Purchases and Sales Made in Q1 2025 in First Tr Multi Cap Value Alpha (FAB)
This table provides information about the institutional ownership of First Tr Multi Cap Value Alpha (FAB) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR MULTI CAP VALUE ALPHA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7K+ 184.91% |
$2.3M - $2.56M
|
45.8K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
20.9KNew |
$1.61M - $1.79M
|
20.9K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.77K+ 108544.44% |
$755K - $840K
|
9.78K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.26KNew |
$561K - $624K
|
7.26K
$582K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.29K+ 206.2% |
$409K - $455K
|
7.85K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.3KNew |
$333K - $370K
|
4.3K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.01K+ 4.15% |
$155K - $173K
|
50.4K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 31.73% |
$121K - $134K
|
6.47K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
997+ 100.0% |
$77.1K - $85.8K
|
1.99K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
869+ 371.37% |
$67.2K - $74.7K
|
1.1K
$88.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
834+ 8.2% |
$64.5K - $71.7K
|
11K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
722+ 1.74% |
$55.8K - $62.1K
|
42.3K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
656+ 11.84% |
$50.7K - $56.4K
|
6.2K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
490+ 3.28% |
$37.9K - $42.1K
|
15.4K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
382+ 155.28% |
$29.5K - $32.9K
|
628
$50.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
184New |
$14.2K - $15.8K
|
184
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
100New |
$7.73K - $8.6K
|
100
$8.01K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
72+ 1.52% |
$5.57K - $6.19K
|
4.82K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$2.4K - $2.67K
|
31
$2.48K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$1.55K - $1.72K
|
20
$1.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20+ 0.25% |
$1.55K - $1.72K
|
8K
$641K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13+ 0.18% |
$1.01K - $1.12K
|
7.2K
$577K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.18% |
$464 - $516
|
3.28K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.28% |
$232 - $258
|
1.07K
$86.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.01% |
$77.3 - $86
|
7.75K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 11.11% |
$232 - $258
|
24
$1.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-79- 1.6% |
$6.11K - $6.79K
|
4.86K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-102- 1.13% |
$7.89K - $8.77K
|
8.96K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-143- 0.65% |
$11.1K - $12.3K
|
22K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-195- 2.61% |
$15.1K - $16.8K
|
7.27K
$582K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-216- 3.75% |
$16.7K - $18.6K
|
5.54K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-293- 6.74% |
$22.7K - $25.2K
|
4.06K
$325K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-358- 29.88% |
$27.7K - $30.8K
|
840
$67.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-382- 60.83% |
$29.5K - $32.9K
|
246
$19.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-518- 0.86% |
$40.1K - $44.6K
|
59.7K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-640- 1.7% |
$49.5K - $55K
|
37K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-693- 7.9% |
$53.6K - $59.6K
|
8.08K
$647K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-912- 2.23% |
$70.5K - $78.4K
|
40K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-986- 1.46% |
$76.2K - $84.8K
|
66.4K
$5.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-997- 50.0% |
$77.1K - $85.8K
|
997
$79.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.59KClosed |
$123K - $137K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 7.33% |
$134K - $149K
|
21.9K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.28K- 8.89% |
$176K - $196K
|
23.3K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.47K- 97.43% |
$191K - $212K
|
65
$5.21K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.48K- 18.05% |
$191K - $213K
|
11.2K
$901K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.59K- 58.51% |
$355K - $395K
|
3.26K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.3K- 53.77% |
$3.04M - $3.38M
|
33.8K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-104K- 89.48% |
$8.05M - $8.95M
|
12.2K
$981K
|