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 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$240K - $273K
|
3.23K
$313K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.57KNew |
$190K - $217K
|
2.57K
$249K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
597+ 1.3% |
$44.3K - $50.5K
|
46.5K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
496+ 16.54% |
$36.8K - $42K
|
3.49K
$339K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17New |
$1.26K - $1.44K
|
17
$1.65K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17New |
$1.26K - $1.44K
|
17
$1.65K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.47KNew |
$325K - $399K
|
4.47K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 133.26% |
$131K - $161K
|
3.15K
$306K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
285New |
$20.7K - $25.5K
|
285
$27.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
160New |
$11.6K - $14.3K
|
160
$15.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
97New |
$7.05K - $8.66K
|
97
$9.41K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.34% |
$72.7 - $89.3
|
296
$28.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.57KNew |
$341K - $422K
|
4.57K
$444K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.6KNew |
$119K - $148K
|
1.6K
$155K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
957New |
$71.3K - $88.2K
|
957
$92.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
509New |
$37.9K - $46.9K
|
509
$49.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
220New |
$16.4K - $20.3K
|
220
$21.4K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
5.5KNew |
$477K - $542K
|
5.5K
$534K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
85New |
$7.38K - $8.38K
|
85
$8.25K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.15% |
$86.8 - $98.6
|
88
$8.54K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
862New |
$74.6K - $81K
|
862
$83.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
20New |
$1.73K - $1.88K
|
20
$1.94K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
484New |
$28.5K - $37.7K
|
484
$47K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
10.4KNew |
$545K - $638K
|
10.4K
$1.01M
|
|
| Q2 2020 | |||||||
|
Jul 30, 2020
Q2 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.4KNew |
$165K - $275K
|
4.4K
$427K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
78.9KNew |
$5.22M - $5.55M
|
78.9K
$7.66M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$1.6M - $1.7M
|
24.1K
$2.34M
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
Baldwin Brothers LLC
|
BUY
|
- |
240New |
$13.9K - $15.3K
|
240
$23.3K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$57.5 - $59
|
1
$97.1
|
|