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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 2.46% |
$88.1K - $96.1K
|
40.5K
$3.96M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-254- 6.48% |
$21.9K - $23.9K
|
3.67K
$358K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-26- 0.99% |
$2.24K - $2.45K
|
2.6K
$254K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
330New |
$28.5K - $31.1K
|
330
$32.3K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 0.98% |
$4.32K - $4.71K
|
5.14K
$503K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.4K- 6.03% |
$2.79M - $3.05M
|
504K
$49.3M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-79- 2.1% |
$6.82K - $7.43K
|
3.69K
$361K
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
74+ 2.27% |
$6.39K - $6.96K
|
3.33K
$326K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
531+ 12.1% |
$45.8K - $50K
|
4.92K
$481K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-849- 10.22% |
$73.3K - $79.9K
|
7.46K
$729K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.7K- 23.41% |
$492K - $537K
|
18.7K
$1.82M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.03% |
$86.3 - $94.1
|
2.96K
$289K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
122+ 393.55% |
$10.5K - $11.5K
|
153
$15K
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-487- 4.95% |
$42K - $45.8K
|
9.36K
$915K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.51K- 22.16% |
$131K - $142K
|
5.32K
$520K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
313+ 3.04% |
$27K - $29.5K
|
10.6K
$1.04M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.22K- 4.74% |
$192K - $209K
|
44.7K
$4.37M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-78- 2.73% |
$6.73K - $7.34K
|
2.77K
$271K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
146+ 2.33% |
$12.6K - $13.7K
|
6.41K
$627K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.61K+ 2.43% |
$139K - $151K
|
67.8K
$6.63M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.16K+ 10.34% |
$532K - $580K
|
65.7K
$6.43M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 1.98% |
$1.81K - $1.98K
|
1.04K
$101K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
430New |
$37.1K - $40.5K
|
430
$42K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.63KNew |
$140K - $153K
|
1.63K
$159K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-293- 3.3% |
$25.3K - $27.6K
|
8.59K
$840K
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.38K+ 1.97% |
$205K - $224K
|
123K
$12M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.12K- 3.91% |
$183K - $199K
|
52.1K
$5.09M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-89- 1.31% |
$7.68K - $8.38K
|
6.71K
$656K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56K- 40.96% |
$4.84M - $5.27M
|
80.8K
$7.9M
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.43K+ 4.14% |
$382K - $417K
|
112K
$10.9M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-314- 11.92% |
$27.1K - $29.6K
|
2.32K
$227K
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
6.18K+ 2.64% |
$533K - $582K
|
240K
$23.5M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-641- 15.83% |
$55.3K - $60.3K
|
3.41K
$333K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.87K- 10.73% |
$334K - $364K
|
32.2K
$3.14M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.66K+ 1.27% |
$316K - $345K
|
292K
$28.5M
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.15KClosed |
$185K - $202K
|
0
$0
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-181- 1.55% |
$15.6K - $17K
|
11.5K
$1.13M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 2.05% |
$1.04K - $1.13K
|
596
$58.3K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-155- 3.68% |
$13.4K - $14.6K
|
4.06K
$397K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-285- 10.05% |
$24.6K - $26.8K
|
2.55K
$249K
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$345 - $376
|
14K
$1.37M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.35K+ 2.11% |
$375K - $409K
|
211K
$20.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.11K+ 4.29% |
$700K - $763K
|
197K
$19.3M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
763+ 11.05% |
$65.9K - $71.8K
|
7.67K
$749K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.87% |
$146K - $160K
|
57.4K
$5.61M
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
60KNew |
$5.18M - $5.64M
|
60K
$5.86M
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6+ 0.13% |
$518 - $565
|
4.64K
$453K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.74K+ 16.38% |
$237K - $258K
|
19.5K
$1.9M
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.72K+ 20.73% |
$580K - $633K
|
39.2K
$3.83M
|