Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
765
New
$56.8K - $64.8K
765 $78K
Jan 25, 2023 Q4 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
597
+ 1.3%
$44.3K - $50.5K
46.5K $4.75M
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
497
+ 17.48%
$36.9K - $42.1K
3.34K $341K
Feb 14, 2023 Q4 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
496
+ 16.54%
$36.8K - $42K
3.49K $356K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
430
New
$31.9K - $36.4K
430 $43.9K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
425
+ 11.38%
$31.6K - $36K
4.16K $424K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
309
+ 8.98%
$22.9K - $26.2K
3.75K $383K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
277
+ 0.82%
$20.6K - $23.5K
34.1K $3.48M
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
150
New
$11.1K - $12.7K
150 $15.3K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
142
+ 0.27%
$10.5K - $12K
52.1K $5.32M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
119
New
$8.83K - $10.1K
119 $12.1K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
102
+ 1.52%
$7.57K - $8.64K
6.8K $693K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
93
New
$6.9K - $7.87K
93 $9.49K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
59
New
$4.38K - $5K
59 $6.02K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
41
New
$3.04K - $3.47K
41 $4.18K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
34
+ 0.64%
$2.52K - $2.88K
5.37K $548K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
22
+ 0.68%
$1.63K - $1.86K
3.24K $331K
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
17
+ 0.32%
$1.26K - $1.44K
5.37K $548K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
17
New
$1.26K - $1.44K
17 $1.73K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
17
New
$1.26K - $1.44K
17 $1.73K
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

BUY
 -
4
+ 0.14%
$297 - $339
2.89K $295K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2
+ 0.48%
$148 - $169
423 $43.2K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.66%
$74.2 - $84.7
153 $15.6K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1
+ 0.02%
$74.2 - $84.7
4.97K $507K
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-15
- 0.11%
$1.11K - $1.27K
14.2K $1.45M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-17
- 0.56%
$1.26K - $1.44K
3.03K $309K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-38
- 4.62%
$2.82K - $3.22K
785 $80.1K
Jan 17, 2023 Q4 2022
Element Wealth, LLC

SELL
 -
-67
- 1.42%
$4.97K - $5.67K
4.65K $474K
Feb 01, 2023 Q4 2022
Tfg Advisers LLC

SELL
 -
-91
- 1.78%
$6.76K - $7.7K
5.03K $513K
Feb 02, 2023 Q4 2022
Wealth Effects LLC

SELL
 -
-101
- 3.3%
$7.5K - $8.55K
2.96K $301K
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-128
- 2.61%
$9.5K - $10.8K
4.77K $487K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-177
- 3.22%
$13.1K - $15K
5.31K $542K
Feb 01, 2023 Q4 2022
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-266
- 8.01%
$19.7K - $22.5K
3.05K $311K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-398
- 1.64%
$29.5K - $33.7K
23.8K $2.43M
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

SELL
 -
-519
- 5.87%
$38.5K - $43.9K
8.33K $850K
Feb 06, 2023 Q4 2022
Park National Corp

SELL
 -
-609
- 1.1%
$45.2K - $51.6K
54.6K $5.57M
Feb 09, 2023 Q4 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-706
- 2.71%
$52.4K - $59.8K
25.3K $2.59M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-904
- 2.54%
$67.1K - $76.5K
34.7K $3.54M
Feb 07, 2023 Q4 2022
Keystone Financial Group

SELL
 -
-1.05K
- 25.18%
$77.6K - $88.5K
3.11K $317K
Feb 09, 2023 Q4 2022
First Trust Advisors LP

Wheaton, IL
SELL
 -
-1.3K
- 29.55%
$96.5K - $110K
3.1K $316K
Jan 25, 2023 Q4 2022
Spectrum Wealth Advisory Group, LLC

SELL
 -
-1.86K
- 2.65%
$138K - $157K
68.4K $6.98M
Jan 27, 2023 Q4 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1.9K
- 8.5%
$141K - $161K
20.4K $2.08M
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-1.91K
- 20.55%
$142K - $162K
7.39K $754K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

SELL
 -
-2.45K
- 3.35%
$182K - $207K
70.6K $7.2M
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-2.91K
- 11.67%
$216K - $247K
22.1K $2.25M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-5.53K
- 3.97%
$410K - $468K
134K $13.6M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-8.04K
- 10.52%
$597K - $680K
68.4K $6.97M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-9.36K
- 26.37%
$695K - $793K
26.1K $2.67M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-10.2K
- 1.44%
$759K - $865K
700K $71.5M

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