Purchases and Sales Made in Q2 2023 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 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 1.92% |
$974K - $1.08M
|
665K
$68.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-15.2K- 48.03% |
$1.14M - $1.26M
|
16.4K
$1.69M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-17.8K- 96.32% |
$1.33M - $1.47M
|
678
$69.9K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.6K- 77.95% |
$2.07M - $2.29M
|
7.8K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.1K- 7.33% |
$2.4M - $2.66M
|
405K
$41.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 18.04% |
$8.46M - $9.37M
|
513K
$52.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117K- 15.11% |
$8.79M - $9.73M
|
659K
$68M
|