Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
123+ 26.68% |
$10.6K - $11.5K
|
584
$60.2K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
119New |
$10.2K - $11.1K
|
119
$12.3K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100New |
$8.58K - $9.32K
|
100
$10.3K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
90+ 2.82% |
$7.73K - $8.39K
|
3.29K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
89+ 2.99% |
$7.64K - $8.3K
|
3.06K
$316K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64New |
$5.49K - $5.97K
|
64
$6.6K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
60+ 2.36% |
$5.15K - $5.59K
|
2.6K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
55+ 41.04% |
$4.72K - $5.13K
|
189
$19.5K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
47+ 1.6% |
$4.03K - $4.38K
|
2.98K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
40+ 0.33% |
$3.43K - $3.73K
|
12.3K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
27+ 1.21% |
$2.32K - $2.52K
|
2.26K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$1.55K - $1.68K
|
18
$1.86K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
15+ 0.32% |
$1.29K - $1.4K
|
4.63K
$478K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.08% |
$172 - $186
|
2.46K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$172 - $186
|
2.19K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$85.8 - $93.2
|
3.36K
$346K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.93% |
$85.8 - $93.2
|
109
$11.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 4.89% |
$2.15K - $2.33K
|
486
$50.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-26- 0.26% |
$2.23K - $2.42K
|
9.85K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.59% |
$2.58K - $2.8K
|
5.09K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-33- 1.24% |
$2.83K - $3.08K
|
2.62K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-33- 0.81% |
$2.83K - $3.08K
|
4.05K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35- 5.3% |
$3K - $3.26K
|
625
$64.4K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-45- 0.32% |
$3.86K - $4.2K
|
14K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-86- 2.94% |
$7.38K - $8.02K
|
2.84K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-98- 2.53% |
$8.41K - $9.14K
|
3.78K
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-151- 2.29% |
$13K - $14.1K
|
6.44K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-169- 3.36% |
$14.5K - $15.8K
|
4.86K
$501K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-213- 2.02% |
$18.3K - $19.9K
|
10.3K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-217- 5.25% |
$18.6K - $20.2K
|
3.92K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-238- 2.81% |
$20.4K - $22.2K
|
8.22K
$848K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-250- 3.5% |
$21.5K - $23.3K
|
6.9K
$712K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-254- 73.2% |
$21.8K - $23.7K
|
93
$9.59K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-275- 4.89% |
$23.6K - $25.6K
|
5.35K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-336- 7.06% |
$28.8K - $31.3K
|
4.42K
$456K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-419- 28.35% |
$36K - $39.1K
|
1.06K
$109K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-425- 0.9% |
$36.5K - $39.6K
|
46.9K
$4.84M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-526- 10.7% |
$45.2K - $49K
|
4.39K
$452K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-571- 5.11% |
$49K - $53.2K
|
10.6K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-577- 16.83% |
$49.5K - $53.8K
|
2.85K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-765- 16.88% |
$65.7K - $71.3K
|
3.77K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-822- 4.46% |
$70.6K - $76.6K
|
17.6K
$1.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-823- 8.95% |
$70.6K - $76.7K
|
8.37K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.01K- 5.24% |
$86.3K - $93.7K
|
18.2K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.73K- 10.37% |
$148K - $161K
|
14.9K
$1.54M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-1.82K- 2.08% |
$157K - $170K
|
86.1K
$8.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.91K- 26.98% |
$164K - $178K
|
5.16K
$532K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.93K- 5.08% |
$165K - $180K
|
36K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.07K- 8.14% |
$178K - $193K
|
23.4K
$2.41M
|