Latest Institutional Transactions on First Tr Small Cap Core Alphad (FYX)
This table provides information on the latest institutional transactions involving First Tr Small Cap Core Alphad (FYX) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.29K+ 33.3% |
$704K - $806K
|
29.2K
$2.73M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5+ 0.28% |
$483 - $553
|
1.78K
$167K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.64% |
$96.5 - $111
|
158
$14.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.08KNew |
$104K - $119K
|
1.08K
$101K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
781+ 6.86% |
$75.4K - $86.3K
|
12.2K
$1.14M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.03KNew |
$196K - $224K
|
2.03K
$190K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-453- 13.58% |
$43.7K - $50.1K
|
2.88K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.32K+ 2.91% |
$224K - $257K
|
82.2K
$7.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.46K+ 1.71% |
$334K - $382K
|
206K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
803+ 9.67% |
$77.5K - $88.8K
|
9.1K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.06% |
$2.51K - $2.87K
|
45.4K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.73K- 27.78% |
$360K - $412K
|
9.7K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.3K- 5.59% |
$2.44M - $2.8M
|
427K
$40M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-671- 4.37% |
$64.8K - $74.2K
|
14.7K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.49KNew |
$240K - $275K
|
2.49K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-718- 2.34% |
$69.3K - $79.4K
|
29.9K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
506+ 23.91% |
$48.8K - $55.9K
|
2.62K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 20.65% |
$1.95M - $2.23M
|
118K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.44K+ 34.95% |
$139K - $159K
|
5.55K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.09% |
$386 - $442
|
4.42K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-299- 2.59% |
$28.9K - $33K
|
11.2K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$560K - $641K
|
5.8K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
574New |
$55.4K - $63.4K
|
574
$53.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.7KNew |
$936K - $1.07M
|
9.7K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.59K- 47.11% |
$347K - $397K
|
4.03K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
638+ 2.7% |
$61.6K - $70.5K
|
24.2K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-96- 3.15% |
$9.26K - $10.6K
|
2.95K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.1K+ 9.41% |
$6.67M - $7.63M
|
803K
$75.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
15.9KNew |
$1.53M - $1.76M
|
15.9K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.21K- 25.04% |
$213K - $244K
|
6.6K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-718- 16.06% |
$69.3K - $79.4K
|
3.75K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.81K- 1.77% |
$657K - $752K
|
378K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.9KNew |
$859K - $984K
|
8.9K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-622- 18.63% |
$60K - $68.7K
|
2.72K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
4.34KNew |
$419K - $479K
|
4.34K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
62New |
$5.98K - $6.85K
|
62
$5.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.75KNew |
$458K - $525K
|
4.75K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
501+ 1.8% |
$48.4K - $55.4K
|
28.4K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
247+ 5.22% |
$23.8K - $27.3K
|
4.98K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 26.94% |
$134K - $154K
|
3.77K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
410+ 1.35% |
$39.6K - $45.3K
|
30.7K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 15.21% |
$212K - $243K
|
16.7K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-80- 97.56% |
$7.72K - $8.84K
|
2
$187
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-650- 15.75% |
$62.7K - $71.8K
|
3.48K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.47K- 16.88% |
$914K - $1.05M
|
46.6K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
637+ 2.29% |
$61.5K - $70.4K
|
28.4K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.05K+ 1.09% |
$102K - $116K
|
97.7K
$9.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.77KNew |
$267K - $306K
|
2.77K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 8.0% |
$193 - $221
|
23
$2.15K
|