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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
368+ 14.29% |
$35.5K - $40.7K
|
2.94K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.87KNew |
$277K - $318K
|
2.87K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
286+ 28.37% |
$27.6K - $31.6K
|
1.29K
$109K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
49.3K+ 1108.11% |
$4.76M - $5.45M
|
53.7K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 62.4% |
$222K - $254K
|
5.99K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.14K- 40.94% |
$303K - $347K
|
4.53K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-33- 0.91% |
$3.18K - $3.65K
|
3.61K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.68K+ 8.85% |
$162K - $185K
|
20.6K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 0.04% |
$96.5 - $111
|
2.44K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.68KNew |
$452K - $518K
|
4.68K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 26.93% |
$12.4K - $14.3K
|
350
$29.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-489- 6.56% |
$47.2K - $54K
|
6.97K
$585K
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
810+ 0.33% |
$78.2K - $89.5K
|
248K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-35- 0.19% |
$3.38K - $3.87K
|
18.7K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10- 0.02% |
$965 - $1.11K
|
44.4K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-36- 0.56% |
$3.47K - $3.98K
|
6.44K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 150.0% |
$6.37K - $7.29K
|
110
$9.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-589- 8.93% |
$56.8K - $65.1K
|
6.01K
$505K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.19% |
$386 - $442
|
2.08K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-810- 9.81% |
$78.2K - $89.5K
|
7.45K
$625K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.04% |
$193 - $221
|
4.81K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
475+ 1.43% |
$45.8K - $52.5K
|
33.7K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.41% |
$1.35K - $1.55K
|
3.46K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.02K- 3.33% |
$98.7K - $113K
|
29.7K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
70+ 0.1% |
$6.76K - $7.74K
|
69.5K
$5.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.74K - $1.99K
|
18
$1.51K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4- 0.15% |
$386 - $442
|
2.69K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.03% |
$96.5 - $111
|
2.96K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 1.9% |
$111K - $127K
|
61.6K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.15K- 4.36% |
$497K - $569K
|
113K
$9.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$1.25K - $1.44K
|
13
$1.09K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.3KNew |
$1.57M - $1.8M
|
16.3K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-126- 2.74% |
$12.2K - $13.9K
|
4.47K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
13+ 0.6% |
$1.25K - $1.44K
|
2.18K
$183K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
298+ 7.29% |
$28.8K - $32.9K
|
4.39K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$96.5 - $111
|
2.51K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.01KNew |
$290K - $332K
|
3.01K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-14- 0.31% |
$1.35K - $1.55K
|
4.52K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.29% |
$96.5 - $111
|
343
$28.8K
|
|
| Q3 2024 | |||||||
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-454- 2.56% |
$40.6K - $45.7K
|
17.3K
$1.45M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-331- 2.42% |
$29.6K - $33.3K
|
13.3K
$1.12M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$187K - $210K
|
2.09K
$175K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
850New |
$75.9K - $85.5K
|
850
$71.4K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.2K+ 201.58% |
$2.16M - $2.43M
|
36.1K
$3.03M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.84% |
$89.3 - $101
|
120
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
19New |
$1.7K - $1.91K
|
19
$1.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 0.65% |
$1.79K - $2.01K
|
3.08K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
199New |
$17.8K - $20K
|
199
$16.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.4K- 74.05% |
$1.28M - $1.45M
|
5.04K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.12KNew |
$190K - $214K
|
2.12K
$178K
|
|