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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.39K- 1.1% |
$205K - $223K
|
215K
$22.1M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.65K- 8.25% |
$228K - $247K
|
29.5K
$3.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.72K- 10.7% |
$233K - $254K
|
22.7K
$2.34M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.23K- 0.46% |
$277K - $301K
|
702K
$72.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.75K- 35.56% |
$322K - $350K
|
6.8K
$701K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.77K- 58.88% |
$324K - $352K
|
2.63K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.83K- 6.61% |
$329K - $357K
|
54.2K
$5.59M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.89K- 5.85% |
$420K - $456K
|
78.6K
$8.1M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.89K- 7.64% |
$420K - $456K
|
59.1K
$6.09M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.89K- 52.62% |
$505K - $549K
|
5.3K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.47K- 7.09% |
$641K - $697K
|
98K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 13.63% |
$886K - $963K
|
65.4K
$6.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.5K- 59.47% |
$901K - $979K
|
7.15K
$738K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-10.9K- 48.31% |
$940K - $1.02M
|
11.7K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.8K- 65.24% |
$1.1M - $1.19M
|
6.83K
$704K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.5K- 3.39% |
$1.16M - $1.26M
|
385K
$39.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 3.37% |
$1.61M - $1.74M
|
537K
$55.3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22.5K- 21.48% |
$1.93M - $2.1M
|
82.3K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-50.9K- 62.73% |
$4.37M - $4.75M
|
30.3K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.9K- 21.31% |
$4.8M - $5.21M
|
207K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.3K- 80.62% |
$7.24M - $7.86M
|
20.3K
$2.09M
|