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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 42.21% |
$93.6K - $115K
|
1.62K
$159K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
500+ 1.67% |
$39.6K - $48.6K
|
30.4K
$3M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-613- 4.02% |
$48.6K - $59.6K
|
14.6K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$79.2 - $97.3
|
12.5K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.23K+ 4.02% |
$97.1K - $119K
|
31.7K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.1K+ 32.6% |
$166K - $204K
|
8.53K
$839K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-776- 12.86% |
$61.5K - $75.5K
|
5.26K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.09% |
$158 - $195
|
2.34K
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-39- 2.39% |
$3.09K - $3.79K
|
1.59K
$156K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.39K+ 4.0% |
$189K - $233K
|
62.2K
$6.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
19+ 1.59% |
$1.51K - $1.85K
|
1.21K
$119K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-9.42K- 25.84% |
$746K - $917K
|
27K
$2.66M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.8K+ 117.36% |
$696K - $816K
|
14.4K
$1.42M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
637+ 0.56% |
$56.9K - $66.6K
|
114K
$11.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 65.03% |
$2.67M - $3.12M
|
16.1K
$1.58M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-783- 15.74% |
$69.9K - $81.9K
|
4.19K
$413K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
652New |
$58.2K - $68.2K
|
652
$64.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-820- 21.77% |
$73.2K - $85.8K
|
2.95K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
465+ 5.11% |
$41.5K - $48.6K
|
9.57K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.3% |
$625 - $732
|
2.33K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
618New |
$55.2K - $64.6K
|
618
$60.8K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$1.52M - $1.78M
|
17K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 2.06% |
$4.82K - $5.65K
|
2.57K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
117+ 2.11% |
$10.4K - $12.2K
|
5.67K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 4.07% |
$1.55M - $1.82M
|
445K
$43.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.3K- 4.39% |
$3.15M - $3.69M
|
768K
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 21.42% |
$443K - $519K
|
18.2K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 0.31% |
$105K - $123K
|
377K
$37.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 32.8% |
$110K - $129K
|
4.98K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.9KNew |
$4.36M - $5.11M
|
48.9K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$237K - $277K
|
2.65K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.1KNew |
$990K - $1.16M
|
11.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 1.21% |
$3.75K - $4.39K
|
3.52K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11K- 75.16% |
$984K - $1.15M
|
3.65K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.06K+ 2.51% |
$184K - $216K
|
84.2K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-866- 18.24% |
$77.3K - $90.6K
|
3.88K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 48.77% |
$1.3M - $1.53M
|
15.3K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44K+ 280.59% |
$3.93M - $4.6M
|
59.7K
$5.87M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.55K- 2.39% |
$138K - $162K
|
63.3K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.35K+ 49.83% |
$121K - $142K
|
4.07K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.34K- 50.0% |
$209K - $245K
|
2.34K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-73- 1.65% |
$6.52K - $7.64K
|
4.35K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.62K+ 21.73% |
$323K - $379K
|
20.3K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 3.54% |
$15.1K - $17.7K
|
4.6K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-436- 6.61% |
$38.9K - $45.6K
|
6.16K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.02K- 29.86% |
$181K - $212K
|
4.75K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-323- 18.16% |
$28.8K - $33.8K
|
1.46K
$143K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
670+ 2.36% |
$59.8K - $70.1K
|
29.1K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
664+ 2.74% |
$59.3K - $69.5K
|
24.9K
$2.45M
|
|