Purchases and Sales Made in Q2 2023 in First Tr Small Cap Core Alphad (FYX)

FYX Quotes by TradingView

This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX) during Q2 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
Aug 01, 2023 Q2 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
92.1K
New
$6.9M - $7.64M
92.1K $10M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
73.4K
+ 209791.44%
$5.5M - $6.09M
73.5K $7.99M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
34.8K
+ 21.36%
$2.61M - $2.89M
198K $21.5M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
33.4K
+ 17.88%
$2.5M - $2.77M
220K $24M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
32.9K
+ 38.73%
$2.46M - $2.73M
118K $12.8M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
24K
New
$1.8M - $1.99M
24K $2.61M
Jul 24, 2023 Q2 2023
Sweet Financial Partners, LLC

BUY
 -
20.2K
New
$1.51M - $1.68M
20.2K $2.2M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.3K
+ 276.98%
$845K - $935K
15.3K $1.67M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.4K
+ 11.62%
$705K - $780K
90.3K $9.83M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
8.99K
New
$673K - $746K
8.99K $978K
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
5.78K
New
$433K - $479K
5.78K $629K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.57K
+ 9.55%
$417K - $462K
63.8K $6.94M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.01K
+ 198.37%
$375K - $415K
7.53K $819K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.94K
+ 5.19%
$295K - $327K
79.8K $8.68M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
3.83K
+ 4.45%
$287K - $317K
89.9K $9.78M
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
3.23K
New
$242K - $268K
3.23K $351K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.92K
+ 3.84%
$218K - $242K
78.8K $8.57M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
2.86K
+ 13.71%
$214K - $237K
23.7K $2.58M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.84K
+ 16.07%
$213K - $235K
20.5K $2.23M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
2.8K
New
$210K - $232K
2.8K $305K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.65K
+ 2847.31%
$198K - $220K
2.74K $298K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.56K
+ 4.76%
$192K - $213K
56.4K $6.13M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.51K
+ 2.71%
$188K - $208K
94.8K $10.3M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.43K
+ 11.32%
$182K - $201K
23.9K $2.6M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.42K
+ 8.52%
$181K - $200K
30.8K $3.35M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.4K
+ 5.67%
$180K - $199K
44.7K $4.86M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
2.37K
+ 4.47%
$177K - $196K
55.4K $6.02M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
1.74K
+ 7.54%
$130K - $144K
24.8K $2.7M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
1.7K
+ 27.61%
$127K - $141K
7.84K $853K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.1K
New
$82K - $90.8K
1.1K $119K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
936
+ 41.0%
$70.1K - $77.6K
3.22K $350K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
758
+ 2.11%
$56.8K - $62.9K
36.7K $4M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
735
+ 39.95%
$55.1K - $61K
2.58K $280K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
513
New
$38.4K - $42.6K
513 $55.8K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
430
+ 9.38%
$32.2K - $35.7K
5.01K $545K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
194
+ 1.75%
$14.5K - $16.1K
11.3K $1.23M
Jul 28, 2023 Q2 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
161
+ 0.41%
$12.1K - $13.4K
39.1K $4.25M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
138
+ 1.71%
$10.3K - $11.4K
8.19K $891K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
100
+ 147.06%
$7.49K - $8.3K
168 $18.3K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
67
+ 1.24%
$5.02K - $5.56K
5.45K $593K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
53
New
$3.97K - $4.4K
53 $5.77K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
35
+ 0.15%
$2.62K - $2.9K
23.5K $2.55M
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

BUY
 -
12
+ 0.24%
$899 - $995
5.05K $549K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9
+ 0.26%
$674 - $747
3.43K $373K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9
+ 0.26%
$674 - $747
3.43K $373K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
4
+ 0.12%
$300 - $332
3.35K $364K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2
+ 0.04%
$150 - $166
5.54K $603K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2
+ 0.01%
$150 - $166
15.2K $1.65M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.65%
$74.9 - $83
154 $16.8K

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