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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.28K- 48.7% |
$204K - $239K
|
2.4K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.34K- 50.0% |
$209K - $245K
|
2.34K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.38K- 4.05% |
$212K - $248K
|
56.3K
$5.54M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.44K- 5.38% |
$218K - $256K
|
43K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.92K- 4.75% |
$261K - $306K
|
58.6K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 1.5% |
$275K - $323K
|
203K
$20M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.27K- 33.68% |
$292K - $342K
|
6.43K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.89K- 8.35% |
$436K - $512K
|
53.7K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 21.42% |
$443K - $519K
|
18.2K
$1.79M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.68K- 53.61% |
$685K - $803K
|
6.64K
$654K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.75K- 37.59% |
$692K - $811K
|
12.9K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11K- 75.16% |
$984K - $1.15M
|
3.65K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 1.77% |
$1.02M - $1.19M
|
630K
$62M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 48.77% |
$1.3M - $1.53M
|
15.3K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.6K- 8.93% |
$2.2M - $2.57M
|
251K
$24.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 65.03% |
$2.67M - $3.12M
|
16.1K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.3K- 4.39% |
$3.15M - $3.69M
|
768K
$75.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-64.5K- 51.89% |
$5.76M - $6.75M
|
59.8K
$5.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-125K- 98.89% |
$11.2M - $13.1M
|
1.41K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-178K- 71.68% |
$15.9M - $18.6M
|
70.3K
$6.92M
|