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
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-493- 9.29% |
$44K - $49.6K
|
4.81K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-550- 3.46% |
$49.1K - $55.3K
|
15.3K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-586- 11.03% |
$52.3K - $59K
|
4.73K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-682- 0.85% |
$60.9K - $68.6K
|
79.8K
$8.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-707- 13.49% |
$63.1K - $71.1K
|
4.53K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-930- 1.57% |
$83.1K - $93.6K
|
58.2K
$5.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.1K- 11.79% |
$98.6K - $111K
|
8.26K
$838K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.26K- 22.04% |
$112K - $127K
|
4.45K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 5.69% |
$129K - $145K
|
23.9K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.46K- 2.31% |
$130K - $147K
|
61.6K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.56K- 11.45% |
$139K - $157K
|
12K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.64K- 14.37% |
$236K - $266K
|
15.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.13K- 1.52% |
$279K - $314K
|
203K
$20.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4.09K- 10.45% |
$365K - $412K
|
35.1K
$3.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.73K- 65.31% |
$512K - $577K
|
3.05K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.22K- 44.91% |
$555K - $626K
|
7.63K
$774K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.64K- 12.76% |
$593K - $668K
|
45.4K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 15.15% |
$994K - $1.12M
|
62.3K
$6.33M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-11.8K- 23.37% |
$1.05M - $1.18M
|
38.5K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 3.23% |
$1.15M - $1.29M
|
385K
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.4K- 74.05% |
$1.28M - $1.45M
|
5.04K
$512K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.9K- 8.55% |
$2.23M - $2.51M
|
267K
$27.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-39.2K- 68.39% |
$3.51M - $3.95M
|
18.1K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54.9K- 36.23% |
$4.91M - $5.53M
|
96.7K
$9.81M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.7K- 93.54% |
$6.67M - $7.52M
|
5.16K
$523K
|