Purchases and Sales Made in Q1 2023 in First Tr Multi Cap Value Alpha (FAB)

FAB Quotes by TradingView

This table provides information about the institutional ownership of First Tr Multi Cap Value Alpha (FAB) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR MULTI CAP VALUE ALPHA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
138K
New
$9.11M - $10.8M
138K $12.3M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
55.8K
New
$3.69M - $4.38M
55.8K $4.99M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
41.5K
New
$2.74M - $3.25M
41.5K $3.71M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
39.4K
+ 32.91%
$2.61M - $3.09M
159K $14.2M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
33.1K
+ 62.6%
$2.19M - $2.6M
86K $7.69M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
29.3K
+ 182.12%
$1.94M - $2.3M
45.3K $4.05M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
22.9K
+ 14.32%
$1.52M - $1.8M
183K $16.4M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
16.6K
+ 10.14%
$1.1M - $1.31M
181K $16.2M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
11.3K
+ 96.82%
$750K - $890K
23.1K $2.06M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
11.1K
New
$737K - $874K
11.1K $995K
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
7.27K
New
$481K - $570K
7.27K $650K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.08K
+ 5.85%
$468K - $556K
128K $11.4M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.3K
+ 48.35%
$284K - $337K
13.2K $1.18M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.93K
+ 5.07%
$194K - $230K
60.6K $5.42M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.7K
+ 10.46%
$178K - $212K
28.5K $2.55M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2K
+ 65.01%
$132K - $157K
5.07K $454K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.71K
+ 39.88%
$113K - $134K
6.01K $537K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
1.64K
+ 11.72%
$108K - $128K
15.6K $1.39M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.26K
+ 2.89%
$83.5K - $99.1K
45K $4.02M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.14K
+ 6.08%
$75.4K - $89.5K
19.9K $1.78M
May 12, 2023 Q1 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
1.08K
+ 11.25%
$71.4K - $84.7K
10.7K $954K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
1.01K
+ 22.18%
$66.9K - $79.3K
5.57K $498K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
641
+ 9.86%
$42.4K - $50.3K
7.14K $638K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
592
New
$39.2K - $46.5K
592 $52.9K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
570
+ 15.67%
$37.7K - $44.7K
4.21K $376K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
538
New
$35.6K - $42.2K
538 $48.1K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
372
New
$24.6K - $29.2K
372 $33.3K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
247
+ 6.75%
$16.3K - $19.4K
3.9K $349K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
186
+ 0.3%
$12.3K - $14.6K
61.9K $5.53M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
151
+ 1.48%
$9.99K - $11.9K
10.4K $927K
Apr 12, 2023 Q1 2023
626 Financial, LLC

BUY
 -
125
+ 0.26%
$8.27K - $9.81K
49.1K $4.39M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
83
+ 0.06%
$5.49K - $6.51K
130K $11.6M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
79
New
$5.23K - $6.2K
79 $7.06K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
52
+ 0.64%
$3.44K - $4.08K
8.18K $731K
May 15, 2023 Q1 2023
Tower View Investment Management & Research LLC

BUY
 -
45
New
$2.98K - $3.53K
45 $4.02K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
21
+ 0.3%
$1.39K - $1.65K
6.99K $624K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
11
+ 0.71%
$728 - $863
1.55K $139K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
2
New
$132 - $157
2 $179
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2
+ 0.04%
$132 - $157
4.97K $444K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
1
+ 0.34%
$66.1 - $78.5
294 $26.3K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
0
New
$0 - $0
0 $0
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-34
- 0.78%
$2.25K - $2.67K
4.33K $387K
May 05, 2023 Q1 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-73
- 1.16%
$4.83K - $5.73K
6.23K $557K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-83
- 0.73%
$5.49K - $6.51K
11.3K $1.01M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

SELL
 -
-98
- 1.89%
$6.48K - $7.69K
5.09K $455K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

SELL
 -
-565
- 4.27%
$37.4K - $44.3K
12.7K $1.13M
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-607
- 14.12%
$40.1K - $47.6K
3.69K $330K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-799
- 1.4%
$52.8K - $62.7K
56.1K $5.02M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.02K
- 59.5%
$67.7K - $80.4K
697 $62.3K

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