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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
1.97K+ 9.3% |
$190K - $219K
|
23.2K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.66K+ 3.66% |
$160K - $185K
|
47.1K
$5.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
520+ 1.71% |
$50.1K - $57.7K
|
31K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.14% |
$289 - $333
|
2.19K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64New |
$6.17K - $7.1K
|
64
$6.89K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 0.21% |
$964 - $1.11K
|
4.8K
$517K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-8.34K- 15.98% |
$804K - $926K
|
43.9K
$4.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-71- 0.49% |
$6.84K - $7.88K
|
14.6K
$1.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$674 - $777
|
7
$753
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-106- 2.28% |
$10.2K - $11.8K
|
4.54K
$489K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 0.81% |
$2.41K - $2.78K
|
3.06K
$329K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59+ 0.21% |
$5.68K - $6.55K
|
28.3K
$3.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-346- 0.56% |
$33.3K - $38.4K
|
61.9K
$6.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.31% |
$674 - $777
|
2.26K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-101- 6.24% |
$9.73K - $11.2K
|
1.52K
$163K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.77K- 13.83% |
$170K - $196K
|
11K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.93KNew |
$186K - $215K
|
1.93K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-971- 80.05% |
$93.6K - $108K
|
242
$26K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
126+ 5.39% |
$12.1K - $14K
|
2.47K
$265K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.1% |
$1.25K - $1.44K
|
12.5K
$1.34M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-3.09K- 11.42% |
$298K - $343K
|
24K
$2.58M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.89K- 31.32% |
$308K - $378K
|
8.53K
$918K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.5K+ 23.72% |
$7.09M - $8.71M
|
467K
$50.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
73New |
$5.78K - $7.1K
|
73
$7.86K
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.64KNew |
$288K - $354K
|
3.64K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
175New |
$13.9K - $17K
|
175
$18.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.78K- 30.04% |
$775K - $952K
|
22.8K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.3K- 59.55% |
$420K - $516K
|
3.6K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.48KNew |
$196K - $241K
|
2.48K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-11.5K- 67.54% |
$909K - $1.12M
|
5.52K
$594K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
253New |
$20K - $24.6K
|
253
$27.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
578New |
$45.8K - $56.2K
|
578
$62.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.12K- 46.14% |
$168K - $207K
|
2.48K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
804+ 3.59% |
$63.7K - $78.2K
|
23.2K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 18.29% |
$5.07K - $6.23K
|
286
$30.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-326- 5.36% |
$25.8K - $31.7K
|
5.76K
$620K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.12KNew |
$168K - $207K
|
2.12K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-453- 14.89% |
$35.9K - $44.1K
|
2.59K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.13KNew |
$169K - $207K
|
2.13K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.43KNew |
$192K - $236K
|
2.43K
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.97% |
$3.56K - $4.38K
|
2.33K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
40New |
$3.17K - $3.89K
|
40
$4.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
175New |
$13.9K - $17K
|
175
$18.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-239- 4.86% |
$18.9K - $23.2K
|
4.68K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-459- 13.26% |
$36.4K - $44.7K
|
3K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-109K- 96.0% |
$8.65M - $10.6M
|
4.55K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-776- 12.86% |
$61.5K - $75.5K
|
5.26K
$566K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.09% |
$158 - $195
|
2.34K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-39- 2.39% |
$3.09K - $3.79K
|
1.59K
$171K
|
|