Purchases and Sales Made in Q4 2024 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 Q4 2024. 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, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
637+ 2.29% |
$61.5K - $70.4K
|
28.4K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
620+ 17.29% |
$59.8K - $68.5K
|
4.21K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
574New |
$55.4K - $63.4K
|
574
$48K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
532New |
$51.3K - $58.8K
|
532
$44.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
506+ 23.91% |
$48.8K - $55.9K
|
2.62K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
501+ 1.8% |
$48.4K - $55.4K
|
28.4K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
475+ 1.43% |
$45.8K - $52.5K
|
33.7K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
410+ 1.35% |
$39.6K - $45.3K
|
30.7K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
368+ 14.29% |
$35.5K - $40.7K
|
2.94K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
348+ 0.6% |
$33.6K - $38.5K
|
58.6K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
302+ 14.77% |
$29.1K - $33.4K
|
2.35K
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
298+ 7.29% |
$28.8K - $32.9K
|
4.39K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
286+ 28.37% |
$27.6K - $31.6K
|
1.29K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
247+ 5.22% |
$23.8K - $27.3K
|
4.98K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
232+ 4.35% |
$22.4K - $25.6K
|
5.57K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202New |
$19.5K - $22.3K
|
202
$16.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
188+ 1.78% |
$18.1K - $20.8K
|
10.7K
$899K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
97+ 1.88% |
$9.36K - $10.7K
|
5.26K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
70+ 0.1% |
$6.76K - $7.74K
|
69.5K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70+ 1.29% |
$6.76K - $7.74K
|
5.51K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 150.0% |
$6.37K - $7.29K
|
110
$9.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
62New |
$5.98K - $6.85K
|
62
$5.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 2.2% |
$4.92K - $5.64K
|
2.37K
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44New |
$4.25K - $4.86K
|
44
$3.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
33+ 0.49% |
$3.18K - $3.65K
|
6.78K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.06% |
$2.51K - $2.87K
|
45.4K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.74K - $1.99K
|
18
$1.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.41% |
$1.35K - $1.55K
|
3.46K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$1.25K - $1.44K
|
13
$1.09K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
13+ 0.6% |
$1.25K - $1.44K
|
2.18K
$182K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5+ 0.28% |
$483 - $553
|
1.78K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.09% |
$386 - $442
|
4.42K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.19% |
$386 - $442
|
2.08K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.04% |
$290 - $332
|
8.07K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.17% |
$193 - $221
|
1.19K
$99.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.04% |
$193 - $221
|
4.81K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$96.5 - $111
|
2.51K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.03% |
$96.5 - $111
|
2.96K
$247K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.64% |
$96.5 - $111
|
158
$13.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.29% |
$96.5 - $111
|
343
$28.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 0.04% |
$96.5 - $111
|
2.44K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 8.0% |
$193 - $221
|
23
$1.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4- 0.15% |
$386 - $442
|
2.69K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10- 0.02% |
$965 - $1.11K
|
44.4K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-14- 0.31% |
$1.35K - $1.55K
|
4.52K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-20- 0.15% |
$1.93K - $2.21K
|
12.9K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-33- 0.91% |
$3.18K - $3.65K
|
3.61K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-35- 0.19% |
$3.38K - $3.87K
|
18.7K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 27.91% |
$3.47K - $3.98K
|
93
$7.78K
|