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 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.02K- 10.98% |
$233K - $257K
|
16.4K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 0.08% |
$5.75K - $6.34K
|
65K
$7.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-27.1K- 70.96% |
$3.12M - $3.44M
|
11.1K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
79+ 1.94% |
$9.09K - $10K
|
4.16K
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-24- 0.78% |
$2.76K - $3.05K
|
3.05K
$369K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
134+ 0.22% |
$15.4K - $17K
|
59.9K
$7.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-100- 0.98% |
$11.5K - $12.7K
|
10.1K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13K- 26.53% |
$1.49M - $1.65M
|
35.9K
$4.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-115- 4.05% |
$13.2K - $14.6K
|
2.73K
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-159- 1.43% |
$18.3K - $20.2K
|
11K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-6.75K- 41.46% |
$777K - $856K
|
9.53K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.9K+ 148.45% |
$1.25M - $1.38M
|
18.2K
$2.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.94KNew |
$224K - $247K
|
1.94K
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.85K- 18.3% |
$558K - $615K
|
21.6K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
341+ 18.37% |
$39.2K - $43.3K
|
2.2K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-10- 0.51% |
$1.15K - $1.27K
|
1.93K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.17% |
$345 - $381
|
1.76K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.47K- 4.56% |
$284K - $314K
|
51.8K
$6.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 1.92% |
$153K - $169K
|
67.9K
$8.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$115 - $127
|
957
$116K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-152- 7.25% |
$17.5K - $19.3K
|
1.94K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-109- 0.97% |
$12.5K - $13.8K
|
11.2K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
199New |
$22.9K - $25.2K
|
199
$24.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
185New |
$21.3K - $23.5K
|
185
$22.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-43- 2.04% |
$4.95K - $5.46K
|
2.06K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-739- 3.47% |
$85K - $93.8K
|
20.5K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
363+ 15.34% |
$41.8K - $46.1K
|
2.73K
$331K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-95- 1.98% |
$10.9K - $12.1K
|
4.71K
$571K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.06% |
$345 - $381
|
5.03K
$610K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-30- 0.78% |
$3.45K - $3.81K
|
3.83K
$464K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-127- 5.28% |
$14.6K - $16.1K
|
2.28K
$276K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-7.01K- 89.23% |
$806K - $889K
|
846
$103K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-928- 7.91% |
$107K - $118K
|
10.8K
$1.31M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-690- 6.32% |
$79.4K - $87.5K
|
10.2K
$1.24M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.1K+ 18.52% |
$4.09M - $4.95M
|
276K
$33.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.75K+ 101.93% |
$166K - $200K
|
3.46K
$419K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-173- 1.9% |
$16.4K - $19.9K
|
8.92K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.05KNew |
$480K - $580K
|
5.05K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.42KNew |
$229K - $278K
|
2.42K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-173- 5.08% |
$16.4K - $19.9K
|
3.23K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-15- 0.69% |
$1.42K - $1.72K
|
2.17K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.9KNew |
$180K - $218K
|
1.9K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.83KNew |
$268K - $325K
|
2.83K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-245- 6.2% |
$23.3K - $28.1K
|
3.71K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.56KNew |
$148K - $179K
|
1.56K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.93K- 95.36% |
$183K - $222K
|
94
$11.4K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11+ 0.5% |
$1.04K - $1.26K
|
2.23K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
258New |
$24.5K - $29.6K
|
258
$31.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
134New |
$12.7K - $15.4K
|
134
$16.2K
|
|