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 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-774Closed |
$32.2K - $57.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19KClosed |
$49.4K - $88.2K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.53KClosed |
$188K - $336K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58Closed |
$3.77K - $4.22K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1Closed |
$65.1 - $72.8
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35Closed |
$2.28K - $2.55K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.6KClosed |
$299K - $335K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 04, 2019
Q3 2019
|
Bison Wealth, LLC
|
SELL
|
- |
-3.6KClosed |
$231K - $255K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-351Closed |
$22.6K - $24.9K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-120Closed |
$7.71K - $8.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-950Closed |
$60.9K - $66.8K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-619Closed |
$39.7K - $43.5K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.38KClosed |
$88.2K - $96.7K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-541Closed |
$34.7K - $38K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.06KClosed |
$68K - $74.5K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-152Closed |
$8.64K - $10.4K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Legacy Private Trust Co.
|
SELL
|
- |
-24.4KClosed |
$1.39M - $1.67M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-546Closed |
$31.1K - $37.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.73KClosed |
$256K - $336K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.37KClosed |
$290K - $381K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-100Closed |
$5.41K - $7.1K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-32Closed |
$1.73K - $2.27K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Csenge Advisory Group
|
SELL
|
- |
-2.99KClosed |
$205K - $219K
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7KNew |
$1.56M - $1.66M
|
22.7K
$2.69M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
85.7KNew |
$5.87M - $6.26M
|
85.7K
$10.2M
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-2.97KClosed |
$204K - $217K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-950Closed |
$65.1K - $69.4K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-124Closed |
$8.5K - $9.06K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-376Closed |
$25.8K - $27.5K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.31KClosed |
$296K - $315K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-148Closed |
$10.1K - $10.8K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-314Closed |
$20K - $22.3K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Lincoln National Corp
|
SELL
|
- |
-5.31KClosed |
$333K - $368K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.37KClosed |
$211K - $234K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.66KClosed |
$104K - $115K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Baldwin Brothers LLC
|
BUY
|
- |
330New |
$20.7K - $22.9K
|
330
$39.1K
|
|
|
Apr 09, 2018
Q1 2018
|
Trust CO
|
SELL
|
- |
-342Closed |
$21.5K - $23.7K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Aug 30, 2024
Q4 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-85- 17.1% |
$5.3K - $5.61K
|
412
$48.8K
|
|
|
Feb 13, 2018
Q4 2017
|
Cavalier Investments, LLC
|
SELL
|
- |
-5.96KClosed |
$372K - $394K
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.84KClosed |
$426K - $451K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Aug 02, 2018
Q3 2017
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.4KClosed |
$631K - $641K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$61 - $61.9
|
1
$119
|
|