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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.27K+ 2.67% |
$470K - $530K
|
202K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 6.24% |
$3.48K - $3.92K
|
586
$59.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
652New |
$58.2K - $65.6K
|
652
$66.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.33K+ 50.41% |
$387K - $436K
|
12.9K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.37KNew |
$391K - $440K
|
4.37K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.93K+ 1.57% |
$172K - $194K
|
125K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.92% |
$89.3 - $101
|
110
$11.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.57K+ 9.14% |
$319K - $359K
|
42.6K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-117- 19.63% |
$10.5K - $11.8K
|
479
$48.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-38- 0.82% |
$3.39K - $3.82K
|
4.6K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$357 - $402
|
14K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 1.67% |
$3.39K - $3.82K
|
2.31K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.76KNew |
$693K - $781K
|
7.76K
$787K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-24- 6.56% |
$2.14K - $2.41K
|
342
$34.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-301- 4.75% |
$26.9K - $30.3K
|
6.03K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-707- 13.49% |
$63.1K - $71.1K
|
4.53K
$460K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
285+ 6.81% |
$25.5K - $28.7K
|
4.47K
$454K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14+ 1.19% |
$1.25K - $1.41K
|
1.19K
$120K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.64% |
$4.64K - $5.23K
|
8.06K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.26K- 22.04% |
$112K - $127K
|
4.45K
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
2.73K+ 24.67% |
$244K - $275K
|
13.8K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-63- 0.59% |
$5.63K - $6.34K
|
10.6K
$1.07M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-11.8K- 23.37% |
$1.05M - $1.18M
|
38.5K
$3.91M
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
900+ 39.13% |
$77.7K - $84.7K
|
3.2K
$325K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-56- 0.99% |
$4.83K - $5.27K
|
5.62K
$570K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$302K - $329K
|
3.5K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-423- 15.87% |
$36.5K - $39.8K
|
2.24K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$867K - $945K
|
10K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.13% |
$259 - $282
|
2.32K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.02KNew |
$87.8K - $95.7K
|
1.02K
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
106+ 1.0% |
$9.15K - $9.98K
|
10.7K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 38.71% |
$3.11K - $3.39K
|
129
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
330New |
$28.5K - $31.1K
|
330
$33.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-79- 2.1% |
$6.82K - $7.43K
|
3.69K
$374K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.03% |
$86.3 - $94.1
|
2.96K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 1.98% |
$1.81K - $1.98K
|
1.04K
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.63KNew |
$140K - $153K
|
1.63K
$165K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 263.05% |
$87.9K - $95.8K
|
1.41K
$143K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$172 - $186
|
2.19K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-822- 4.46% |
$70.6K - $76.6K
|
17.6K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-336- 7.06% |
$28.8K - $31.3K
|
4.42K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
60+ 2.36% |
$5.15K - $5.59K
|
2.6K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.19KNew |
$188K - $204K
|
2.19K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.88K+ 12.68% |
$762K - $828K
|
78.9K
$8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
79.3K+ 358.56% |
$6.8M - $7.39M
|
101K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
27+ 1.21% |
$2.32K - $2.52K
|
2.26K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
907+ 27.28% |
$77.9K - $84.6K
|
4.23K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$1.55K - $1.68K
|
18
$1.83K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.6KNew |
$223K - $242K
|
2.6K
$264K
|
|