Latest Institutional Purchases of First Tr Small Cap Core Alphad (FYX)
This list provides information on the latest institutional transactions involving First Tr Small Cap Core Alphad (FYX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
165New |
$12.3K - $15.4K
|
165
$18K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
115New |
$8.6K - $10.7K
|
115
$12.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$3.07K - $3.81K
|
41
$4.46K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29+ 0.26% |
$2.17K - $2.7K
|
11.1K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$1.12K - $1.4K
|
15
$1.63K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$823 - $1.02K
|
11
$1.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
851New |
$67.4K - $75.5K
|
851
$92.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$20.8K - $23.2K
|
262
$28.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$9.98K - $11.2K
|
126
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
62New |
$4.91K - $5.5K
|
62
$6.74K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
735+ 39.95% |
$55.1K - $61K
|
2.58K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
513New |
$38.4K - $42.6K
|
513
$55.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 147.06% |
$7.49K - $8.3K
|
168
$18.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
53New |
$3.97K - $4.4K
|
53
$5.77K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.27KNew |
$251K - $294K
|
3.27K
$356K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.35KNew |
$104K - $122K
|
1.35K
$147K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
115+ 58.67% |
$8.83K - $10.4K
|
311
$33.8K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
91New |
$6.99K - $8.19K
|
91
$9.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$2.69K - $3.15K
|
35
$3.81K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.34K+ 26221.43% |
$545K - $622K
|
7.37K
$802K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$240K - $273K
|
3.23K
$351K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.57KNew |
$190K - $217K
|
2.57K
$279K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
597+ 1.3% |
$44.3K - $50.5K
|
46.5K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
496+ 16.54% |
$36.8K - $42K
|
3.49K
$380K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17New |
$1.26K - $1.44K
|
17
$1.85K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17New |
$1.26K - $1.44K
|
17
$1.85K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.47KNew |
$325K - $399K
|
4.47K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 133.26% |
$131K - $161K
|
3.15K
$343K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
285New |
$20.7K - $25.5K
|
285
$31K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
160New |
$11.6K - $14.3K
|
160
$17.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
97New |
$7.05K - $8.66K
|
97
$10.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.34% |
$72.7 - $89.3
|
296
$32.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.57KNew |
$341K - $422K
|
4.57K
$497K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.6KNew |
$119K - $148K
|
1.6K
$174K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
957New |
$71.3K - $88.2K
|
957
$104K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
509New |
$37.9K - $46.9K
|
509
$55.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
220New |
$16.4K - $20.3K
|
220
$23.9K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
5.5KNew |
$477K - $542K
|
5.5K
$598K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
85New |
$7.38K - $8.38K
|
85
$9.25K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.15% |
$86.8 - $98.6
|
88
$9.57K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
862New |
$74.6K - $81K
|
862
$93.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
20New |
$1.73K - $1.88K
|
20
$2.18K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
484New |
$28.5K - $37.7K
|
484
$52.7K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
10.4KNew |
$545K - $638K
|
10.4K
$1.13M
|
|
| Q2 2020 | |||||||
|
Jul 30, 2020
Q2 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.4KNew |
$165K - $275K
|
4.4K
$479K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12KNew |
$690K - $772K
|
12K
$1.31M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
78.9KNew |
$5.22M - $5.55M
|
78.9K
$8.59M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$1.6M - $1.7M
|
24.1K
$2.62M
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
Baldwin Brothers LLC
|
BUY
|
- |
240New |
$13.9K - $15.3K
|
240
$26.1K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$57.5 - $59
|
1
$109
|
|