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 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
135New |
$10.4K - $11.1K
|
135
$12.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.91KNew |
$225K - $239K
|
2.91K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-372- 79.15% |
$28.8K - $30.5K
|
98
$8.76K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
347+ 14.29% |
$26.8K - $28.4K
|
2.78K
$248K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.79KNew |
$209K - $231K
|
2.79K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1K+ 222.53% |
$1.13M - $1.24M
|
21.8K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107+ 3.42% |
$8.02K - $8.84K
|
3.24K
$290K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-180- 2.96% |
$13.5K - $14.9K
|
5.91K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.9K- 53.84% |
$1.49M - $1.64M
|
17.1K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
80New |
$6K - $6.61K
|
80
$7.15K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
275New |
$18K - $21.6K
|
275
$24.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
28New |
$1.84K - $2.2K
|
28
$2.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
175New |
$11.5K - $13.8K
|
175
$15.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
185New |
$12.1K - $14.6K
|
185
$16.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-740- 4.68% |
$48.6K - $58.2K
|
15.1K
$1.35M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
684New |
$47.1K - $51.8K
|
684
$61.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
600New |
$41.4K - $45.4K
|
600
$53.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
221+ 2.13% |
$15.2K - $16.7K
|
10.6K
$949K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
110+ 80.88% |
$7.58K - $8.32K
|
246
$22K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
161+ 1.78% |
$11.1K - $12.2K
|
9.18K
$821K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
346+ 3.34% |
$22.6K - $24.5K
|
10.7K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.29K- 21.47% |
$84.2K - $91.5K
|
4.72K
$422K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.4K- 27.63% |
$91.5K - $99.4K
|
3.67K
$328K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-200- 4.53% |
$13.1K - $14.2K
|
4.22K
$377K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
45New |
$2.98K - $3.53K
|
45
$4.02K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$737K - $874K
|
11.1K
$995K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
41.5KNew |
$2.74M - $3.25M
|
41.5K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.27KNew |
$481K - $570K
|
7.27K
$650K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
538New |
$35.6K - $42.2K
|
538
$48.1K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8KNew |
$712K - $845K
|
10.8K
$963K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.67K- 44.89% |
$111K - $131K
|
2.06K
$184K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.34% |
$66.1 - $78.5
|
294
$26.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 59.5% |
$67.7K - $80.4K
|
697
$62.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
138KNew |
$9.11M - $10.8M
|
138K
$12.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
592New |
$39.2K - $46.5K
|
592
$52.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.64% |
$3.44K - $4.08K
|
8.18K
$731K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.91KNew |
$181K - $212K
|
2.91K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.55KNew |
$593K - $697K
|
9.55K
$854K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$6.08K - $7.44K
|
100
$8.94K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-64- 28.19% |
$3.89K - $4.76K
|
163
$14.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-892- 20.25% |
$54.2K - $66.4K
|
3.51K
$314K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.82K+ 10.84% |
$180K - $215K
|
28.8K
$2.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.2KClosed |
$268K - $320K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.84KNew |
$310K - $369K
|
4.84K
$433K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
678New |
$43.3K - $51.7K
|
678
$60.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.01KClosed |
$320K - $382K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 93.98% |
$16K - $19.1K
|
16
$1.43K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.81KNew |
$243K - $290K
|
3.81K
$340K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.16KNew |
$202K - $241K
|
3.16K
$282K
|
|