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 $9.35M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
73.4K
+ 209791.44%
$5.5M - $6.09M
73.5K $7.46M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
34.8K
+ 21.36%
$2.61M - $2.89M
198K $20.1M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
33.4K
+ 17.88%
$2.5M - $2.77M
220K $22.4M
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 $2.43M
Jul 24, 2023 Q2 2023
Sweet Financial Partners, LLC

BUY
 -
20.2K
New
$1.51M - $1.68M
20.2K $2.05M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.3K
+ 276.98%
$845K - $935K
15.3K $1.56M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.4K
+ 11.62%
$705K - $780K
90.3K $9.17M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
8.99K
New
$673K - $746K
8.99K $912K
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
5.78K
New
$433K - $479K
5.78K $587K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.57K
+ 9.55%
$417K - $462K
63.8K $6.48M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.01K
+ 198.37%
$375K - $415K
7.53K $764K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.94K
+ 5.19%
$295K - $327K
79.8K $8.1M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
3.83K
+ 4.45%
$287K - $317K
89.9K $9.12M
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
3.23K
New
$242K - $268K
3.23K $327K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.92K
+ 3.84%
$218K - $242K
78.8K $8M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
2.86K
+ 13.71%
$214K - $237K
23.7K $2.4M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.84K
+ 16.07%
$213K - $235K
20.5K $2.08M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
2.8K
New
$210K - $232K
2.8K $284K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.65K
+ 2847.31%
$198K - $220K
2.74K $278K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.56K
+ 4.76%
$192K - $213K
56.4K $5.72M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.51K
+ 2.71%
$188K - $208K
94.8K $9.62M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.43K
+ 11.32%
$182K - $201K
23.9K $2.42M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.42K
+ 8.52%
$181K - $200K
30.8K $3.12M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.4K
+ 5.67%
$180K - $199K
44.7K $4.54M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
2.37K
+ 4.47%
$177K - $196K
55.4K $5.62M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
1.74K
+ 7.54%
$130K - $144K
24.8K $2.52M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
1.7K
+ 27.61%
$127K - $141K
7.84K $796K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.1K
New
$82K - $90.8K
1.1K $111K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
936
+ 41.0%
$70.1K - $77.6K
3.22K $327K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
758
+ 2.11%
$56.8K - $62.9K
36.7K $3.73M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
735
+ 39.95%
$55.1K - $61K
2.58K $261K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
513
New
$38.4K - $42.6K
513 $52.1K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
430
+ 9.38%
$32.2K - $35.7K
5.01K $509K
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 $3.97M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
138
+ 1.71%
$10.3K - $11.4K
8.19K $831K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
100
+ 147.06%
$7.49K - $8.3K
168 $17.1K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
67
+ 1.24%
$5.02K - $5.56K
5.45K $553K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
53
New
$3.97K - $4.4K
53 $5.38K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
35
+ 0.15%
$2.62K - $2.9K
23.5K $2.38M
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

BUY
 -
12
+ 0.24%
$899 - $995
5.05K $513K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9
+ 0.26%
$674 - $747
3.43K $348K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9
+ 0.26%
$674 - $747
3.43K $348K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
4
+ 0.12%
$300 - $332
3.35K $340K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2
+ 0.04%
$150 - $166
5.54K $562K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2
+ 0.01%
$150 - $166
15.2K $1.54M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.65%
$74.9 - $83
154 $15.6K

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