
|
32.3K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.6K- 10.86% |
$1.1M - $1.2M
|
87.2K
$9.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 78.03% |
$1.21M - $1.32M
|
3.3K
$357K
|