Latest Institutional Purchases of First Tr Small Cap Core Alphad (FYX)
This list provides information on the latest institutional transactions involving First Tr Small Cap Core Alphad (FYX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
76.6K+ 35.71% |
$7.38M - $8.5M
|
291K
$31.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3KNew |
$1.67M - $1.92M
|
17.3K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.15K+ 6.86% |
$882K - $1.02M
|
143K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.95KNew |
$574K - $661K
|
5.95K
$641K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.67K+ 48.6% |
$450K - $518K
|
14.3K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.57KNew |
$441K - $508K
|
4.57K
$492K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.94KNew |
$380K - $437K
|
3.94K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.67K+ 5.23% |
$353K - $407K
|
73.7K
$7.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.35K+ 15.01% |
$226K - $260K
|
18K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.98K+ 2.85% |
$191K - $220K
|
71.6K
$7.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.97KNew |
$190K - $219K
|
1.97K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
1.97K+ 9.3% |
$190K - $219K
|
23.2K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.96K+ 12.72% |
$189K - $218K
|
17.4K
$1.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.93KNew |
$186K - $215K
|
1.93K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.92KNew |
$185K - $213K
|
1.92K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.89KNew |
$182K - $209K
|
1.89K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.88K+ 13.78% |
$181K - $209K
|
15.5K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.84KNew |
$178K - $205K
|
1.84K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.66K+ 3.66% |
$160K - $185K
|
47.1K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.45K+ 3.4% |
$140K - $161K
|
44.2K
$4.76M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
1.43K+ 10.61% |
$138K - $159K
|
14.9K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.21K+ 19.78% |
$117K - $135K
|
7.35K
$791K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
935+ 21.03% |
$90.1K - $104K
|
5.38K
$579K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
903+ 5.95% |
$87K - $100K
|
16.1K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
819+ 2.12% |
$78.9K - $90.9K
|
39.4K
$4.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
701+ 11.29% |
$67.5K - $77.8K
|
6.91K
$744K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
628New |
$60.5K - $69.7K
|
628
$67.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
591+ 2.13% |
$56.9K - $65.6K
|
28.3K
$3.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
580+ 0.41% |
$55.9K - $64.4K
|
142K
$15.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
520+ 1.71% |
$50.1K - $57.7K
|
31K
$3.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
513+ 7.75% |
$49.4K - $56.9K
|
7.13K
$768K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
379+ 4.91% |
$36.5K - $42.1K
|
8.1K
$872K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
310+ 13.83% |
$29.9K - $34.4K
|
2.55K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
295+ 7.12% |
$28.4K - $32.7K
|
4.44K
$478K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
195+ 4.15% |
$18.8K - $21.6K
|
4.89K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
179+ 3.17% |
$17.2K - $19.9K
|
5.83K
$627K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
154+ 4.38% |
$14.8K - $17.1K
|
3.67K
$395K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
140+ 0.23% |
$13.5K - $15.5K
|
60.2K
$6.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
126+ 5.39% |
$12.1K - $14K
|
2.47K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
119+ 5.04% |
$11.5K - $13.2K
|
2.48K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
110New |
$10.6K - $12.2K
|
110
$11.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73+ 0.2% |
$7.03K - $8.1K
|
37.3K
$4.01M
|
|
|
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 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64New |
$6.17K - $7.1K
|
64
$6.89K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59+ 0.21% |
$5.68K - $6.55K
|
28.3K
$3.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 1.98% |
$1.73K - $2K
|
929
$100K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17+ 0.64% |
$1.64K - $1.89K
|
2.65K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8+ 0.18% |
$771 - $888
|
4.4K
$473K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$674 - $777
|
7
$753
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5+ 0.14% |
$482 - $555
|
3.64K
$392K
|
|