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 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-70- 7.87% |
$8.03K - $8.91K
|
820
$99.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$230 - $255
|
464
$56.2K
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.8% |
$107 - $117
|
126
$15.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-827- 52.71% |
$88.4K - $96.9K
|
742
$89.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160New |
$17.1K - $18.8K
|
160
$19.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-30- 0.86% |
$3.21K - $3.52K
|
3.46K
$420K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$227K - $249K
|
2.12K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
301New |
$32.2K - $35.3K
|
301
$36.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3KNew |
$138K - $152K
|
1.3K
$157K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
183K+ 10294.54% |
$19.5M - $21.4M
|
185K
$22.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-351- 33.4% |
$37.5K - $41.1K
|
700
$84.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.35KNew |
$358K - $393K
|
3.35K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 3.96% |
$1.28M - $1.4M
|
290K
$35.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23K- 10.02% |
$2.46M - $2.7M
|
207K
$25M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-462- 6.69% |
$49.4K - $54.1K
|
6.44K
$780K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.83KNew |
$302K - $331K
|
2.83K
$342K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$31.4K - $33.9K
|
300
$36.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.75K- 66.29% |
$183K - $198K
|
889
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
17.2KNew |
$1.8M - $1.94M
|
17.2K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16.5K- 21.84% |
$1.73M - $1.87M
|
59.2K
$7.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.17KNew |
$122K - $132K
|
1.17K
$141K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.86K- 97.87% |
$509K - $549K
|
106
$12.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$171K - $184K
|
1.63K
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 3.04% |
$10.5K - $11.3K
|
3.39K
$411K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.87KNew |
$187K - $212K
|
1.87K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-26K- 92.18% |
$2.59M - $2.94M
|
2.2K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
136New |
$13.6K - $15.4K
|
136
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 18.0% |
$899 - $1.02K
|
41
$4.97K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-169- 0.71% |
$16.9K - $19.2K
|
23.5K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
76K+ 311.39% |
$7.59M - $8.62M
|
100K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.94KNew |
$194K - $220K
|
1.94K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
650New |
$64.9K - $73.7K
|
650
$78.8K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81K- 47.84% |
$181K - $206K
|
1.98K
$240K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
90New |
$8.99K - $10.2K
|
90
$10.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$298K - $369K
|
3.5K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.53K+ 11.3% |
$130K - $161K
|
15K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.19KNew |
$443K - $548K
|
5.19K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$8.61K - $10.7K
|
101
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.1KNew |
$179K - $221K
|
2.1K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 16.22% |
$512 - $633
|
31
$3.76K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.12KNew |
$181K - $224K
|
2.12K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-294- 98.33% |
$25.1K - $31K
|
5
$606
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.26KNew |
$363K - $450K
|
4.26K
$516K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$9.04K - $11.2K
|
106
$12.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.29KClosed |
$195K - $242K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 1.59% |
$3.07K - $3.8K
|
2.23K
$270K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
273New |
$23.3K - $28.8K
|
273
$33.1K
|
|
| Q3 2023 | |||||||
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$346K - $387K
|
3.83K
$464K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.71KNew |
$245K - $273K
|
2.71K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-576Closed |
$52.1K - $58.2K
|
0
$0
|
|