Latest Institutional Transactions on First Tr Multi Cap Growth Alph (FAD)
This table provides information on the latest institutional transactions involving First Tr Multi Cap Growth Alph (FAD) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-295K- 99.23% |
$38.9M - $44.3M
|
2.3K
$323K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$118 - $134
|
406
$56.9K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.61KNew |
$190K - $215K
|
1.61K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5K+ 298.11% |
$2.78M - $3.14M
|
31.4K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 5.88% |
$118 - $134
|
16
$2.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-375- 18.68% |
$44.3K - $50.1K
|
1.63K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.09KNew |
$482K - $546K
|
4.09K
$573K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.72KNew |
$203K - $230K
|
1.72K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 17.25% |
$5.19K - $5.88K
|
211
$29.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$177K - $200K
|
1.5K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 66.67% |
$5.9K - $6.68K
|
25
$3.51K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145+ 7.55% |
$17.1K - $19.4K
|
2.07K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$135K - $153K
|
1.14K
$160K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.3K- 37.68% |
$5.93M - $6.72M
|
83.1K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159- 1.01% |
$18.8K - $21.2K
|
15.6K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
121+ 5.05% |
$14.3K - $16.2K
|
2.52K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-326- 1.2% |
$38.5K - $43.6K
|
26.8K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$178K - $202K
|
1.51K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.4KNew |
$1.69M - $1.92M
|
14.4K
$2.01M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-366- 0.78% |
$41.9K - $45.6K
|
46.3K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.53K+ 47.66% |
$749K - $815K
|
20.2K
$2.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.73KNew |
$313K - $340K
|
2.73K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
50New |
$5.73K - $6.24K
|
50
$7.01K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$28.7K - $31.2K
|
250
$35.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
605New |
$69.3K - $75.5K
|
605
$84.8K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 12.41% |
$155K - $168K
|
9.52K
$1.33M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
826+ 37.63% |
$89.7K - $103K
|
3.02K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-853- 27.14% |
$92.6K - $106K
|
2.29K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.72% |
$109 - $125
|
59
$8.27K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90New |
$9.77K - $11.2K
|
90
$12.6K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$13.9K - $17K
|
150
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-124- 2.98% |
$11.5K - $14.1K
|
4.03K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
750New |
$69.7K - $85.1K
|
750
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-864- 4.39% |
$80.3K - $98K
|
18.8K
$2.64M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.39K+ 2.87% |
$137K - $152K
|
49.7K
$6.98M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-121- 1.26% |
$11.5K - $12.8K
|
9.51K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.01KNew |
$191K - $212K
|
2.01K
$282K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-539- 17.19% |
$51.3K - $56.9K
|
2.6K
$364K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 0.35% |
$1.53K - $1.73K
|
4.94K
$692K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$5.01M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.79KClosed |
$432K - $488K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.9KNew |
$712K - $805K
|
7.9K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$18K - $20.4K
|
200
$28K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.3KNew |
$478K - $540K
|
5.3K
$743K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50New |
$4.46K - $5.33K
|
50
$7.01K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.79KClosed |
$427K - $510K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-86Closed |
$7.67K - $9.16K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.38KClosed |
$212K - $269K
|
0
$0
|
|