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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.91K- 26.98% |
$164K - $178K
|
5.16K
$540K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.72K- 10.7% |
$233K - $254K
|
22.7K
$2.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.46KNew |
$297K - $323K
|
3.46K
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
40+ 0.33% |
$3.43K - $3.73K
|
12.3K
$1.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64New |
$5.49K - $5.97K
|
64
$6.7K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$3.07K - $3.81K
|
41
$4.29K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$823 - $1.02K
|
11
$1.15K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29+ 0.26% |
$2.17K - $2.7K
|
11.1K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.28KNew |
$170K - $212K
|
2.28K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
438+ 15.7% |
$32.8K - $40.8K
|
3.23K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7KNew |
$798K - $993K
|
10.7K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.56KNew |
$192K - $238K
|
2.56K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
165New |
$12.3K - $15.4K
|
165
$17.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
257New |
$19.2K - $23.9K
|
257
$26.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-500- 9.77% |
$37.4K - $46.5K
|
4.62K
$484K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$1.12K - $1.4K
|
15
$1.57K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.34KNew |
$175K - $218K
|
2.34K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
115New |
$8.6K - $10.7K
|
115
$12K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
2.19KNew |
$164K - $204K
|
2.19K
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-786- 0.91% |
$58.8K - $73.1K
|
85.2K
$8.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.36KNew |
$177K - $220K
|
2.36K
$247K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
851New |
$67.4K - $75.5K
|
851
$89.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
62New |
$4.91K - $5.5K
|
62
$6.49K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-743- 17.35% |
$58.8K - $65.9K
|
3.54K
$371K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-55- 2.28% |
$4.36K - $4.88K
|
2.36K
$247K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-620- 56.62% |
$49.1K - $55K
|
475
$49.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-122- 1.53% |
$9.66K - $10.8K
|
7.83K
$820K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$20.8K - $23.2K
|
262
$27.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$9.98K - $11.2K
|
126
$13.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 147.06% |
$7.49K - $8.3K
|
168
$17.6K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.6K- 77.95% |
$2.07M - $2.29M
|
7.8K
$817K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-800- 16.5% |
$59.9K - $66.4K
|
4.05K
$424K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-500- 12.44% |
$37.5K - $41.5K
|
3.52K
$368K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
735+ 39.95% |
$55.1K - $61K
|
2.58K
$270K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
53New |
$3.97K - $4.4K
|
53
$5.55K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
513New |
$38.4K - $42.6K
|
513
$53.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 66.67% |
$7.49K - $8.3K
|
50
$5.24K
|
|
| Q1 2023 | |||||||
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-251Closed |
$19.3K - $22.6K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.35KNew |
$104K - $122K
|
1.35K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-84- 77.06% |
$6.45K - $7.56K
|
25
$2.62K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.27KNew |
$251K - $294K
|
3.27K
$342K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.87K- 59.88% |
$374K - $438K
|
3.26K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
91New |
$6.99K - $8.19K
|
91
$9.53K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-396- 0.58% |
$30.4K - $35.6K
|
68K
$7.12M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.51K- 89.58% |
$116K - $135K
|
175
$18.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
115+ 58.67% |
$8.83K - $10.4K
|
311
$32.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$2.69K - $3.15K
|
35
$3.66K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
496+ 16.54% |
$36.8K - $42K
|
3.49K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.34K+ 26221.43% |
$545K - $622K
|
7.37K
$772K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$240K - $273K
|
3.23K
$338K
|
|