Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25+ 13.23% |
$2.16K - $2.35K
|
214
$22.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 2.05% |
$1.04K - $1.13K
|
596
$61.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6+ 0.13% |
$518 - $565
|
4.64K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$345 - $376
|
14K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.1% |
$259 - $282
|
3.06K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$86.3 - $94.1
|
156
$16.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.03% |
$86.3 - $94.1
|
2.96K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.13% |
$259 - $282
|
2.32K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7- 0.21% |
$604 - $659
|
3.35K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-14- 0.2% |
$1.21K - $1.32K
|
7.16K
$738K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 1.98% |
$1.81K - $1.98K
|
1.04K
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-26- 0.99% |
$2.24K - $2.45K
|
2.6K
$268K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-32- 6.58% |
$2.76K - $3.01K
|
454
$46.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-49- 0.92% |
$4.23K - $4.61K
|
5.31K
$547K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-56- 0.99% |
$4.83K - $5.27K
|
5.62K
$580K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-78- 2.73% |
$6.73K - $7.34K
|
2.77K
$286K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-79- 2.1% |
$6.82K - $7.43K
|
3.69K
$380K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-89- 1.31% |
$7.68K - $8.38K
|
6.71K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-89- 1.08% |
$7.68K - $8.38K
|
8.13K
$839K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 1.55% |
$8.63K - $9.41K
|
6.34K
$653K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-155- 3.68% |
$13.4K - $14.6K
|
4.06K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-173- 0.57% |
$14.9K - $16.3K
|
30.1K
$3.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-181- 7.37% |
$15.6K - $17K
|
2.28K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-181- 1.55% |
$15.6K - $17K
|
11.5K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-188- 5.72% |
$16.2K - $17.7K
|
3.1K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-254- 6.48% |
$21.9K - $23.9K
|
3.67K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-254- 3.04% |
$21.9K - $23.9K
|
8.12K
$837K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-285- 10.05% |
$24.6K - $26.8K
|
2.55K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-293- 3.3% |
$25.3K - $27.6K
|
8.59K
$886K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-299- 44.96% |
$25.8K - $28.1K
|
366
$37.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-314- 11.92% |
$27.1K - $29.6K
|
2.32K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-411- 2.75% |
$35.5K - $38.7K
|
14.5K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-423- 8.71% |
$36.5K - $39.8K
|
4.44K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-423- 15.87% |
$36.5K - $39.8K
|
2.24K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-487- 4.95% |
$42K - $45.8K
|
9.36K
$965K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-641- 15.83% |
$55.3K - $60.3K
|
3.41K
$352K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-849- 10.22% |
$73.3K - $79.9K
|
7.46K
$769K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-872- 4.53% |
$75.3K - $82.1K
|
18.4K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 2.46% |
$88.1K - $96.1K
|
40.5K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.51K- 22.16% |
$131K - $142K
|
5.32K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.68K- 0.37% |
$145K - $158K
|
451K
$46.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.87% |
$146K - $160K
|
57.4K
$5.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 2.19% |
$156K - $170K
|
80.5K
$8.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.12K- 3.91% |
$183K - $199K
|
52.1K
$5.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.15KClosed |
$185K - $202K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.22K- 4.74% |
$192K - $209K
|
44.7K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.27K- 0.39% |
$196K - $214K
|
580K
$59.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.38K- 3.64% |
$206K - $224K
|
63K
$6.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.01K- 10.2% |
$260K - $283K
|
26.5K
$2.73M
|