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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
285+ 6.81% |
$25.5K - $28.7K
|
4.47K
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
268+ 2.32% |
$23.9K - $27K
|
11.8K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
250+ 0.83% |
$22.3K - $25.2K
|
30.3K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
199New |
$17.8K - $20K
|
199
$20.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
189+ 2.95% |
$16.9K - $19K
|
6.6K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
175New |
$15.6K - $17.6K
|
175
$17.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
100+ 2.03% |
$8.93K - $10.1K
|
5.02K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
61+ 0.26% |
$5.45K - $6.14K
|
23.6K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52New |
$4.64K - $5.23K
|
52
$5.28K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
38+ 1.11% |
$3.39K - $3.82K
|
3.45K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 1.67% |
$3.39K - $3.82K
|
2.31K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 0.65% |
$1.79K - $2.01K
|
3.08K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
19New |
$1.7K - $1.91K
|
19
$1.93K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14+ 1.19% |
$1.25K - $1.41K
|
1.19K
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$357 - $402
|
14K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.08% |
$179 - $201
|
2.51K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.64% |
$89.3 - $101
|
157
$15.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$89.3 - $101
|
154
$15.6K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.84% |
$89.3 - $101
|
120
$12.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.92% |
$89.3 - $101
|
110
$11.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.04% |
$268 - $302
|
7.66K
$778K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4- 0.05% |
$357 - $402
|
7.46K
$757K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.17% |
$357 - $402
|
2.32K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13- 0.39% |
$1.16K - $1.31K
|
3.34K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.41% |
$1.61K - $1.81K
|
4.42K
$448K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 0.55% |
$1.79K - $2.01K
|
3.65K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22- 0.07% |
$1.97K - $2.21K
|
30.7K
$3.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-24- 6.56% |
$2.14K - $2.41K
|
342
$34.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 1.19% |
$2.95K - $3.32K
|
2.74K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-38- 0.82% |
$3.39K - $3.82K
|
4.6K
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 6.24% |
$3.48K - $3.92K
|
586
$59.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.64% |
$4.64K - $5.23K
|
8.06K
$818K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61- 0.42% |
$5.45K - $6.14K
|
14.5K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-63- 0.59% |
$5.63K - $6.34K
|
10.6K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-107- 4.2% |
$9.56K - $10.8K
|
2.44K
$248K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-115- 2.83% |
$10.3K - $11.6K
|
3.95K
$400K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-117- 19.63% |
$10.5K - $11.8K
|
479
$48.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-119- 4.23% |
$10.6K - $12K
|
2.69K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-132- 61.68% |
$11.8K - $13.3K
|
82
$8.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-191- 7.36% |
$17.1K - $19.2K
|
2.4K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-230- 7.42% |
$20.5K - $23.1K
|
2.87K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-241- 3.59% |
$21.5K - $24.2K
|
6.47K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-252- 0.56% |
$22.5K - $25.4K
|
44.4K
$4.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-283- 7.31% |
$25.3K - $28.5K
|
3.59K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-301- 4.75% |
$26.9K - $30.3K
|
6.03K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-419- 5.85% |
$37.4K - $42.2K
|
6.74K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-437- 1.09% |
$39K - $44K
|
39.5K
$4.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-469- 1.16% |
$41.9K - $47.2K
|
40K
$4.06M
|