Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.93KNew |
$186K - $215K
|
1.93K
$213K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
126+ 5.39% |
$12.1K - $14K
|
2.47K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59+ 0.21% |
$5.68K - $6.55K
|
28.3K
$3.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$674 - $777
|
7
$772
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.31% |
$674 - $777
|
2.26K
$249K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.1% |
$1.25K - $1.44K
|
12.5K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 0.81% |
$2.41K - $2.78K
|
3.06K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-71- 0.49% |
$6.84K - $7.88K
|
14.6K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-101- 6.24% |
$9.73K - $11.2K
|
1.52K
$167K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-106- 2.28% |
$10.2K - $11.8K
|
4.54K
$501K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-346- 0.56% |
$33.3K - $38.4K
|
61.9K
$6.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-971- 80.05% |
$93.6K - $108K
|
242
$26.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.77K- 13.83% |
$170K - $196K
|
11K
$1.21M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-3.09K- 11.42% |
$298K - $343K
|
24K
$2.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-8.34K- 15.98% |
$804K - $926K
|
43.9K
$4.84M
|