Latest Institutional Transactions on First Tr Mid Cap Core Alphadex (FNX)
This table provides information on the latest institutional transactions involving First Tr Mid Cap Core Alphadex (FNX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.39% |
$459 - $509
|
1.04K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 9.78% |
$35.5K - $39.3K
|
3.47K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37- 1.63% |
$4.25K - $4.71K
|
2.24K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.85K- 2.84% |
$556K - $617K
|
166K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
656+ 1.65% |
$75.3K - $83.5K
|
40.5K
$4.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.26KNew |
$948K - $1.05M
|
8.26K
$986K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.14% |
$2.98K - $3.31K
|
18.2K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-134- 2.37% |
$15.4K - $17.1K
|
5.52K
$660K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 1.92% |
$58.2K - $64.5K
|
26.9K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 28933.33% |
$398K - $442K
|
3.48K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.14% |
$574 - $636
|
3.63K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.22% |
$183K - $203K
|
129K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 1.84% |
$5.39K - $5.98K
|
2.51K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
35+ 0.22% |
$4.02K - $4.45K
|
15.9K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$115 - $127
|
8.47K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.2% |
$1.26K - $1.4K
|
5.54K
$662K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-251- 64.03% |
$28.8K - $31.9K
|
141
$16.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57New |
$6.54K - $7.25K
|
57
$6.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 2.87% |
$125K - $138K
|
38.9K
$4.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
170New |
$19.5K - $21.6K
|
170
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
508KNew |
$58.3M - $64.7M
|
508K
$60.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
101+ 0.14% |
$11.6K - $12.9K
|
70.7K
$8.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
672+ 22.58% |
$77.1K - $85.5K
|
3.65K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13+ 0.36% |
$1.49K - $1.65K
|
3.61K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.78KNew |
$434K - $482K
|
3.78K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.37K+ 47.5% |
$387K - $429K
|
10.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 1.53% |
$5.74K - $6.36K
|
3.31K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-664- 42.51% |
$76.2K - $84.5K
|
898
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.79K- 42.97% |
$435K - $482K
|
5.02K
$600K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-225- 2.16% |
$25.8K - $28.6K
|
10.2K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.43K+ 19.08% |
$278K - $309K
|
15.1K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-35- 0.33% |
$4.02K - $4.45K
|
10.6K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$115 - $127
|
1.81K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-138- 2.3% |
$15.8K - $17.6K
|
5.87K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-99- 3.05% |
$11.4K - $12.6K
|
3.15K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.03K- 27.3% |
$233K - $258K
|
5.4K
$645K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.52KNew |
$863K - $958K
|
7.52K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-137- 0.24% |
$15.7K - $17.4K
|
56.4K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-964- 4.8% |
$111K - $123K
|
19.1K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.47K- 5.52% |
$398K - $442K
|
59.4K
$7.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40- 1.58% |
$4.59K - $5.09K
|
2.49K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.08% |
$1.15K - $1.27K
|
12.8K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7+ 0.36% |
$803 - $891
|
1.96K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 18.98% |
$17.4K - $19.3K
|
953
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-111- 0.41% |
$12.7K - $14.1K
|
26.8K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-203- 5.75% |
$23.3K - $25.8K
|
3.33K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.3K+ 1.87% |
$149K - $165K
|
70.9K
$8.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.1% |
$230 - $255
|
2.08K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.39% |
$459 - $509
|
1.03K
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$199K - $221K
|
1.74K
$208K
|