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, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.34K+ 26221.43% |
$545K - $622K
|
7.37K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
496+ 16.54% |
$36.8K - $42K
|
3.49K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$240K - $273K
|
3.23K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.3K- 29.55% |
$96.5K - $110K
|
3.1K
$317K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-266- 8.01% |
$19.7K - $22.5K
|
3.05K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.57KNew |
$190K - $217K
|
2.57K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
597+ 1.3% |
$44.3K - $50.5K
|
46.5K
$4.75M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17New |
$1.26K - $1.44K
|
17
$1.74K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17New |
$1.26K - $1.44K
|
17
$1.74K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.26KClosed |
$237K - $291K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
160New |
$11.6K - $14.3K
|
160
$16.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 133.26% |
$131K - $161K
|
3.15K
$322K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
285New |
$20.7K - $25.5K
|
285
$29.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.34% |
$72.7 - $89.3
|
296
$30.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
97New |
$7.05K - $8.66K
|
97
$9.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.47KNew |
$325K - $399K
|
4.47K
$457K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.41KClosed |
$179K - $222K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.57KNew |
$341K - $422K
|
4.57K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-239- 1.62% |
$17.8K - $22K
|
14.5K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.24KClosed |
$167K - $207K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.47KClosed |
$259K - $320K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
957New |
$71.3K - $88.2K
|
957
$97.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.6KNew |
$119K - $148K
|
1.6K
$163K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.27K- 50.34% |
$94.8K - $117K
|
1.26K
$128K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-116Closed |
$8.65K - $10.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
220New |
$16.4K - $20.3K
|
220
$22.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-10.7K- 67.29% |
$795K - $984K
|
5.19K
$530K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
509New |
$37.9K - $46.9K
|
509
$52K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.1K- 84.16% |
$2.61M - $3.23M
|
6.6K
$674K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-147Closed |
$11K - $13.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-114- 1.47% |
$8.5K - $10.5K
|
7.64K
$780K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.53KClosed |
$114K - $141K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30Closed |
$2.24K - $2.77K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21KClosed |
$105K - $119K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17KClosed |
$1.47M - $1.68M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.32KClosed |
$201K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-58.2KClosed |
$5.05M - $5.74M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-5.06KClosed |
$439K - $499K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-54Closed |
$4.69K - $5.33K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.15% |
$86.8 - $98.6
|
88
$8.99K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
85New |
$7.38K - $8.38K
|
85
$8.68K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.2KClosed |
$970K - $1.1M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.99KClosed |
$260K - $295K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
5.5KNew |
$477K - $542K
|
5.5K
$562K
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-31.5KClosed |
$2.74M - $3.11M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-152Closed |
$13.2K - $15K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-21.4KClosed |
$1.85M - $2.11M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.57KClosed |
$483K - $549K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.3KClosed |
$373K - $424K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.14KClosed |
$186K - $211K
|
0
$0
|
|