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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
71+ 1.55% |
$5.62K - $6.91K
|
4.65K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.97% |
$3.56K - $4.38K
|
2.33K
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
40New |
$3.17K - $3.89K
|
40
$4.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33+ 0.34% |
$2.61K - $3.21K
|
9.6K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 9.02% |
$1.74K - $2.14K
|
266
$29.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
19+ 1.59% |
$1.51K - $1.85K
|
1.21K
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16+ 0.04% |
$1.27K - $1.56K
|
45.4K
$5.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.09% |
$158 - $195
|
2.34K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2+ 0.05% |
$158 - $195
|
4.39K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$79.2 - $97.3
|
2.88K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$79.2 - $97.3
|
2.35K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$79.2 - $97.3
|
12.5K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$79.2 - $97.3
|
4.35K
$480K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2- 0.09% |
$158 - $195
|
2.27K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.16% |
$317 - $389
|
2.56K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-17- 0.07% |
$1.35K - $1.65K
|
24.9K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-35- 60.34% |
$2.77K - $3.4K
|
23
$2.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-39- 2.39% |
$3.09K - $3.79K
|
1.59K
$175K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-48- 1.14% |
$3.8K - $4.67K
|
4.15K
$457K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 32.47% |
$3.96K - $4.86K
|
104
$11.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 18.29% |
$5.07K - $6.23K
|
286
$31.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-92- 0.72% |
$7.29K - $8.95K
|
12.8K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-124- 4.99% |
$9.82K - $12.1K
|
2.36K
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-157- 5.5% |
$12.4K - $15.3K
|
2.7K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-239- 4.86% |
$18.9K - $23.2K
|
4.68K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-250- 8.45% |
$19.8K - $24.3K
|
2.71K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-268- 4.53% |
$21.2K - $26.1K
|
5.65K
$623K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-292- 2.27% |
$23.1K - $28.4K
|
12.6K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-303- 3.78% |
$24K - $29.5K
|
7.72K
$852K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-309- 3.98% |
$24.5K - $30.1K
|
7.45K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-326- 5.36% |
$25.8K - $31.7K
|
5.76K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-330- 8.5% |
$26.1K - $32.1K
|
3.55K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-453- 14.89% |
$35.9K - $44.1K
|
2.59K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-459- 13.26% |
$36.4K - $44.7K
|
3K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-506- 1.34% |
$40.1K - $49.2K
|
37.2K
$4.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-524- 3.75% |
$41.5K - $51K
|
13.5K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-537- 10.77% |
$42.5K - $52.2K
|
4.45K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-545- 37.43% |
$43.2K - $53K
|
911
$100K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-590- 17.61% |
$46.7K - $57.4K
|
2.76K
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-613- 4.02% |
$48.6K - $59.6K
|
14.6K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-622- 0.89% |
$49.3K - $60.5K
|
69.6K
$7.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-685- 12.73% |
$54.3K - $66.6K
|
4.7K
$518K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-750- 21.32% |
$59.4K - $73K
|
2.77K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-769- 10.41% |
$60.9K - $74.8K
|
6.62K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-776- 12.86% |
$61.5K - $75.5K
|
5.26K
$580K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-860- 2.71% |
$68.1K - $83.7K
|
30.9K
$3.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 42.21% |
$93.6K - $115K
|
1.62K
$178K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.28K- 50.84% |
$101K - $124K
|
1.24K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.38K- 2.18% |
$110K - $135K
|
61.9K
$6.83M
|