Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.4K+ 9853.02% |
$3.78M - $4.26M
|
42.8K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.8K+ 7.05% |
$3.65M - $4.11M
|
620K
$63M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$2.74M - $3.08M
|
30.6K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.1K+ 4.12% |
$2.6M - $2.92M
|
734K
$74.5M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.2K+ 201.58% |
$2.16M - $2.43M
|
36.1K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.4K+ 32.81% |
$1.91M - $2.15M
|
86.6K
$8.79M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.4K+ 32.81% |
$1.91M - $2.15M
|
86.6K
$8.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.8KNew |
$1.68M - $1.89M
|
18.8K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 3.58% |
$1.61M - $1.81M
|
522K
$53M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 21.08% |
$1.52M - $1.71M
|
97.8K
$9.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 21.53% |
$1.26M - $1.42M
|
79.9K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.5KNew |
$1.03M - $1.16M
|
11.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 24.18% |
$976K - $1.1M
|
56.1K
$5.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.24K+ 49.51% |
$825K - $929K
|
27.9K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.3KNew |
$741K - $835K
|
8.3K
$842K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.76KNew |
$693K - $781K
|
7.76K
$787K
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
7.09K+ 2.95% |
$633K - $713K
|
247K
$25.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6.69K+ 5.99% |
$597K - $673K
|
118K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.84K+ 246.77% |
$521K - $587K
|
8.2K
$832K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.27K+ 2.67% |
$470K - $530K
|
202K
$20.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.88K+ 1075.33% |
$436K - $491K
|
5.34K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.37KNew |
$391K - $440K
|
4.37K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.33K+ 50.41% |
$387K - $436K
|
12.9K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.13KNew |
$369K - $415K
|
4.13K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.11KNew |
$367K - $414K
|
4.11K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.57K+ 9.14% |
$319K - $359K
|
42.6K
$4.33M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
2.73K+ 24.67% |
$244K - $275K
|
13.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.63K+ 16.09% |
$235K - $264K
|
18.9K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.41K+ 12.39% |
$216K - $243K
|
21.9K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.17KNew |
$194K - $218K
|
2.17K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.12KNew |
$190K - $214K
|
2.12K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.12KNew |
$189K - $213K
|
2.12K
$215K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$187K - $210K
|
2.09K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.07KNew |
$185K - $208K
|
2.07K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.04KNew |
$183K - $206K
|
2.04K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.93K+ 1.57% |
$172K - $194K
|
125K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.64K+ 2.41% |
$146K - $165K
|
69.5K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.47K+ 0.32% |
$131K - $147K
|
453K
$45.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.27K+ 4.79% |
$113K - $128K
|
27.8K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.02K+ 3.16% |
$90.7K - $102K
|
33.2K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
869+ 35.18% |
$77.6K - $87.4K
|
3.34K
$339K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
850New |
$75.9K - $85.5K
|
850
$86.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
760+ 22.82% |
$67.9K - $76.5K
|
4.09K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
673+ 14.98% |
$60.1K - $67.7K
|
5.17K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
672+ 8.26% |
$60K - $67.6K
|
8.81K
$894K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
652New |
$58.2K - $65.6K
|
652
$66.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
449+ 0.75% |
$40.1K - $45.2K
|
60.4K
$6.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
419+ 0.2% |
$37.4K - $42.2K
|
211K
$21.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
328+ 2.97% |
$29.3K - $33K
|
11.4K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 5.83% |
$26.8K - $30.2K
|
5.44K
$553K
|