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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-414- 1.24% |
$39.9K - $46K
|
32.9K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.99K- 25.22% |
$288K - $332K
|
8.87K
$955K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
179+ 3.17% |
$17.2K - $19.9K
|
5.83K
$627K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.58K- 66.74% |
$249K - $286K
|
1.29K
$138K
|
|
|
Nov 10, 2025
Q3 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-261- 0.55% |
$25.1K - $29K
|
47.2K
$5.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91.3K- 67.84% |
$8.79M - $10.1M
|
43.3K
$4.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-465- 13.09% |
$44.8K - $51.6K
|
3.09K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
701+ 11.29% |
$67.5K - $77.8K
|
6.91K
$744K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.94KNew |
$380K - $437K
|
3.94K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-135- 50.75% |
$13K - $15K
|
131
$14.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.89KNew |
$182K - $209K
|
1.89K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-619- 50.08% |
$59.6K - $68.7K
|
617
$66.4K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73+ 0.2% |
$7.03K - $8.1K
|
37.3K
$4.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-316- 13.46% |
$30.4K - $35.1K
|
2.03K
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-190- 6.88% |
$18.3K - $21.1K
|
2.57K
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
591+ 2.13% |
$56.9K - $65.6K
|
28.3K
$3.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 1.98% |
$1.73K - $2K
|
929
$100K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.05K- 17.38% |
$680K - $783K
|
33.5K
$3.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.97KNew |
$190K - $219K
|
1.97K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.96K+ 12.72% |
$189K - $218K
|
17.4K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-140- 2.49% |
$13.5K - $15.5K
|
5.48K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
140+ 0.23% |
$13.5K - $15.5K
|
60.2K
$6.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-750- 5.96% |
$72.3K - $83.3K
|
11.8K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.92KNew |
$185K - $213K
|
1.92K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.21K+ 19.78% |
$117K - $135K
|
7.35K
$791K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-232- 0.66% |
$22.4K - $25.8K
|
35K
$3.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
295+ 7.12% |
$28.4K - $32.7K
|
4.44K
$478K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.88K+ 13.78% |
$181K - $209K
|
15.5K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
195+ 4.15% |
$18.8K - $21.6K
|
4.89K
$526K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.09% |
$385 - $444
|
4.68K
$503K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-472- 1.49% |
$45.5K - $52.4K
|
31.2K
$3.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-28- 0.79% |
$2.7K - $3.11K
|
3.5K
$377K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5+ 0.14% |
$482 - $555
|
3.64K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
513+ 7.75% |
$49.4K - $56.9K
|
7.13K
$768K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-133- 4.42% |
$12.8K - $14.8K
|
2.88K
$310K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.98K+ 2.85% |
$191K - $220K
|
71.6K
$7.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.84KNew |
$178K - $205K
|
1.84K
$198K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-148- 57.59% |
$14.3K - $16.4K
|
109
$11.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
580+ 0.41% |
$55.9K - $64.4K
|
142K
$15.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.67K+ 5.23% |
$353K - $407K
|
73.7K
$7.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
110New |
$10.6K - $12.2K
|
110
$11.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.04% |
$96.4 - $111
|
2.71K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-231- 4.82% |
$22.3K - $25.6K
|
4.56K
$491K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
628New |
$60.5K - $69.7K
|
628
$67.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
819+ 2.12% |
$78.9K - $90.9K
|
39.4K
$4.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8+ 0.18% |
$771 - $888
|
4.4K
$473K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
73+ 0.5% |
$7.03K - $8.1K
|
14.7K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.35K- 14.01% |
$901K - $1.04M
|
57.3K
$6.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-333- 0.5% |
$32.1K - $37K
|
66.6K
$7.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
379+ 4.91% |
$36.5K - $42.1K
|
8.1K
$872K
|
|