Latest Institutional Transactions on First Tr Small Cap Core Alphad (FYX)
This table provides information on the latest institutional transactions involving First Tr Small Cap Core Alphad (FYX) 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 |
---|---|---|---|---|---|---|---|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-11.8K- 23.37% |
$1.05M - $1.18M
|
38.5K
$3.77M
|
|
Q2 2024 | |||||||
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-56- 0.99% |
$4.83K - $5.27K
|
5.62K
$549K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.9K- 24.37% |
$4.22M - $4.6M
|
152K
$14.8M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
134+ 0.83% |
$11.6K - $12.6K
|
16.3K
$1.59M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.1KNew |
$954K - $1.04M
|
11.1K
$1.08M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.81KNew |
$243K - $265K
|
2.81K
$275K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25K+ 1.58% |
$107K - $117K
|
79.8K
$7.8M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.18K+ 5.27% |
$102K - $111K
|
23.5K
$2.3M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
405+ 10.71% |
$35K - $38.1K
|
4.19K
$409K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.8K+ 291.14% |
$1.02M - $1.11M
|
15.9K
$1.55M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-872- 4.53% |
$75.3K - $82.1K
|
18.4K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.5K- 25.02% |
$2.12M - $2.31M
|
73.5K
$7.18M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.68K- 0.37% |
$145K - $158K
|
451K
$44.1M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-423- 15.87% |
$36.5K - $39.8K
|
2.24K
$219K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$302K - $329K
|
3.5K
$342K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-423- 8.71% |
$36.5K - $39.8K
|
4.44K
$434K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37KNew |
$204K - $223K
|
2.37K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$867K - $945K
|
10K
$982K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-254- 3.04% |
$21.9K - $23.9K
|
8.12K
$793K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.47KNew |
$213K - $232K
|
2.47K
$241K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-411- 2.75% |
$35.5K - $38.7K
|
14.5K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$1.68M - $1.83M
|
19.4K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 308.41% |
$902K - $984K
|
13.8K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-89- 1.08% |
$7.68K - $8.38K
|
8.13K
$795K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-173- 0.57% |
$14.9K - $16.3K
|
30.1K
$2.94M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 3.51% |
$1.17M - $1.27M
|
398K
$38.9M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.57K- 25.19% |
$395K - $430K
|
13.6K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-14- 0.2% |
$1.21K - $1.32K
|
7.16K
$700K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.38K- 3.64% |
$206K - $224K
|
63K
$6.16M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.13% |
$259 - $282
|
2.32K
$227K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.06K- 13.51% |
$609K - $664K
|
45.2K
$4.42M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.27K- 0.39% |
$196K - $214K
|
580K
$56.6M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
887+ 2.27% |
$76.6K - $83.5K
|
39.9K
$3.9M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.88K- 42.51% |
$334K - $365K
|
5.24K
$512K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25+ 13.23% |
$2.16K - $2.35K
|
214
$20.9K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.83K- 4.11% |
$762K - $831K
|
206K
$20.1M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.01K- 10.2% |
$260K - $283K
|
26.5K
$2.59M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 2.19% |
$156K - $170K
|
80.5K
$7.87M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$86.3 - $94.1
|
156
$15.2K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-188- 5.72% |
$16.2K - $17.7K
|
3.1K
$303K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.02KNew |
$87.8K - $95.7K
|
1.02K
$99.4K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
881+ 1.51% |
$76K - $82.9K
|
59.1K
$5.78M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.02K- 50.95% |
$347K - $378K
|
3.87K
$378K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
106+ 1.0% |
$9.15K - $9.98K
|
10.7K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.9K- 51.0% |
$5.86M - $6.39M
|
65.2K
$6.38M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 38.71% |
$3.11K - $3.39K
|
129
$12.6K
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.2KNew |
$276K - $301K
|
3.2K
$313K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.1% |
$259 - $282
|
3.06K
$300K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 8.26% |
$167K - $182K
|
25.3K
$2.47M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
633+ 5.58% |
$54.6K - $59.6K
|
12K
$1.17M
|