Purchases and Sales Made in Q2 2025 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 2025. 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, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109K+ 182.97% |
$8.65M - $10.6M
|
169K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.5K+ 23.72% |
$7.09M - $8.71M
|
467K
$51.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
70.1KNew |
$5.55M - $6.82M
|
70.1K
$7.73M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50.6K+ 315.17% |
$4.01M - $4.93M
|
66.7K
$7.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
40.8K+ 358.72% |
$3.24M - $3.97M
|
52.2K
$5.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 3.38% |
$1.61M - $1.98M
|
623K
$68.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.6K+ 457.11% |
$1.47M - $1.81M
|
22.7K
$2.5M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
14.7KNew |
$1.16M - $1.43M
|
14.7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 5.72% |
$919K - $1.13M
|
215K
$23.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 12.43% |
$829K - $1.02M
|
94.7K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.5K+ 167.67% |
$753K - $924K
|
15.2K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.21KNew |
$492K - $604K
|
6.21K
$685K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.2K+ 14.46% |
$333K - $409K
|
33.3K
$3.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
3.87KNew |
$306K - $376K
|
3.87K
$427K
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.64KNew |
$288K - $354K
|
3.64K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 6.13% |
$274K - $336K
|
59.8K
$6.59M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
2.77K+ 14.98% |
$219K - $269K
|
21.2K
$2.34M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.6K+ 4.36% |
$206K - $253K
|
62.4K
$6.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.48KNew |
$196K - $241K
|
2.48K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.43KNew |
$192K - $236K
|
2.43K
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.39K+ 4.0% |
$189K - $233K
|
62.2K
$6.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 94.92% |
$181K - $222K
|
4.68K
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.18KNew |
$173K - $212K
|
2.18K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.13KNew |
$169K - $207K
|
2.13K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.12KNew |
$168K - $207K
|
2.12K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.1K+ 32.6% |
$166K - $204K
|
8.53K
$941K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.48K+ 12.19% |
$117K - $144K
|
13.6K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 2.48% |
$115K - $142K
|
60.1K
$6.63M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$103K - $127K
|
1.3K
$144K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.23K+ 3.62% |
$97.4K - $120K
|
35.2K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.23K+ 4.02% |
$97.1K - $119K
|
31.7K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
984+ 6.81% |
$78K - $95.7K
|
15.4K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
950+ 2.53% |
$75.3K - $92.4K
|
38.6K
$4.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
804+ 3.59% |
$63.7K - $78.2K
|
23.2K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
758New |
$60K - $73.7K
|
758
$83.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
715+ 4.58% |
$56.6K - $69.6K
|
16.3K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
714+ 2.64% |
$56.6K - $69.5K
|
27.8K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
578New |
$45.8K - $56.2K
|
578
$63.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
541+ 9.67% |
$42.9K - $52.6K
|
6.13K
$677K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
500+ 1.67% |
$39.6K - $48.6K
|
30.4K
$3.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
416+ 6.92% |
$33K - $40.5K
|
6.43K
$709K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
310+ 13.32% |
$24.6K - $30.2K
|
2.64K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
258+ 7.63% |
$20.4K - $25.1K
|
3.64K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
253New |
$20K - $24.6K
|
253
$27.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
175New |
$13.9K - $17K
|
175
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
175New |
$13.9K - $17K
|
175
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
157+ 2.55% |
$12.4K - $15.3K
|
6.32K
$697K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
133+ 4.62% |
$10.5K - $12.9K
|
3.01K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
107+ 3.6% |
$8.48K - $10.4K
|
3.08K
$340K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
73New |
$5.78K - $7.1K
|
73
$8.05K
|