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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.9KNew |
$859K - $984K
|
8.9K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
4.34KNew |
$419K - $479K
|
4.34K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.77KNew |
$267K - $306K
|
2.77K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.75KNew |
$458K - $525K
|
4.75K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
501+ 1.8% |
$48.4K - $55.4K
|
28.4K
$2.38M
|
|
|
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
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
62New |
$5.98K - $6.85K
|
62
$5.2K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 26.94% |
$134K - $154K
|
3.77K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
410+ 1.35% |
$39.6K - $45.3K
|
30.7K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 15.21% |
$212K - $243K
|
16.7K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.05K+ 1.09% |
$102K - $116K
|
97.7K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
637+ 2.29% |
$61.5K - $70.4K
|
28.4K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.47K- 16.88% |
$914K - $1.05M
|
46.6K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-650- 15.75% |
$62.7K - $71.8K
|
3.48K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-80- 97.56% |
$7.72K - $8.84K
|
2
$168
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.9K+ 49.57% |
$4.14M - $4.75M
|
130K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-298Closed |
$28.8K - $32.9K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.11K+ 17.53% |
$204K - $233K
|
14.1K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.34K+ 100.0% |
$226K - $259K
|
4.68K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 3.38% |
$2.02M - $2.31M
|
641K
$53.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.79K+ 9.48% |
$366K - $419K
|
43.8K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-717- 3.0% |
$69.2K - $79.3K
|
23.2K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
33+ 0.49% |
$3.18K - $3.65K
|
6.78K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 8.0% |
$193 - $221
|
23
$1.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
302+ 14.77% |
$29.1K - $33.4K
|
2.35K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70- 0.44% |
$6.76K - $7.74K
|
15.7K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.4K+ 13.86% |
$6.99M - $8M
|
595K
$49.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
11.1KNew |
$1.07M - $1.23M
|
11.1K
$931K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.79KNew |
$463K - $530K
|
4.79K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-120- 4.99% |
$11.6K - $13.3K
|
2.28K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.08K+ 10.11% |
$780K - $893K
|
88K
$7.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
97+ 1.88% |
$9.36K - $10.7K
|
5.26K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 2.2% |
$4.92K - $5.64K
|
2.37K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
620+ 17.29% |
$59.8K - $68.5K
|
4.21K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55K+ 4.1% |
$246K - $282K
|
64.9K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 4.68% |
$278K - $318K
|
58.7K
$4.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 27.91% |
$3.47K - $3.98K
|
93
$7.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.3KNew |
$3.51M - $4.02M
|
36.3K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 2.61% |
$99.6K - $114K
|
38.5K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-173- 1.47% |
$16.7K - $19.1K
|
11.6K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
532New |
$51.3K - $58.8K
|
532
$44.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$194K - $222K
|
2.01K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202New |
$19.5K - $22.3K
|
202
$17K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
444KNew |
$42.8M - $49.1M
|
444K
$37.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
348+ 0.6% |
$33.6K - $38.5K
|
58.6K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70+ 1.29% |
$6.76K - $7.74K
|
5.51K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.77KNew |
$460K - $527K
|
4.77K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.99% |
$9.65K - $11.1K
|
4.92K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.12K+ 74.63% |
$591K - $676K
|
14.3K
$1.2M
|