Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.7K+ 5.33% |
$2.43M - $2.85M
|
626K
$68.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31.6KNew |
$2.42M - $2.84M
|
31.6K
$3.43M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
13KNew |
$998K - $1.17M
|
13K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.7KNew |
$977K - $1.15M
|
12.7K
$1.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 8.19% |
$840K - $985K
|
145K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.72K+ 1.7% |
$747K - $875K
|
581K
$63.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.68K+ 1.26% |
$743K - $871K
|
776K
$84.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.68K+ 2.26% |
$743K - $871K
|
438K
$47.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.64K+ 13.52% |
$740K - $868K
|
80.9K
$8.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.61K+ 12.8% |
$661K - $775K
|
75.8K
$8.25M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.63KNew |
$586K - $687K
|
7.63K
$830K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.27K+ 87.8% |
$481K - $564K
|
13.4K
$1.46M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
5.12KNew |
$393K - $461K
|
5.12K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.75K+ 5.84% |
$365K - $427K
|
86.1K
$9.36M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.33KNew |
$332K - $390K
|
4.33K
$471K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.16K+ 67.07% |
$320K - $375K
|
10.4K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.91K+ 22.3% |
$300K - $352K
|
21.4K
$2.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.71K+ 6.39% |
$285K - $334K
|
61.8K
$6.72M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69K+ 5.96% |
$283K - $332K
|
65.6K
$7.13M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.27KNew |
$251K - $294K
|
3.27K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.02K+ 11.92% |
$232K - $272K
|
28.4K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.02K+ 37.33% |
$232K - $272K
|
11.1K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.93K+ 7.43% |
$225K - $263K
|
42.3K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.74K+ 51.6% |
$210K - $247K
|
8.05K
$876K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.54K+ 10.74% |
$195K - $228K
|
26.1K
$2.84M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.1K+ 496.45% |
$161K - $189K
|
2.52K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$154K - $180K
|
2K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88K+ 5.52% |
$145K - $170K
|
36K
$3.91M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 112.95% |
$139K - $163K
|
3.42K
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.73K+ 0.79% |
$133K - $156K
|
220K
$23.9M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.7K+ 2.29% |
$131K - $153K
|
75.9K
$8.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 3.22% |
$129K - $151K
|
53.8K
$5.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.61K+ 0.87% |
$124K - $145K
|
187K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.52K+ 198.43% |
$117K - $137K
|
2.28K
$248K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.35KNew |
$104K - $122K
|
1.35K
$147K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 3.9% |
$102K - $120K
|
35.4K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.32K+ 3.1% |
$101K - $118K
|
43.7K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.21K+ 6.12% |
$92.9K - $109K
|
21K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.09KNew |
$83.7K - $98.1K
|
1.09K
$119K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.06K+ 2.79% |
$81.1K - $95.1K
|
38.9K
$4.23M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
872+ 3.84% |
$67K - $78.5K
|
23.6K
$2.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
660New |
$50.7K - $59.4K
|
660
$71.8K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
633+ 0.91% |
$48.6K - $57K
|
70.2K
$7.64M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
554+ 2.4% |
$42.5K - $49.9K
|
23.6K
$2.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
514New |
$39.5K - $46.3K
|
514
$55.9K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
405+ 13.04% |
$31.1K - $36.5K
|
3.51K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
296+ 4.5% |
$22.7K - $26.6K
|
6.88K
$748K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
231+ 1.13% |
$17.7K - $20.8K
|
20.7K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
204+ 3.82% |
$15.7K - $18.4K
|
5.54K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
139+ 3.71% |
$10.7K - $12.5K
|
3.89K
$423K
|