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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.4K+ 32.81% |
$1.91M - $2.15M
|
86.6K
$8.93M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
328+ 2.97% |
$29.3K - $33K
|
11.4K
$1.17M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$187K - $210K
|
2.09K
$215K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
850New |
$75.9K - $85.5K
|
850
$87.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.8KNew |
$1.68M - $1.89M
|
18.8K
$1.93M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.2K+ 201.58% |
$2.16M - $2.43M
|
36.1K
$3.73M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.84% |
$89.3 - $101
|
120
$12.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6.69K+ 5.99% |
$597K - $673K
|
118K
$12.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61- 0.42% |
$5.45K - $6.14K
|
14.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-132- 61.68% |
$11.8K - $13.3K
|
82
$8.46K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.56K- 11.45% |
$139K - $157K
|
12K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.7K- 93.54% |
$6.67M - $7.52M
|
5.16K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 5.69% |
$129K - $145K
|
23.9K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-437- 1.09% |
$39K - $44K
|
39.5K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.3KNew |
$741K - $835K
|
8.3K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 5.83% |
$26.8K - $30.2K
|
5.44K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.12KNew |
$189K - $213K
|
2.12K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.13K- 1.52% |
$279K - $314K
|
203K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 0.65% |
$1.79K - $2.01K
|
3.08K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.11KNew |
$367K - $414K
|
4.11K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
19New |
$1.7K - $1.91K
|
19
$1.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 24.18% |
$976K - $1.1M
|
56.1K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.47K+ 0.32% |
$131K - $147K
|
453K
$46.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.22K- 44.91% |
$555K - $626K
|
7.63K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-550- 3.46% |
$49.1K - $55.3K
|
15.3K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
672+ 8.26% |
$60K - $67.6K
|
8.81K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.4K- 74.05% |
$1.28M - $1.45M
|
5.04K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$2.74M - $3.08M
|
30.6K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 3.23% |
$1.15M - $1.29M
|
385K
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.5KNew |
$1.03M - $1.16M
|
11.5K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-930- 1.57% |
$83.1K - $93.6K
|
58.2K
$6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
61+ 0.26% |
$5.45K - $6.14K
|
23.6K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
199New |
$17.8K - $20K
|
199
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
869+ 35.18% |
$77.6K - $87.4K
|
3.34K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.41% |
$1.61K - $1.81K
|
4.42K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.1K+ 4.12% |
$2.6M - $2.92M
|
734K
$75.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.63K+ 16.09% |
$235K - $264K
|
18.9K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-252- 0.56% |
$22.5K - $25.4K
|
44.4K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.27K+ 4.79% |
$113K - $128K
|
27.8K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 15.15% |
$994K - $1.12M
|
62.3K
$6.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.8K+ 7.05% |
$3.65M - $4.11M
|
620K
$64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-230- 7.42% |
$20.5K - $23.1K
|
2.87K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.46K- 2.31% |
$130K - $147K
|
61.6K
$6.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.13KNew |
$369K - $415K
|
4.13K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54.9K- 36.23% |
$4.91M - $5.53M
|
96.7K
$9.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-682- 0.85% |
$60.9K - $68.6K
|
79.8K
$8.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.12KNew |
$190K - $214K
|
2.12K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.17KNew |
$194K - $218K
|
2.17K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.64% |
$89.3 - $101
|
157
$16.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.64K- 14.37% |
$236K - $266K
|
15.7K
$1.62M
|