Purchases and Sales Made in Q4 2025 in First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR MID CAP CORE ALPHADEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.7K+ 270.79% |
$1.54M - $1.62M
|
17.4K
$2.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.75K+ 8.52% |
$212K - $222K
|
22.3K
$2.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.39KNew |
$168K - $176K
|
1.39K
$168K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
857+ 101.3% |
$104K - $109K
|
1.7K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 1.45% |
$33.8K - $35.5K
|
19.6K
$2.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
143+ 0.85% |
$17.3K - $18.2K
|
16.9K
$2.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
128+ 2.38% |
$15.5K - $16.3K
|
5.5K
$666K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.21% |
$727 - $762
|
2.88K
$349K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4+ 0.23% |
$485 - $508
|
1.77K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.17% |
$364 - $381
|
1.78K
$216K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2- 0.04% |
$242 - $254
|
4.74K
$574K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19- 0.54% |
$2.3K - $2.41K
|
3.53K
$428K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-21- 1.09% |
$2.54K - $2.67K
|
1.91K
$231K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-48- 0.66% |
$5.82K - $6.1K
|
7.18K
$870K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-120- 3.39% |
$14.5K - $15.2K
|
3.42K
$414K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-130- 47.1% |
$15.8K - $16.5K
|
146
$17.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-286- 14.71% |
$34.7K - $36.3K
|
1.66K
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-458- 3.63% |
$55.5K - $58.2K
|
12.2K
$1.47M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-573- 5.12% |
$69.4K - $72.8K
|
10.6K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-594- 1.48% |
$72K - $75.5K
|
39.6K
$4.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-5K- 65.53% |
$605K - $635K
|
2.63K
$318K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-47.3K- 64.83% |
$5.73M - $6.01M
|
25.7K
$3.11M
|
|