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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
397New |
$36.6K - $41.2K
|
397
$43.5K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-2.37KClosed |
$219K - $246K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-27Closed |
$2.49K - $2.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-500Closed |
$46.1K - $51.9K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.17KClosed |
$292K - $329K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3.04KClosed |
$280K - $315K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-200- 19.51% |
$19.5K - $21.4K
|
825
$90.5K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-37.8KClosed |
$3.68M - $4.04M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109Closed |
$10.6K - $11.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
202New |
$19.7K - $21.6K
|
202
$22.1K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.43KClosed |
$140K - $153K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-16.7KClosed |
$1.62M - $1.78M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-32.3KClosed |
$3.15M - $3.46M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$26.8K - $29.5K
|
275
$30.2K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-114Closed |
$10.7K - $11.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17KClosed |
$1.6M - $1.75M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-516Closed |
$48.6K - $53.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-137Closed |
$12.9K - $14.1K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
837New |
$78.9K - $86.2K
|
837
$91.8K
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-10.8KClosed |
$1.02M - $1.11M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.02KClosed |
$190K - $208K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-915Closed |
$86.3K - $92.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.24KClosed |
$400K - $430K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.01KClosed |
$95.6K - $103K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
112New |
$10.6K - $11.4K
|
112
$12.3K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7New |
$660 - $711
|
7
$768
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-114- 51.35% |
$10.8K - $11.6K
|
108
$11.8K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-850Closed |
$80.2K - $86.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350New |
$33K - $35.5K
|
350
$38.4K
|
|
Q1 2021 | |||||||
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07KClosed |
$251K - $297K
|
0
$0
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-39- 78.0% |
$3.19K - $3.77K
|
11
$1.21K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-543- 30.28% |
$44.5K - $52.6K
|
1.25K
$137K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-255Closed |
$20.9K - $24.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
166New |
$13.6K - $16.1K
|
166
$18.2K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-134Closed |
$11K - $13K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$4.1K - $4.84K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-76Closed |
$5.08K - $6.41K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
42New |
$2.56K - $2.91K
|
42
$4.61K
|
|
Nov 12, 2020
Q3 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.12KClosed |
$251K - $286K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.37KClosed |
$144K - $164K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-175Closed |
$10.7K - $12.1K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1KClosed |
$678K - $772K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125Closed |
$7.62K - $8.68K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$18.3K - $20.8K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15.7KNew |
$959K - $1.09M
|
15.7K
$1.72M
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-102- 0.74% |
$4.5K - $7.09K
|
13.7K
$1.5M
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$17.7K - $27.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57.3KClosed |
$2.53M - $3.99M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.73KClosed |
$253K - $398K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.99KClosed |
$397K - $625K
|
0
$0
|