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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.64KNew |
$288K - $354K
|
3.64K
$383K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.48K+ 12.19% |
$117K - $144K
|
13.6K
$1.44M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
310+ 13.32% |
$24.6K - $30.2K
|
2.64K
$278K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50.6K+ 315.17% |
$4.01M - $4.93M
|
66.7K
$7.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-134K- 17.47% |
$10.6M - $13.1M
|
634K
$66.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
715+ 4.58% |
$56.6K - $69.6K
|
16.3K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-330- 8.5% |
$26.1K - $32.1K
|
3.55K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33+ 0.34% |
$2.61K - $3.21K
|
9.6K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$79.2 - $97.3
|
2.88K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-1.99K- 19.26% |
$158K - $194K
|
8.34K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.3K- 8.46% |
$4.22M - $5.18M
|
577K
$60.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.67K- 22.99% |
$370K - $454K
|
15.6K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 61.88% |
$144K - $177K
|
1.12K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.48KNew |
$196K - $241K
|
2.48K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 5.72% |
$919K - $1.13M
|
215K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-11.5K- 67.54% |
$909K - $1.12M
|
5.52K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.5K+ 167.67% |
$753K - $924K
|
15.2K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.3K- 59.55% |
$420K - $516K
|
3.6K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.16% |
$317 - $389
|
2.56K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.45K- 11.31% |
$432K - $530K
|
42.7K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.5K+ 23.72% |
$7.09M - $8.71M
|
467K
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
157+ 2.55% |
$12.4K - $15.3K
|
6.32K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.38K- 2.18% |
$110K - $135K
|
61.9K
$6.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-81.2K- 18.33% |
$6.43M - $7.9M
|
362K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
175New |
$13.9K - $17K
|
175
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.78K- 30.04% |
$775K - $952K
|
22.8K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.3K- 66.13% |
$2.56M - $3.14M
|
16.6K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$79.2 - $97.3
|
4.35K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.9K- 8.07% |
$2.84M - $3.49M
|
409K
$43M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.08K- 10.08% |
$165K - $202K
|
18.6K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 6.13% |
$274K - $336K
|
59.8K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-524- 3.75% |
$41.5K - $51K
|
13.5K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
984+ 6.81% |
$78K - $95.7K
|
15.4K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109K+ 182.97% |
$8.65M - $10.6M
|
169K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-35- 60.34% |
$2.77K - $3.4K
|
23
$2.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
253New |
$20K - $24.6K
|
253
$26.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 12.43% |
$829K - $1.02M
|
94.7K
$9.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.6K+ 457.11% |
$1.47M - $1.81M
|
22.7K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-124- 4.99% |
$9.82K - $12.1K
|
2.36K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.2K+ 14.46% |
$333K - $409K
|
33.3K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
578New |
$45.8K - $56.2K
|
578
$60.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-17- 0.07% |
$1.35K - $1.65K
|
24.9K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 18.29% |
$5.07K - $6.23K
|
286
$30.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 3.38% |
$1.61M - $1.98M
|
623K
$65.6M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$103K - $127K
|
1.3K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.12K- 46.14% |
$168K - $207K
|
2.48K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
804+ 3.59% |
$63.7K - $78.2K
|
23.2K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
3.87KNew |
$306K - $376K
|
3.87K
$407K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-769- 10.41% |
$60.9K - $74.8K
|
6.62K
$697K
|