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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,628
shares
|
$433,400
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,614
shares
|
$431,728
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,484
shares
|
$416,198
0.02% of portfolio
|
Q4 2024
Added 28933.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,468
shares
|
$414,287
0.0% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,463
shares
|
$413,689
0.09% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,391
shares
|
$405,088
0.03% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,360
shares
|
$401,385
0.03% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,353
shares
|
$400,549
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,327
shares
|
$397,443
0.03% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,312
shares
|
$395,651
0.08% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,230
shares
|
$385,855
0.01% of portfolio
|
Q2 2024
Reduced 11.39%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,228
shares
|
$385,616
0.12% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,148
shares
|
$376,060
0.2% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
3,088
shares
|
$368,892
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,072
shares
|
$366,981
0.03% of portfolio
|
Q3 2024
Added 65.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,002
shares
|
$358,618
0.05% of portfolio
|
Q2 2024
Added 36.33%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,993
shares
|
$357,543
0.4% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,900
shares
|
$346,434
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,819
shares
|
$336,757
0.22% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,811
shares
|
$335,802
0.0% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,705
shares
|
$323,139
0.08% of portfolio
|
Q2 2023
Reduced 15.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,514
shares
|
$300,322
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,491
shares
|
$297,574
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,418
shares
|
$288,854
0.01% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,400
shares
|
$286,704
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|