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 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
273New |
$23.3K - $28.8K
|
273
$32.6K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.71KNew |
$245K - $273K
|
2.71K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.58KNew |
$595K - $664K
|
6.58K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
777New |
$70.3K - $78.5K
|
777
$92.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-576Closed |
$52.1K - $58.2K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29New |
$2.62K - $2.93K
|
29
$3.46K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
206+ 24.15% |
$18.6K - $20.8K
|
1.06K
$127K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
28.7KNew |
$2.6M - $2.9M
|
28.7K
$3.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
387New |
$35K - $39.1K
|
387
$46.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26- 0.77% |
$2.35K - $2.63K
|
3.36K
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
246New |
$22.2K - $24.8K
|
246
$29.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.06KNew |
$638K - $713K
|
7.06K
$844K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$346K - $387K
|
3.83K
$458K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113New |
$10.2K - $11.4K
|
113
$13.5K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.4KNew |
$810K - $906K
|
9.4K
$1.12M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-960- 42.97% |
$82.7K - $92.5K
|
1.27K
$152K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.54KNew |
$219K - $245K
|
2.54K
$304K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.46K- 78.31% |
$728K - $815K
|
2.34K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.5K- 82.26% |
$908K - $1.02M
|
2.27K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
145+ 5.86% |
$12.5K - $14K
|
2.62K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$496K - $554K
|
5.76K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1+ 0.01% |
$86.1 - $96.3
|
10.1K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.34KNew |
$202K - $226K
|
2.34K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.25K- 93.79% |
$194K - $217K
|
149
$17.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$250K - $279K
|
2.9K
$346K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-481- 15.1% |
$41.4K - $46.3K
|
2.71K
$323K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
332New |
$28.6K - $32K
|
332
$39.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 66.67% |
$17.2K - $19.3K
|
100
$11.9K
|
|
| Q1 2023 | |||||||
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.22K+ 31.35% |
$275K - $321K
|
13.5K
$1.61M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.64KNew |
$225K - $262K
|
2.64K
$315K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
82+ 2.47% |
$6.99K - $8.16K
|
3.4K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-139- 2.85% |
$11.8K - $13.8K
|
4.74K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
414+ 14.68% |
$35.3K - $41.2K
|
3.24K
$386K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.07KNew |
$261K - $305K
|
3.07K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.7KNew |
$1.93M - $2.25M
|
22.7K
$2.71M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.28KNew |
$280K - $327K
|
3.28K
$392K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18New |
$1.53K - $1.79K
|
18
$2.15K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-65- 1.75% |
$5.54K - $6.47K
|
3.64K
$435K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
216+ 93.51% |
$18.4K - $21.5K
|
447
$53.4K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$272K - $318K
|
3.2K
$382K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.16K+ 17.01% |
$184K - $215K
|
14.8K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-155- 0.76% |
$13.2K - $15.4K
|
20.2K
$2.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 2.62% |
$5.37K - $6.27K
|
2.34K
$280K
|
|
| Q4 2022 | |||||||
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.79KNew |
$230K - $261K
|
2.79K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.95K+ 1934.82% |
$819K - $930K
|
10.5K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$2.06K - $2.34K
|
25
$2.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9.37K- 62.96% |
$771K - $876K
|
5.51K
$658K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
179New |
$14.7K - $16.7K
|
179
$21.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.14K- 6.33% |
$94.1K - $107K
|
16.9K
$2.02M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$98.8K - $112K
|
1.2K
$143K
|
|