Latest Institutional Transactions on First Tr Multi Cap Value Alpha (FAB)
This table provides information on the latest institutional transactions involving First Tr Multi Cap Value Alpha (FAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.81K- 4.24% |
$194K - $228K
|
63.5K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.7K+ 51.79% |
$393K - $463K
|
16.7K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-520- 61.9% |
$35.8K - $42.3K
|
320
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.35K- 10.28% |
$300K - $353K
|
38K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.3K- 24.73% |
$780K - $920K
|
34.5K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.39K- 6.35% |
$95.7K - $113K
|
20.5K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.73K- 10.1% |
$257K - $303K
|
33.2K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.1KNew |
$420K - $496K
|
6.1K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.05K+ 3.44% |
$141K - $167K
|
61.7K
$5.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 16.67% |
$275 - $325
|
20
$1.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
320+ 29.8% |
$22K - $26K
|
1.39K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
531+ 16.31% |
$36.6K - $43.2K
|
3.79K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.52K+ 13.37% |
$311K - $367K
|
38.3K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-152- 0.69% |
$10.5K - $12.4K
|
21.8K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
31+ 0.39% |
$2.13K - $2.52K
|
8.03K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
355+ 1.7% |
$24.4K - $28.9K
|
21.2K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 141.94% |
$3.03K - $3.58K
|
75
$6.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88- 0.17% |
$6.06K - $7.15K
|
50.3K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.19K- 18.4% |
$288K - $340K
|
18.6K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.13% |
$1.03K - $1.22K
|
11.3K
$970K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.28K- 45.17% |
$226K - $266K
|
3.98K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-317- 4.9% |
$21.8K - $25.8K
|
6.16K
$530K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-356- 4.9% |
$24.5K - $28.9K
|
6.91K
$595K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-240- 1.56% |
$16.5K - $19.5K
|
15.2K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
13+ 0.4% |
$895 - $1.06K
|
3.29K
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.61K- 15.47% |
$248K - $293K
|
19.7K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-367- 4.54% |
$25.3K - $29.8K
|
7.71K
$664K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-406- 7.33% |
$28K - $33K
|
5.13K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-114- 1.93% |
$7.85K - $9.26K
|
5.8K
$499K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21+ 0.29% |
$1.45K - $1.71K
|
7.22K
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$138 - $163
|
4.86K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51- 0.82% |
$3.51K - $4.14K
|
6.14K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-248- 3.2% |
$17.1K - $20.2K
|
7.5K
$646K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
348New |
$24K - $28.3K
|
348
$30K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-1.02K- 2.55% |
$70.2K - $82.8K
|
39K
$3.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
388New |
$26.7K - $31.5K
|
388
$33.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-456- 9.46% |
$31.4K - $37.1K
|
4.37K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15+ 0.37% |
$1.03K - $1.22K
|
4.07K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.87K- 39.8% |
$336K - $396K
|
7.37K
$635K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 15.0% |
$207 - $244
|
17
$1.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
16+ 0.18% |
$1.1K - $1.3K
|
8.98K
$773K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-185- 1.89% |
$12.7K - $15K
|
9.59K
$826K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-382- 60.83% |
$29.5K - $32.9K
|
246
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
100New |
$7.73K - $8.6K
|
100
$8.61K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.3KNew |
$333K - $370K
|
4.3K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
869+ 371.37% |
$67.2K - $74.7K
|
1.1K
$95K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-997- 50.0% |
$77.1K - $85.8K
|
997
$85.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.47K- 97.43% |
$191K - $212K
|
65
$5.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
184New |
$14.2K - $15.8K
|
184
$15.8K
|
|