Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.87K- 59.88% |
$374K - $438K
|
3.26K
$350K
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4.89K- 14.42% |
$375K - $440K
|
29K
$3.11M
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.66K- 33.76% |
$665K - $780K
|
17K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.4K- 9.85% |
$722K - $846K
|
86.1K
$9.22M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 14.76% |
$775K - $908K
|
58.3K
$6.24M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.8K- 39.55% |
$832K - $975K
|
16.6K
$1.77M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 4.45% |
$863K - $1.01M
|
242K
$25.9M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.8K- 6.75% |
$907K - $1.06M
|
163K
$17.5M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.6K- 71.2% |
$1.74M - $2.04M
|
9.15K
$980K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.7K- 3.24% |
$1.74M - $2.04M
|
678K
$72.6M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.2K- 90.1% |
$2.48M - $2.9M
|
3.54K
$380K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-62.6K- 88.72% |
$4.81M - $5.64M
|
7.96K
$853K
|