Purchases and Sales Made in Q4 2024 in First Tr Small Cap Core Alphad (FYX)
This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR SMALL CAP CORE ALPHAD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
444KNew |
$42.8M - $49.1M
|
444K
$43.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.4K+ 13.86% |
$6.99M - $8M
|
595K
$58.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.1K+ 9.41% |
$6.67M - $7.63M
|
803K
$78.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
49.3K+ 1108.11% |
$4.76M - $5.45M
|
53.7K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.9K+ 49.57% |
$4.14M - $4.75M
|
130K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.3KNew |
$3.51M - $4.02M
|
36.3K
$3.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 3.38% |
$2.02M - $2.31M
|
641K
$62.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 20.65% |
$1.95M - $2.23M
|
118K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.3KNew |
$1.57M - $1.8M
|
16.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
15.9KNew |
$1.53M - $1.76M
|
15.9K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
13.7KNew |
$1.32M - $1.51M
|
13.7K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
11.1KNew |
$1.07M - $1.23M
|
11.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.7KNew |
$936K - $1.07M
|
9.7K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.9KNew |
$859K - $984K
|
8.9K
$869K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.6K+ 3.22% |
$830K - $951K
|
276K
$26.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.08K+ 10.11% |
$780K - $893K
|
88K
$8.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.12K+ 74.63% |
$591K - $676K
|
14.3K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$560K - $641K
|
5.8K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.79KNew |
$463K - $530K
|
4.79K
$468K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.77KNew |
$460K - $527K
|
4.77K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.75KNew |
$458K - $525K
|
4.75K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.68KNew |
$452K - $518K
|
4.68K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
4.34KNew |
$419K - $479K
|
4.34K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.79K+ 9.48% |
$366K - $419K
|
43.8K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.46K+ 1.71% |
$334K - $382K
|
206K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.01KNew |
$290K - $332K
|
3.01K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.87KNew |
$277K - $318K
|
2.87K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.77KNew |
$267K - $306K
|
2.77K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55K+ 4.1% |
$246K - $282K
|
64.9K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.49KNew |
$240K - $275K
|
2.49K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.4K+ 17.37% |
$231K - $265K
|
16.2K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.34K+ 100.0% |
$226K - $259K
|
4.68K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.32K+ 2.91% |
$224K - $257K
|
82.2K
$8.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 62.4% |
$222K - $254K
|
5.99K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 15.21% |
$212K - $243K
|
16.7K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.11K+ 17.53% |
$204K - $233K
|
14.1K
$1.38M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.03KNew |
$196K - $224K
|
2.03K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$194K - $222K
|
2.01K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.68K+ 8.85% |
$162K - $185K
|
20.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.44K+ 34.95% |
$139K - $159K
|
5.55K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 1.9% |
$111K - $127K
|
61.6K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.05K+ 1.09% |
$102K - $116K
|
97.7K
$9.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
830+ 2.37% |
$80.1K - $91.7K
|
35.9K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
810+ 0.33% |
$78.2K - $89.5K
|
248K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
803+ 9.67% |
$77.5K - $88.8K
|
9.1K
$889K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
781+ 6.86% |
$75.4K - $86.3K
|
12.2K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
638+ 2.7% |
$61.6K - $70.5K
|
24.2K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
637+ 2.29% |
$61.5K - $70.4K
|
28.4K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
620+ 17.29% |
$59.8K - $68.5K
|
4.21K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
574New |
$55.4K - $63.4K
|
574
$56.1K
|