Latest Institutional Purchases of First Tr Multi Cap Value Alpha (FAB)
This list provides information on the latest institutional transactions involving First Tr Multi Cap Value Alpha (FAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65.7K+ 8348.92% |
$5.1M - $5.6M
|
66.5K
$5.91M
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.92KNew |
$615K - $674K
|
7.92K
$704K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.26KNew |
$486K - $533K
|
6.26K
$557K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.95K+ 36.58% |
$462K - $506K
|
22.2K
$1.97M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.8K+ 218.9% |
$451K - $494K
|
8.45K
$752K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.74KNew |
$290K - $318K
|
3.74K
$332K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.47KNew |
$191K - $210K
|
2.47K
$219K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
869+ 106.63% |
$67.5K - $74K
|
1.68K
$150K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
838+ 84.05% |
$65.1K - $71.4K
|
1.84K
$163K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
772+ 1.06% |
$59.9K - $65.7K
|
73.7K
$6.55M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
537+ 5.28% |
$41.7K - $45.7K
|
10.7K
$952K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
407+ 2.04% |
$31.6K - $34.7K
|
20.3K
$1.81M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
111+ 3.12% |
$8.62K - $9.45K
|
3.66K
$326K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29+ 0.41% |
$2.25K - $2.47K
|
7.15K
$636K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11+ 1.04% |
$854 - $937
|
1.06K
$94.6K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8New |
$621 - $681
|
8
$712
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.32% |
$77.6 - $85.2
|
77
$6.85K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9KNew |
$1.69M - $1.8M
|
21.9K
$1.95M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.91KNew |
$225K - $239K
|
2.91K
$259K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
347+ 14.29% |
$26.8K - $28.4K
|
2.78K
$247K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
135New |
$10.4K - $11.1K
|
135
$12K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1K+ 222.53% |
$1.13M - $1.24M
|
21.8K
$1.94M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.79KNew |
$209K - $231K
|
2.79K
$248K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107+ 3.42% |
$8.02K - $8.84K
|
3.24K
$288K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
80New |
$6K - $6.61K
|
80
$7.12K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
275New |
$18K - $21.6K
|
275
$24.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
185New |
$12.1K - $14.6K
|
185
$16.5K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
175New |
$11.5K - $13.8K
|
175
$15.6K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
28New |
$1.84K - $2.2K
|
28
$2.49K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
684New |
$47.1K - $51.8K
|
684
$60.8K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
600New |
$41.4K - $45.4K
|
600
$53.4K
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
221+ 2.13% |
$15.2K - $16.7K
|
10.6K
$944K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
161+ 1.78% |
$11.1K - $12.2K
|
9.18K
$817K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
110+ 80.88% |
$7.58K - $8.32K
|
246
$21.9K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
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
$953K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
138KNew |
$9.11M - $10.8M
|
138K
$12.2M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
41.5KNew |
$2.74M - $3.25M
|
41.5K
$3.69M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$737K - $874K
|
11.1K
$991K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8KNew |
$712K - $845K
|
10.8K
$958K
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.27KNew |
$481K - $570K
|
7.27K
$646K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
592New |
$39.2K - $46.5K
|
592
$52.7K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
538New |
$35.6K - $42.2K
|
538
$47.9K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.64% |
$3.44K - $4.08K
|
8.18K
$727K
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
45New |
$2.98K - $3.53K
|
45
$4K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.34% |
$66.1 - $78.5
|
294
$26.2K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.55KNew |
$593K - $697K
|
9.55K
$849K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.91KNew |
$181K - $212K
|
2.91K
$259K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$6.08K - $7.44K
|
100
$8.9K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.84KNew |
$310K - $369K
|
4.84K
$431K
|