Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
180K+ 889.24% |
$15.5M - $16.8M
|
200K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
109K+ 460.84% |
$9.39M - $10.2M
|
133K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
79.3K+ 358.56% |
$6.8M - $7.39M
|
101K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.3K+ 28.73% |
$5.52M - $6M
|
288K
$30.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.3K+ 11.56% |
$5.18M - $5.62M
|
582K
$62.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7K+ 3.03% |
$1.77M - $1.93M
|
702K
$75.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7K+ 3.03% |
$1.77M - $1.93M
|
702K
$75.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 134.92% |
$1.75M - $1.91M
|
35.6K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.3K+ 3.5% |
$1.31M - $1.43M
|
453K
$48.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 4.07% |
$1.29M - $1.4M
|
385K
$41.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 25.31% |
$1.03M - $1.12M
|
59.6K
$6.38M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$974K - $1.06M
|
11.4K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.88K+ 12.68% |
$762K - $828K
|
78.9K
$8.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.1K+ 4.48% |
$695K - $755K
|
189K
$20.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.53K+ 5.01% |
$561K - $609K
|
137K
$14.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6.09K+ 6.03% |
$523K - $568K
|
107K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.05K+ 5.28% |
$519K - $564K
|
121K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.68KNew |
$487K - $529K
|
5.68K
$608K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.22K+ 15.41% |
$448K - $486K
|
39.1K
$4.18M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.84K+ 10.92% |
$330K - $358K
|
39K
$4.18M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.66K+ 140.83% |
$314K - $342K
|
6.26K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.46KNew |
$297K - $323K
|
3.46K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.39KNew |
$291K - $316K
|
3.39K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.91K+ 58.49% |
$250K - $271K
|
7.89K
$845K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
2.67K+ 50.16% |
$230K - $249K
|
8.01K
$857K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.6KNew |
$223K - $242K
|
2.6K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$216K - $234K
|
2.51K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.33K+ 16.14% |
$200K - $217K
|
16.7K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.19KNew |
$188K - $204K
|
2.19K
$234K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.15KNew |
$184K - $200K
|
2.15K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.85K+ 34.74% |
$159K - $172K
|
7.18K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.65K+ 2.91% |
$141K - $153K
|
58.3K
$6.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.58K+ 2.45% |
$136K - $148K
|
66.2K
$7.09M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.55K+ 0.67% |
$133K - $144K
|
234K
$25.1M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 5.31% |
$131K - $142K
|
30.2K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
907+ 27.28% |
$77.9K - $84.6K
|
4.23K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
825+ 4.47% |
$70.8K - $76.9K
|
19.3K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
774+ 10.27% |
$66.4K - $72.2K
|
8.31K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
652+ 4.2% |
$56K - $60.8K
|
16.2K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
488+ 0.94% |
$41.9K - $45.5K
|
52.2K
$5.6M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
471+ 1.97% |
$40.4K - $43.9K
|
24.4K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
438+ 11.62% |
$37.6K - $40.8K
|
4.21K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
355+ 0.86% |
$30.5K - $33.1K
|
41.5K
$4.45M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
355+ 9.2% |
$30.5K - $33.1K
|
4.22K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
352+ 4.02% |
$30.2K - $32.8K
|
9.12K
$977K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
344+ 4.08% |
$29.5K - $32.1K
|
8.78K
$940K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
293+ 1.33% |
$25.2K - $27.3K
|
22.4K
$2.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
286+ 0.89% |
$24.6K - $26.7K
|
32.4K
$3.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
175+ 2.01% |
$15K - $16.3K
|
8.89K
$952K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
123+ 26.68% |
$10.6K - $11.5K
|
584
$62.6K
|