Purchases and Sales Made in Q2 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 Q2 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
Aug 01, 2023 Q2 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
92.1K
New
$6.9M - $7.64M
92.1K $9.41M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
73.4K
+ 209791.44%
$5.5M - $6.09M
73.5K $7.5M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
34.8K
+ 21.36%
$2.61M - $2.89M
198K $20.2M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
33.4K
+ 17.88%
$2.5M - $2.77M
220K $22.5M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
32.9K
+ 38.73%
$2.46M - $2.73M
118K $12M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
24K
New
$1.8M - $1.99M
24K $2.45M
Jul 24, 2023 Q2 2023
Sweet Financial Partners, LLC

BUY
 -
20.2K
New
$1.51M - $1.68M
20.2K $2.06M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.3K
+ 276.98%
$845K - $935K
15.3K $1.57M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.4K
+ 11.62%
$705K - $780K
90.3K $9.22M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
8.99K
New
$673K - $746K
8.99K $918K
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
5.78K
New
$433K - $479K
5.78K $590K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.57K
+ 9.55%
$417K - $462K
63.8K $6.52M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.01K
+ 198.37%
$375K - $415K
7.53K $769K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.94K
+ 5.19%
$295K - $327K
79.8K $8.15M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
3.83K
+ 4.45%
$287K - $317K
89.9K $9.18M
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
3.23K
New
$242K - $268K
3.23K $329K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.92K
+ 3.84%
$218K - $242K
78.8K $8.04M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
2.86K
+ 13.71%
$214K - $237K
23.7K $2.42M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.84K
+ 16.07%
$213K - $235K
20.5K $2.09M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
2.8K
New
$210K - $232K
2.8K $286K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.65K
+ 2847.31%
$198K - $220K
2.74K $280K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.56K
+ 4.76%
$192K - $213K
56.4K $5.76M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.51K
+ 2.71%
$188K - $208K
94.8K $9.68M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.43K
+ 11.32%
$182K - $201K
23.9K $2.44M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.42K
+ 8.52%
$181K - $200K
30.8K $3.14M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.4K
+ 5.67%
$180K - $199K
44.7K $4.57M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
2.37K
+ 4.47%
$177K - $196K
55.4K $5.65M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
1.74K
+ 7.54%
$130K - $144K
24.8K $2.53M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
1.7K
+ 27.61%
$127K - $141K
7.84K $800K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.1K
New
$82K - $90.8K
1.1K $112K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
936
+ 41.0%
$70.1K - $77.6K
3.22K $329K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
758
+ 2.11%
$56.8K - $62.9K
36.7K $3.75M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
735
+ 39.95%
$55.1K - $61K
2.58K $263K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
513
New
$38.4K - $42.6K
513 $52.4K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
430
+ 9.38%
$32.2K - $35.7K
5.01K $512K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
194
+ 1.75%
$14.5K - $16.1K
11.3K $1.15M
Jul 28, 2023 Q2 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
161
+ 0.41%
$12.1K - $13.4K
39.1K $3.99M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
138
+ 1.71%
$10.3K - $11.4K
8.19K $836K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
100
+ 147.06%
$7.49K - $8.3K
168 $17.2K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
67
+ 1.24%
$5.02K - $5.56K
5.45K $557K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
53
New
$3.97K - $4.4K
53 $5.41K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
35
+ 0.15%
$2.62K - $2.9K
23.5K $2.4M
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

BUY
 -
12
+ 0.24%
$899 - $995
5.05K $516K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9
+ 0.26%
$674 - $747
3.43K $350K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9
+ 0.26%
$674 - $747
3.43K $350K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
4
+ 0.12%
$300 - $332
3.35K $342K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2
+ 0.04%
$150 - $166
5.54K $566K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2
+ 0.01%
$150 - $166
15.2K $1.55M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.65%
$74.9 - $83
154 $15.7K

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