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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-417- 3.26% |
$47.9K - $53.1K
|
12.4K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
20+ 0.09% |
$2.3K - $2.55K
|
21.4K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32.7K- 99.18% |
$3.75M - $4.16M
|
271
$32.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.25K- 34.13% |
$144K - $159K
|
2.42K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19+ 0.42% |
$2.18K - $2.42K
|
4.51K
$539K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-242- 2.1% |
$27.8K - $30.8K
|
11.3K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.36K- 5.51% |
$270K - $300K
|
40.4K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 9.08% |
$325K - $361K
|
34K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-195- 2.93% |
$22.4K - $24.8K
|
6.45K
$770K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.37K- 30.58% |
$272K - $302K
|
5.39K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 0.6% |
$41.2K - $45.7K
|
60.3K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$344 - $382
|
17K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 99.91% |
$1.47M - $1.63M
|
12
$1.43K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$220K - $243K
|
1.91K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-91- 1.23% |
$10.4K - $11.6K
|
7.33K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 3.13% |
$5.74K - $6.36K
|
1.65K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-70- 7.87% |
$8.03K - $8.91K
|
820
$98K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.26% |
$918 - $1.02K
|
3.09K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7+ 0.36% |
$803 - $891
|
1.97K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-52- 1.28% |
$5.97K - $6.62K
|
4K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.52K- 13.55% |
$978K - $1.08M
|
54.4K
$6.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-977- 6.75% |
$112K - $124K
|
13.5K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.61K+ 5.22% |
$185K - $205K
|
32.4K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$237K - $262K
|
2.06K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7+ 0.4% |
$803 - $891
|
1.77K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$115 - $127
|
2.38K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.41K- 9.07% |
$162K - $180K
|
14.2K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$230 - $255
|
464
$55.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.05% |
$115 - $127
|
2.14K
$255K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-556- 37.42% |
$59.4K - $65.2K
|
930
$111K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.22K+ 6.05% |
$344K - $377K
|
56.3K
$6.73M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.8% |
$107 - $117
|
126
$15.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.99% |
$214 - $234
|
204
$24.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 15.54% |
$172K - $189K
|
8.76K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28+ 0.3% |
$2.99K - $3.28K
|
9.31K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50- 0.45% |
$5.34K - $5.86K
|
11.1K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
974+ 14.13% |
$104K - $114K
|
7.87K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.3K- 10.56% |
$2.81M - $3.08M
|
223K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.38KNew |
$468K - $514K
|
4.38K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-88- 0.47% |
$9.4K - $10.3K
|
18.7K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
822+ 0.94% |
$87.8K - $96.3K
|
88.1K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 8.56% |
$1.09M - $1.2M
|
130K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.57K- 71.57% |
$1.02M - $1.12M
|
3.8K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
89+ 10.02% |
$9.51K - $10.4K
|
977
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 5.0% |
$1.29M - $1.41M
|
229K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60.6KNew |
$6.47M - $7.1M
|
60.6K
$7.24M
|
|