Institutional Ownership First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $815 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,045,061
shares
|
$127 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
886,245
shares
|
$107 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
666,443
shares
|
$80.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
485,310
shares
|
$58.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
289,977
shares
|
$35.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
262,355
shares
|
$31.8 Million
0.01% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
215,057
shares
|
$26.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,664
shares
|
$25 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
197,204
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
182,997
shares
|
$22.2 Million
0.04% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
124,755
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
119,613
shares
|
$14.5 Million
10.15% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
99,840
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
97,141
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
87,451
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
78,348
shares
|
$9.49 Million
0.05% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
72,986
shares
|
$8.84 Million
4.07% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
69,271
shares
|
$8.39 Million
0.01% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
67,910
shares
|
$8.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
65,001
shares
|
$7.88 Million
0.08% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
59,944
shares
|
$7.26 Million
0.21% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,194
shares
|
$7.17 Million
0.11% of portfolio
|
Q2 2024
Reduced 21.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,404
shares
|
$6.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
55,469
shares
|
$6.72 Million
0.02% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
51,755
shares
|
$6.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.56%
|
|