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 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
285+ 6.77% |
$24.6K - $26.8K
|
4.49K
$439K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7- 0.21% |
$604 - $659
|
3.35K
$327K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-32- 6.58% |
$2.76K - $3.01K
|
454
$44.4K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-299- 44.96% |
$25.8K - $28.1K
|
366
$35.8K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 1.55% |
$8.63K - $9.41K
|
6.34K
$619K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
3.06K+ 38.2% |
$264K - $288K
|
11.1K
$1.08M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
527+ 1.75% |
$45.5K - $49.6K
|
30.7K
$3M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-49- 0.92% |
$4.23K - $4.61K
|
5.31K
$519K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-181- 7.37% |
$15.6K - $17K
|
2.28K
$222K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.26K+ 28.28% |
$109K - $118K
|
5.71K
$558K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.17KNew |
$101K - $110K
|
1.17K
$115K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 263.05% |
$87.9K - $95.8K
|
1.41K
$137K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7K+ 3.03% |
$1.77M - $1.93M
|
702K
$68.6M
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.93% |
$85.8 - $93.2
|
109
$10.7K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-822- 4.46% |
$70.6K - $76.6K
|
17.6K
$1.72M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-336- 7.06% |
$28.8K - $31.3K
|
4.42K
$432K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$172 - $186
|
2.19K
$214K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$216K - $234K
|
2.51K
$245K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
60+ 2.36% |
$5.15K - $5.59K
|
2.6K
$254K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.19KNew |
$188K - $204K
|
2.19K
$214K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.88K+ 12.68% |
$762K - $828K
|
78.9K
$7.71M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
79.3K+ 358.56% |
$6.8M - $7.39M
|
101K
$9.91M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
344+ 4.08% |
$29.5K - $32.1K
|
8.78K
$858K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
119New |
$10.2K - $11.1K
|
119
$11.6K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
27+ 1.21% |
$2.32K - $2.52K
|
2.26K
$221K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
907+ 27.28% |
$77.9K - $84.6K
|
4.23K
$414K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 134.92% |
$1.75M - $1.91M
|
35.6K
$3.48M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.6KNew |
$223K - $242K
|
2.6K
$254K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$1.55K - $1.68K
|
18
$1.76K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35- 5.3% |
$3K - $3.26K
|
625
$61.1K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100New |
$8.58K - $9.32K
|
100
$9.78K
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
47+ 1.6% |
$4.03K - $4.38K
|
2.98K
$291K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.89K- 52.62% |
$505K - $549K
|
5.3K
$518K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.91K- 26.98% |
$164K - $178K
|
5.16K
$505K
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.22K+ 15.41% |
$448K - $486K
|
39.1K
$3.82M
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.72K- 10.7% |
$233K - $254K
|
22.7K
$2.22M
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.46KNew |
$297K - $323K
|
3.46K
$339K
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
40+ 0.33% |
$3.43K - $3.73K
|
12.3K
$1.2M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64New |
$5.49K - $5.97K
|
64
$6.26K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$3.07K - $3.81K
|
41
$4.01K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$823 - $1.02K
|
11
$1.08K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29+ 0.26% |
$2.17K - $2.7K
|
11.1K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
438+ 15.7% |
$32.8K - $40.8K
|
3.23K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.28KNew |
$170K - $212K
|
2.28K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7KNew |
$798K - $993K
|
10.7K
$1.04M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$262K - $325K
|
3.5K
$342K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.56KNew |
$192K - $238K
|
2.56K
$250K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
165New |
$12.3K - $15.4K
|
165
$16.1K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
257New |
$19.2K - $23.9K
|
257
$25.1K
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-500- 9.77% |
$37.4K - $46.5K
|
4.62K
$452K
|