Pinnacle Family Advisors, LLC First Tr Small Cap Core Alphad Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$86.58 - $94.0 $2.7 Million - $2.93 Million	-31,190 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$89.29 - $96.6 $612,529 - $662,676	6,860 Added 28.2%	31,190 $2.91 Million
Q1 2021 May 14, 2021	BUY	$76.14 - $96.16 $1.85 Million - $2.34 Million	24,330 New	24,330 $2.2 Million
Q1 2020 May 13, 2020	SELL	$35.38 - $65.81 $123,157 - $229,084	-3,481 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$53.62 - $63.98 $60,161 - $71,785	-1,122 Reduced 24.38%	3,481 $215,000
Q4 2018 Feb 14, 2019	SELL	$50.98 - $68.02 $12.5 Million - $16.6 Million	-244,286 Reduced 98.15%	4,603 $249,000
Q3 2018 Nov 14, 2018	BUY	$66.13 - $70.34 $16.2 Million - $17.2 Million	244,291 Added 5312.98%	248,889 $17.2 Million
Q2 2018 Aug 14, 2018	BUY	$58.79 - $68.25 $117 - $136	2 Added 0.04%	4,598 $304,000
Q1 2018 May 15, 2018	SELL	$57.86 - $63.81 $5.54 Million - $6.11 Million	-95,818 Reduced 95.42%	4,596 $277,000
Q4 2017 Feb 13, 2018	BUY	$57.67 - $61.66 $5.53 Million - $5.91 Million	95,822 Added 2086.72%	100,414 $6.15 Million
Q3 2017 Nov 13, 2017	BUY	$57.49 - $58.98 $114 - $117	2 Added 0.04%	4,592 $271,000
Q2 2017 Sep 08, 2017	SELL	N/A	-154,884 Reduced 97.12%	4,590 $255,000
Q1 2017 Sep 08, 2017	BUY	N/A	46,101 Added 40.66%	159,474 $8.68 Million
Q4 2016 Aug 30, 2017	BUY	N/A	113,373	113,373 $6.1 Million

Others Institutions Holding FYX

# of Institutions

172

Shares Held

6.89M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

768K
Shares

$74.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

630K
Shares

$60.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

603K
Shares

$58.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

445K
Shares

$42.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

443K
Shares

$42.7 Million
0.02% of portfolio

About FIRST TR SMALL CAP CORE ALPHAD

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