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 192 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
14,534
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,172
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
13,488
shares
|
$1.61 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
12,806
shares
|
$1.53 Million
0.77% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,788
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 166.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,386
shares
|
$1.48 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
11,774
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
11,307
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
11,194
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2024
Reduced 35.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,140
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,886
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
10,594
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,458
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
10,195
shares
|
$1.22 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,671
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,311
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,762
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
8,473
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,257
shares
|
$986,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,867
shares
|
$939,791
0.03% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,837
shares
|
$936,208
0.05% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
7,523
shares
|
$898,697
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
7,327
shares
|
$875,283
0.2% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,162
shares
|
$855,572
0.2% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,994
shares
|
$835,503
0.0% of portfolio
|
Q3 2024
Reduced 6.02%
|