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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 5.98% |
$14.1K - $16.5K
|
2.8K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
118+ 2.24% |
$10.5K - $12.3K
|
5.38K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
117+ 2.11% |
$10.4K - $12.2K
|
5.67K
$558K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
106+ 2.37% |
$9.46K - $11.1K
|
4.58K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71+ 0.63% |
$6.34K - $7.43K
|
11.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 1.21% |
$3.75K - $4.39K
|
3.52K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
30+ 1.02% |
$2.68K - $3.14K
|
2.97K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 0.45% |
$2.23K - $2.62K
|
5.59K
$550K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$803 - $941
|
9
$886
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.3% |
$625 - $732
|
2.33K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.51% |
$536 - $628
|
1.19K
$118K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2+ 0.12% |
$179 - $209
|
1.63K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 6.45% |
$357 - $418
|
58
$5.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-15- 0.66% |
$1.34K - $1.57K
|
2.27K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17- 0.59% |
$1.52K - $1.78K
|
2.85K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-32- 6.02% |
$2.86K - $3.35K
|
500
$49.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 11.21% |
$3.3K - $3.87K
|
293
$28.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38- 1.56% |
$3.39K - $3.98K
|
2.4K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.5% |
$3.57K - $4.18K
|
8.03K
$790K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-45- 0.35% |
$4.02K - $4.71K
|
12.9K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 2.06% |
$4.82K - $5.65K
|
2.57K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-58- 0.78% |
$5.18K - $6.07K
|
7.39K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-73- 1.65% |
$6.52K - $7.64K
|
4.35K
$428K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-84- 2.33% |
$7.5K - $8.79K
|
3.53K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-84- 50.0% |
$7.5K - $8.79K
|
84
$8.27K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 3.54% |
$15.1K - $17.7K
|
4.6K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-226- 8.4% |
$20.2K - $23.6K
|
2.46K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-241- 70.26% |
$21.5K - $25.2K
|
102
$10K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-323- 18.16% |
$28.8K - $33.8K
|
1.46K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-350- 5.44% |
$31.2K - $36.6K
|
6.09K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-370- 28.59% |
$33K - $38.7K
|
924
$90.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-384- 2.99% |
$34.3K - $40.2K
|
12.5K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-436- 6.61% |
$38.9K - $45.6K
|
6.16K
$607K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-643- 4.05% |
$57.4K - $67.3K
|
15.3K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-729- 1.9% |
$65.1K - $76.3K
|
37.7K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-758- 6.83% |
$67.7K - $79.3K
|
10.3K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-783- 15.74% |
$69.9K - $81.9K
|
4.19K
$413K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-820- 21.77% |
$73.2K - $85.8K
|
2.95K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-866- 18.24% |
$77.3K - $90.6K
|
3.88K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-933- 15.57% |
$83.3K - $97.6K
|
5.06K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.02K- 30.0% |
$91K - $107K
|
2.38K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 15.11% |
$94K - $110K
|
5.91K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.07K- 0.24% |
$95.4K - $112K
|
443K
$43.6M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 27.67% |
$104K - $122K
|
3.04K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 0.31% |
$105K - $123K
|
377K
$37.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.18K- 25.98% |
$105K - $123K
|
3.35K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.55K- 2.39% |
$138K - $162K
|
63.3K
$6.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1.82K- 4.76% |
$163K - $191K
|
36.5K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.02K- 29.86% |
$181K - $212K
|
4.75K
$468K
|