Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
125K+ 8908.97% |
$11.2M - $13.1M
|
127K
$12.5M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.9KNew |
$4.36M - $5.11M
|
48.9K
$4.81M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44K+ 280.59% |
$3.93M - $4.6M
|
59.7K
$5.87M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.1K+ 43.03% |
$3.75M - $4.4M
|
140K
$13.8M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.6K+ 181.92% |
$2.65M - $3.1M
|
45.9K
$4.52M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 707.14% |
$2.55M - $2.98M
|
32.6K
$3.2M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.2K+ 20.48% |
$2.16M - $2.53M
|
142K
$14M
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.4KNew |
$2M - $2.34M
|
22.4K
$2.2M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 4.07% |
$1.55M - $1.82M
|
445K
$43.8M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$1.52M - $1.78M
|
17K
$1.67M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.2K+ 366.57% |
$1.45M - $1.7M
|
20.6K
$2.03M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.1KNew |
$990K - $1.16M
|
11.1K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.24K+ 1.39% |
$735K - $862K
|
603K
$59.3M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.8K+ 117.36% |
$696K - $816K
|
14.4K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.96K+ 3.83% |
$443K - $519K
|
135K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.62K+ 21.73% |
$323K - $379K
|
20.3K
$2M
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.88KNew |
$257K - $301K
|
2.88K
$283K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$237K - $277K
|
2.65K
$261K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.46K+ 4.58% |
$220K - $257K
|
56.2K
$5.53M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.33K+ 116650.0% |
$208K - $244K
|
2.34K
$230K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.29KNew |
$204K - $239K
|
2.29K
$225K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.27K+ 14.02% |
$203K - $237K
|
18.5K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.06K+ 2.51% |
$184K - $216K
|
84.2K
$8.29M
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.72K+ 4.78% |
$153K - $180K
|
37.6K
$3.7M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.56K+ 3.34% |
$139K - $163K
|
48.2K
$4.74M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 10.42% |
$131K - $154K
|
15.6K
$1.54M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.35K+ 49.83% |
$121K - $142K
|
4.07K
$401K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.28K+ 4.38% |
$114K - $134K
|
30.5K
$3M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 32.8% |
$110K - $129K
|
4.98K
$491K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 48.58% |
$103K - $120K
|
3.52K
$346K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.04K+ 3.38% |
$92.8K - $109K
|
31.8K
$3.13M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
978+ 2.2% |
$87.3K - $102K
|
45.4K
$4.47M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
963+ 2.2% |
$86K - $101K
|
44.8K
$4.41M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
713+ 1.03% |
$63.6K - $74.6K
|
70.2K
$6.91M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
705+ 0.8% |
$62.9K - $73.8K
|
88.7K
$8.73M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
670+ 2.36% |
$59.8K - $70.1K
|
29.1K
$2.86M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
664+ 2.74% |
$59.3K - $69.5K
|
24.9K
$2.45M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
652New |
$58.2K - $68.2K
|
652
$64.2K
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
637+ 0.56% |
$56.9K - $66.6K
|
114K
$11.2M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
635+ 5.91% |
$56.7K - $66.4K
|
11.4K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
618New |
$55.2K - $64.6K
|
618
$60.8K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
559+ 2.11% |
$49.9K - $58.5K
|
27K
$2.66M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
465+ 5.11% |
$41.5K - $48.6K
|
9.57K
$942K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 6.8% |
$33.5K - $39.2K
|
5.89K
$580K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
372+ 12.37% |
$33.2K - $38.9K
|
3.38K
$333K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
339+ 1.01% |
$30.3K - $35.5K
|
34K
$3.35M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
320+ 2.34% |
$28.6K - $33.5K
|
14K
$1.38M
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
277+ 0.93% |
$24.7K - $29K
|
29.9K
$2.95M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
244New |
$21.8K - $25.5K
|
244
$24K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
168New |
$15K - $17.6K
|
168
$16.5K
|