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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-787- 3.55% |
$84.1K - $92.2K
|
21.4K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.33K+ 20.4% |
$142K - $156K
|
7.84K
$936K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.6K- 3.44% |
$4.34M - $4.75M
|
1.14M
$136M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.53K+ 41.1% |
$163K - $179K
|
5.25K
$627K
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.32KNew |
$248K - $272K
|
2.32K
$278K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.94K+ 3.33% |
$207K - $227K
|
60K
$7.17M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
102+ 0.21% |
$10.9K - $12K
|
49.1K
$5.87M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
269+ 0.04% |
$28.7K - $31.5K
|
749K
$89.5M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.03KNew |
$430K - $472K
|
4.03K
$481K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 23.06% |
$3.32M - $3.64M
|
166K
$19.8M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.39K- 10.56% |
$149K - $163K
|
11.8K
$1.41M
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 29.47% |
$126K - $138K
|
2.82K
$337K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.4K+ 252.36% |
$2.93M - $3.21M
|
38.3K
$4.58M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-73- 0.05% |
$7.8K - $8.55K
|
162K
$19.3M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40+ 1.97% |
$4.27K - $4.69K
|
2.08K
$248K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.11K+ 16.69% |
$333K - $365K
|
21.8K
$2.6M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-827- 52.71% |
$88.4K - $96.9K
|
742
$88.6K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
190K+ 9554.23% |
$20.3M - $22.3M
|
192K
$22.9M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.56K+ 10.96% |
$380K - $417K
|
36K
$4.3M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.65% |
$1.39K - $1.52K
|
2.01K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160New |
$17.1K - $18.8K
|
160
$19.1K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 4.88% |
$4.49M - $4.93M
|
903K
$108M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.8% |
$2.03K - $2.23K
|
2.36K
$282K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.81K+ 5.26% |
$193K - $212K
|
36.2K
$4.32M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.99K+ 166.75% |
$854K - $937K
|
12.8K
$1.53M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-30- 0.86% |
$3.21K - $3.52K
|
3.46K
$414K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.54K- 30.2% |
$1.02M - $1.12M
|
22K
$2.63M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.1K- 86.08% |
$3.33M - $3.65M
|
5.04K
$602K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$227K - $249K
|
2.12K
$254K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
301New |
$32.2K - $35.3K
|
301
$36K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
63+ 1.54% |
$6.73K - $7.38K
|
4.15K
$496K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.21K+ 65.34% |
$130K - $142K
|
3.07K
$367K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
214+ 7.1% |
$22.9K - $25.1K
|
3.23K
$386K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.11% |
$855 - $938
|
7.16K
$856K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3KNew |
$138K - $152K
|
1.3K
$155K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.8K- 34.35% |
$4.47M - $4.9M
|
80K
$9.55M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.32K+ 15.81% |
$141K - $155K
|
9.67K
$1.16M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
183K+ 10294.54% |
$19.5M - $21.4M
|
185K
$22.1M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-351- 33.4% |
$37.5K - $41.1K
|
700
$83.6K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.35KNew |
$358K - $393K
|
3.35K
$401K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 3.96% |
$1.28M - $1.4M
|
290K
$34.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23K- 10.02% |
$2.46M - $2.7M
|
207K
$24.7M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-34- 1.4% |
$3.63K - $3.98K
|
2.4K
$287K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.83KNew |
$302K - $331K
|
2.83K
$338K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-462- 6.69% |
$49.4K - $54.1K
|
6.44K
$769K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.65KNew |
$390K - $427K
|
3.65K
$436K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-448- 6.02% |
$47.9K - $52.5K
|
6.99K
$836K
|
|
Q2 2024 | |||||||
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$31.4K - $33.9K
|
300
$35.8K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
800+ 36.33% |
$83.8K - $90.4K
|
3K
$359K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$1.5M - $1.62M
|
14.3K
$1.71M
|