Purchases and Sales Made in Q1 2023 in First Tr Small Cap Core Alphad (FYX)

FYX Quotes by TradingView

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
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
127
+ 2.93%
$9.75K - $11.4K
4.47K $486K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
115
+ 58.67%
$8.83K - $10.4K
311 $33.8K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
91
New
$6.99K - $8.19K
91 $9.9K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
66
+ 0.46%
$5.07K - $5.94K
14.3K $1.55M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
64
+ 0.94%
$4.91K - $5.76K
6.86K $746K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
35
New
$2.69K - $3.15K
35 $3.81K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
11
+ 0.2%
$845 - $990
5.38K $586K
May 02, 2023 Q1 2023
Tfg Advisers LLC

BUY
 -
10
+ 0.2%
$768 - $900
5.04K $548K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
2
+ 0.06%
$154 - $180
3.34K $364K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2
+ 0.01%
$154 - $180
15.2K $1.65M
May 04, 2023 Q1 2023
Wealth Effects LLC

BUY
 -
1
+ 0.03%
$76.8 - $90
2.96K $322K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-12
- 1.53%
$921 - $1.08K
773 $84.1K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-20
- 0.4%
$1.54K - $1.8K
4.95K $539K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-43
- 1.42%
$3.3K - $3.87K
2.98K $325K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

SELL
 -
-48
- 0.89%
$3.69K - $4.32K
5.32K $579K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-84
- 77.06%
$6.45K - $7.56K
25 $2.72K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-84
- 70.59%
$6.45K - $7.56K
35 $3.81K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-90
- 2.16%
$6.91K - $8.1K
4.07K $443K
May 02, 2023 Q1 2023
Wealth Alliance Advisory Group, LLC

SELL
 -
-99
- 0.09%
$7.6K - $8.91K
109K $11.8M
May 03, 2023 Q1 2023
Element Wealth, LLC

SELL
 -
-114
- 2.45%
$8.75K - $10.3K
4.53K $493K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-120
- 0.66%
$9.21K - $10.8K
17.9K $1.95M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-178
- 0.96%
$13.7K - $16K
18.4K $2.01M
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
SELL
 -
-178
- 0.96%
$13.7K - $16K
18.4K $2.01M
Apr 18, 2023 Q1 2023
Retirement Guys Formula LLC

SELL
 -
-206
- 0.68%
$15.8K - $18.5K
30K $3.26M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-251
Closed
$19.3K - $22.6K
0 $0
May 09, 2023 Q1 2023
Us Bancorp \De\

SELL
 -
-307
- 6.28%
$23.6K - $27.6K
4.58K $499K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

SELL
 -
-315
- 3.97%
$24.2K - $28.4K
7.62K $829K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-317
- 10.97%
$24.3K - $28.5K
2.57K $280K
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

SELL
 -
-333
- 4.0%
$25.6K - $30K
7.99K $870K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-384
- 1.61%
$29.5K - $34.6K
23.4K $2.55M
May 10, 2023 Q1 2023
Spectrum Wealth Advisory Group, LLC

SELL
 -
-396
- 0.58%
$30.4K - $35.6K
68K $7.4M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-432
- 11.21%
$33.2K - $38.9K
3.42K $372K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-433
- 0.51%
$33.3K - $39K
84.9K $9.24M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-486
- 2.2%
$37.3K - $43.7K
21.6K $2.35M
Apr 20, 2023 Q1 2023
Lvz, Inc.

SELL
 -
-494
- 2.1%
$37.9K - $44.5K
23.1K $2.51M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-712
- 21.58%
$54.7K - $64.1K
2.59K $282K
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-753
- 15.78%
$57.8K - $67.8K
4.02K $437K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-900
- 15.65%
$69.1K - $81K
4.85K $528K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-912
- 2.63%
$70K - $82.1K
33.7K $3.67M
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-1.21K
- 5.51%
$93.2K - $109K
20.8K $2.27M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

SELL
 -
-1.32K
- 20.67%
$101K - $119K
5.07K $551K
Apr 12, 2023 Q1 2023
Private Trust CO Na

SELL
 -
-1.4K
- 43.21%
$108K - $126K
1.84K $200K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-1.51K
- 89.58%
$116K - $135K
175 $19K
Apr 03, 2023 Q1 2023
Park National Corp

SELL
 -
-1.62K
- 2.97%
$125K - $146K
53K $5.76M
Apr 18, 2023 Q1 2023
Allworth Financial LP

SELL
 -
-1.84K
- 24.83%
$141K - $165K
5.56K $605K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.52K
- 2.66%
$194K - $227K
92.3K $10M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-2.54K
- 9.7%
$195K - $228K
23.6K $2.57M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-3.33K
- 4.26%
$256K - $300K
74.9K $8.15M
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-3.59K
- 50.51%
$276K - $323K
3.52K $383K

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