Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.1K+ 10.26% |
$4.87M - $5.36M
|
571K
$57.9M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.8K+ 8.94% |
$4.65M - $5.13M
|
619K
$62.8M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
46.8KNew |
$4.29M - $4.73M
|
46.8K
$4.75M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.4KNew |
$3.34M - $3.68M
|
36.4K
$3.7M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.5K+ 30.67% |
$2.7M - $2.98M
|
126K
$12.7M
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
28.9KNew |
$2.65M - $2.92M
|
28.9K
$2.93M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
24.9K+ 1225.55% |
$2.28M - $2.51M
|
26.9K
$2.73M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 18.13% |
$2.17M - $2.39M
|
154K
$15.7M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 20.25% |
$1.79M - $1.98M
|
116K
$11.8M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 11.63% |
$1.69M - $1.86M
|
177K
$18M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 2.67% |
$1.11M - $1.23M
|
467K
$47.4M
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.2KNew |
$1.02M - $1.13M
|
11.2K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10KNew |
$921K - $1.01M
|
10K
$1.02M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.97K+ 205.61% |
$914K - $1.01M
|
14.8K
$1.5M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.91K+ 5.24% |
$908K - $1M
|
199K
$20.2M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.63K+ 23.73% |
$882K - $972K
|
50.2K
$5.1M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.58K+ 256.22% |
$878K - $968K
|
13.3K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.63KNew |
$791K - $871K
|
8.63K
$876K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.92K+ 10.11% |
$726K - $800K
|
86.3K
$8.76M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.59KNew |
$696K - $767K
|
7.59K
$770K
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
6.42K+ 3.63% |
$588K - $648K
|
183K
$18.6M
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6.28K+ 38.93% |
$575K - $634K
|
22.4K
$2.27M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.58K+ 2.7% |
$511K - $563K
|
212K
$21.5M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.57KNew |
$510K - $562K
|
5.57K
$565K
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
5.06KNew |
$463K - $511K
|
5.06K
$513K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.99KNew |
$457K - $504K
|
4.99K
$506K
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
4.5K+ 35.72% |
$412K - $454K
|
17.1K
$1.73M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.47KNew |
$409K - $451K
|
4.47K
$453K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.39K+ 11.21% |
$402K - $443K
|
43.6K
$4.42M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
4.29KNew |
$393K - $433K
|
4.29K
$435K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.98KNew |
$365K - $402K
|
3.98K
$404K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.96K+ 22.91% |
$363K - $400K
|
21.3K
$2.16M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.66K+ 9.58% |
$335K - $369K
|
41.8K
$4.24M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.57KNew |
$327K - $361K
|
3.57K
$363K
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
3.06KNew |
$280K - $309K
|
3.06K
$310K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.93KNew |
$268K - $295K
|
2.93K
$297K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.88K+ 25.82% |
$264K - $291K
|
14K
$1.42M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.87KNew |
$263K - $290K
|
2.87K
$291K
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.37KNew |
$217K - $239K
|
2.37K
$240K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.33KNew |
$213K - $235K
|
2.33K
$236K
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.14KNew |
$196K - $216K
|
2.14K
$217K
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.1K+ 3.74% |
$192K - $212K
|
58.2K
$5.9M
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
2.03K+ 4.6% |
$186K - $205K
|
46K
$4.67M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2K+ 4.61% |
$184K - $202K
|
45.4K
$4.61M
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
1.99K+ 10.67% |
$182K - $201K
|
20.6K
$2.09M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 10.66% |
$163K - $180K
|
18.5K
$1.88M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.77K+ 2.49% |
$162K - $178K
|
72.7K
$7.38M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.64K+ 5.8% |
$150K - $166K
|
29.9K
$3.04M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.61K+ 10.44% |
$147K - $162K
|
17K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.44K+ 1.98% |
$132K - $145K
|
74.1K
$7.52M
|