Latest Institutional Transactions on First Tr Multi Cap Value Alpha (FAB)
This table provides information on the latest institutional transactions involving First Tr Multi Cap Value Alpha (FAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.2KClosed |
$268K - $320K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.84KNew |
$310K - $369K
|
4.84K
$397K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.01KClosed |
$320K - $382K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
678New |
$43.3K - $51.7K
|
678
$55.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 93.98% |
$16K - $19.1K
|
16
$1.31K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.81KNew |
$243K - $290K
|
3.81K
$312K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-130Closed |
$8.31K - $9.91K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.75KClosed |
$197K - $213K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-31Closed |
$2.22K - $2.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.1KNew |
$287K - $309K
|
4.1K
$336K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
42New |
$2.95K - $3.17K
|
42
$3.44K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$13.6K - $14.6K
|
200
$16.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$6.82K - $7.31K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.23KClosed |
$220K - $236K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-3.62KClosed |
$251K - $268K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54.9KClosed |
$3.15M - $3.87M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
24New |
$1.38K - $1.69K
|
24
$1.97K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-203Closed |
$9.5K - $11.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-96Closed |
$4.18K - $4.82K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 14, 2024
Q2 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-11.1KClosed |
$370K - $617K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12.2KClosed |
$404K - $674K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.08KClosed |
$157K - $296K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.24KClosed |
$366K - $421K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4KNew |
$780K - $898K
|
15.4K
$1.27M
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-173Closed |
$8.43K - $9.53K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-910Closed |
$45.6K - $51.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10KClosed |
$477K - $556K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2Closed |
$91.8 - $115
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.96KClosed |
$227K - $284K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-82Closed |
$3.76K - $4.7K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$341K - $360K
|
6.14K
$503K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-51Closed |
$2.84K - $3K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.32KNew |
$351K - $371K
|
6.32K
$518K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-424Closed |
$23.6K - $24.9K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-509Closed |
$27.1K - $29.2K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13.7KClosed |
$730K - $789K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.12KClosed |
$113K - $122K
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.99KClosed |
$212K - $229K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25.4KClosed |
$1.37M - $1.5M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.13KClosed |
$328K - $350K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$53.4 - $53.7
|
1
$82
|
|