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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 707.14% |
$2.55M - $2.98M
|
32.6K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 6.45% |
$357 - $418
|
58
$5.71K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.89K- 8.35% |
$436K - $512K
|
53.7K
$5.28M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 1.77% |
$1.02M - $1.19M
|
630K
$62M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
320+ 2.34% |
$28.6K - $33.5K
|
14K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 10.42% |
$131K - $154K
|
15.6K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-350- 5.44% |
$31.2K - $36.6K
|
6.09K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 6.8% |
$33.5K - $39.2K
|
5.89K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.07K- 0.24% |
$95.4K - $112K
|
443K
$43.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.56K+ 3.34% |
$139K - $163K
|
48.2K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 1.5% |
$275K - $323K
|
203K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.96K+ 3.83% |
$443K - $519K
|
135K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.04K+ 3.38% |
$92.8K - $109K
|
31.8K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71+ 0.63% |
$6.34K - $7.43K
|
11.3K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.88KNew |
$257K - $301K
|
2.88K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.4KNew |
$2M - $2.34M
|
22.4K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-729- 1.9% |
$65.1K - $76.3K
|
37.7K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
705+ 0.8% |
$62.9K - $73.8K
|
88.7K
$8.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 11.21% |
$3.3K - $3.87K
|
293
$28.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38- 1.56% |
$3.39K - $3.98K
|
2.4K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.2K+ 366.57% |
$1.45M - $1.7M
|
20.6K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-758- 6.83% |
$67.7K - $79.3K
|
10.3K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
713+ 1.03% |
$63.6K - $74.6K
|
70.2K
$6.91M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 27.67% |
$104K - $122K
|
3.04K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.18K- 25.98% |
$105K - $123K
|
3.35K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.44K- 5.38% |
$218K - $256K
|
43K
$4.23M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
372+ 12.37% |
$33.2K - $38.9K
|
3.38K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 48.58% |
$103K - $120K
|
3.52K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.28K- 48.7% |
$204K - $239K
|
2.4K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.24K+ 1.39% |
$735K - $862K
|
603K
$59.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.1K+ 43.03% |
$3.75M - $4.4M
|
140K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
244New |
$21.8K - $25.5K
|
244
$24K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-370- 28.59% |
$33K - $38.7K
|
924
$90.9K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17- 0.59% |
$1.52K - $1.78K
|
2.85K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.29KNew |
$204K - $239K
|
2.29K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 15.11% |
$94K - $110K
|
5.91K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
106+ 2.37% |
$9.46K - $11.1K
|
4.58K
$451K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.46K+ 4.58% |
$220K - $257K
|
56.2K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
339+ 1.01% |
$30.3K - $35.5K
|
34K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-226- 8.4% |
$20.2K - $23.6K
|
2.46K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.75K- 37.59% |
$692K - $811K
|
12.9K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-84- 2.33% |
$7.5K - $8.79K
|
3.53K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
963+ 2.2% |
$86K - $101K
|
44.8K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-32- 6.02% |
$2.86K - $3.35K
|
500
$49.2K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
978+ 2.2% |
$87.3K - $102K
|
45.4K
$4.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
30+ 1.02% |
$2.68K - $3.14K
|
2.97K
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-178K- 71.68% |
$15.9M - $18.6M
|
70.3K
$6.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-241- 70.26% |
$21.5K - $25.2K
|
102
$10K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-84- 50.0% |
$7.5K - $8.79K
|
84
$8.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-58- 0.78% |
$5.18K - $6.07K
|
7.39K
$727K
|