Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
171
+ 3.84%
$13.5K - $15.2K
4.62K $495K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
126
New
$9.98K - $11.2K
126 $13.5K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
114
+ 2.53%
$9.03K - $10.1K
4.62K $495K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
94
+ 2.44%
$7.44K - $8.34K
3.94K $422K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
62
New
$4.91K - $5.5K
62 $6.64K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
55
+ 0.32%
$4.36K - $4.88K
17.1K $1.84M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
19
+ 0.64%
$1.5K - $1.69K
3K $321K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
11
+ 0.2%
$871 - $976
5.46K $585K
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
5
+ 0.03%
$396 - $444
15.1K $1.61M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
2
+ 0.06%
$158 - $177
3.35K $359K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

SELL
 -
-12
- 0.43%
$950 - $1.06K
2.79K $299K
Nov 13, 2023 Q3 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
SELL
 -
-25
- 0.22%
$1.98K - $2.22K
11.5K $1.23M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-27
- 0.39%
$2.14K - $2.4K
6.83K $732K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-51
- 0.02%
$4.04K - $4.52K
220K $23.6M
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-55
- 2.28%
$4.36K - $4.88K
2.36K $252K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

SELL
 -
-55
- 0.74%
$4.36K - $4.88K
7.39K $791K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

SELL
 -
-81
- 1.07%
$6.42K - $7.19K
7.49K $802K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-99
- 1.97%
$7.84K - $8.78K
4.91K $526K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-99
- 22.2%
$7.84K - $8.78K
347 $37.2K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-122
- 1.53%
$9.66K - $10.8K
7.83K $839K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

SELL
 -
-142
- 3.15%
$11.2K - $12.6K
4.37K $468K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-186
- 1.65%
$14.7K - $16.5K
11.1K $1.19M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-206
- 22.03%
$16.3K - $18.3K
729 $78.1K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-214
- 6.89%
$16.9K - $19K
2.89K $310K
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

SELL
 -
-225
- 4.46%
$17.8K - $20K
4.83K $517K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

SELL
 -
-258
- 2.11%
$20.4K - $22.9K
12K $1.28M
Nov 06, 2023 Q3 2023
Keystone Financial Group

SELL
 -
-308
- 10.66%
$24.4K - $27.3K
2.58K $276K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-336
- 7.06%
$26.6K - $29.8K
4.42K $474K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

SELL
 -
-385
- 4.28%
$30.5K - $34.2K
8.6K $922K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

SELL
 -
-400
- 0.67%
$31.7K - $35.5K
59.6K $6.38M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-412
- 2.01%
$32.6K - $36.6K
20.1K $2.15M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-412
- 2.01%
$32.6K - $36.6K
20.1K $2.15M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

SELL
 -
-495
- 11.8%
$39.2K - $43.9K
3.7K $396K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

SELL
 -
-524
- 2.44%
$41.5K - $46.5K
21K $2.25M
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

SELL
 -
-545
- 10.44%
$43.2K - $48.4K
4.67K $501K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-584
- 17.03%
$46.3K - $51.8K
2.85K $305K
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-620
- 56.62%
$49.1K - $55K
475 $50.9K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-642
- 1.64%
$50.8K - $57K
38.4K $4.12M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
SELL
 -
-743
- 17.35%
$58.8K - $65.9K
3.54K $379K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-868
- 3.7%
$68.7K - $77K
22.6K $2.42M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-1.2K
- 3.89%
$95K - $106K
29.6K $3.17M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.21K
- 2.22%
$95.6K - $107K
53.2K $5.7M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-1.21K
- 40.15%
$95.7K - $107K
1.8K $193K
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
SELL
 -
-1.36K
- 11.6%
$108K - $121K
10.4K $1.11M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

SELL
 -
-1.54K
- 5.54%
$122K - $137K
26.3K $2.81M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.93K
- 19.17%
$232K - $260K
12.3K $1.32M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-3.13K
- 38.19%
$248K - $278K
5.06K $542K

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