Purchases and Sales Made in Q1 2022 in First Tr Small Cap Core Alphad (FYX)
This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR SMALL CAP CORE ALPHAD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
113+ 3.11% |
$9.81K - $11.1K
|
3.75K
$380K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93+ 0.7% |
$8.07K - $9.17K
|
13.4K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
85New |
$7.38K - $8.38K
|
85
$8.63K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$174 - $197
|
2.84K
$288K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$174 - $197
|
2.93K
$297K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.68% |
$86.8 - $98.6
|
147
$14.9K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.03% |
$86.8 - $98.6
|
2.91K
$295K
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.15% |
$86.8 - $98.6
|
88
$8.93K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.66% |
$86.8 - $98.6
|
152
$15.4K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 1.06% |
$260 - $296
|
280
$28.4K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10- 0.19% |
$868 - $986
|
5.33K
$541K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-32Closed |
$2.78K - $3.16K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-36Closed |
$3.12K - $3.55K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-48- 2.1% |
$4.17K - $4.73K
|
2.24K
$227K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-50- 0.36% |
$4.34K - $4.93K
|
13.9K
$1.41M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-54Closed |
$4.69K - $5.33K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 5.16% |
$6.6K - $7.5K
|
1.4K
$142K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-95- 1.88% |
$8.25K - $9.37K
|
4.96K
$504K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-109- 2.0% |
$9.46K - $10.8K
|
5.34K
$542K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-110- 4.65% |
$9.55K - $10.8K
|
2.26K
$229K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-125- 4.07% |
$10.8K - $12.3K
|
2.95K
$299K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-152Closed |
$13.2K - $15K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-155- 3.62% |
$13.5K - $15.3K
|
4.13K
$419K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-167- 3.75% |
$14.5K - $16.5K
|
4.29K
$435K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-219- 3.82% |
$19K - $21.6K
|
5.51K
$560K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-244- 6.83% |
$21.2K - $24.1K
|
3.33K
$338K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-264Closed |
$22.9K - $26K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-465Closed |
$40.4K - $45.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-487- 6.42% |
$42.3K - $48K
|
7.1K
$721K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-501Closed |
$43.5K - $49.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-577- 13.32% |
$50.1K - $56.9K
|
3.76K
$381K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-582- 1.39% |
$50.5K - $57.4K
|
41.2K
$4.18M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-640- 2.38% |
$55.5K - $63.1K
|
26.3K
$2.67M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-683- 6.8% |
$59.3K - $67.4K
|
9.36K
$950K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-718- 0.34% |
$62.3K - $70.8K
|
211K
$21.4M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-772- 7.61% |
$67K - $76.1K
|
9.37K
$951K
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-772- 3.75% |
$67K - $76.1K
|
19.8K
$2.01M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21KClosed |
$105K - $119K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.24K- 7.22% |
$107K - $122K
|
15.9K
$1.61M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.54K- 16.95% |
$134K - $152K
|
7.56K
$767K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.6K- 18.54% |
$139K - $158K
|
7.03K
$713K
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.14KClosed |
$186K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.32KClosed |
$201K - $229K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.33KClosed |
$202K - $229K
|
0
$0
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.41K- 5.14% |
$209K - $237K
|
44.4K
$4.5M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.85K- 0.61% |
$247K - $281K
|
465K
$47.1M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.99KClosed |
$260K - $295K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.57KClosed |
$310K - $352K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.81K- 4.41% |
$330K - $375K
|
82.5K
$8.37M
|