Latest Institutional Purchases of First Tr Mid Cap Core Alphadex (FNX)
This list provides information on the latest institutional transactions involving First Tr Mid Cap Core Alphadex (FNX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.52KNew |
$863K - $958K
|
7.52K
$904K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 9.08% |
$325K - $361K
|
34K
$4.09M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$237K - $262K
|
2.06K
$248K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$220K - $243K
|
1.91K
$230K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$199K - $221K
|
1.74K
$209K
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.61K+ 5.22% |
$185K - $205K
|
32.4K
$3.89M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.3K+ 1.87% |
$149K - $165K
|
70.9K
$8.52M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 0.6% |
$41.2K - $45.7K
|
60.3K
$7.24M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 18.98% |
$17.4K - $19.3K
|
953
$114K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 1.53% |
$5.74K - $6.36K
|
3.31K
$398K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 3.13% |
$5.74K - $6.36K
|
1.65K
$198K
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
20+ 0.09% |
$2.3K - $2.55K
|
21.4K
$2.57M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19+ 0.42% |
$2.18K - $2.42K
|
4.51K
$542K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.08% |
$1.15K - $1.27K
|
12.8K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.26% |
$918 - $1.02K
|
3.09K
$371K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7+ 0.36% |
$803 - $891
|
1.96K
$236K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7+ 0.36% |
$803 - $891
|
1.97K
$236K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7+ 0.4% |
$803 - $891
|
1.77K
$213K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$344 - $382
|
17K
$2.04M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.1% |
$230 - $255
|
2.08K
$249K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$230 - $255
|
464
$55.7K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$115 - $127
|
1.81K
$217K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$115 - $127
|
2.38K
$286K
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.05% |
$115 - $127
|
2.14K
$257K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
190K+ 9554.23% |
$20.3M - $22.3M
|
192K
$23.1M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
183K+ 10294.54% |
$19.5M - $21.4M
|
185K
$22.2M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60.6KNew |
$6.47M - $7.1M
|
60.6K
$7.28M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 4.88% |
$4.49M - $4.93M
|
903K
$108M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 23.06% |
$3.32M - $3.64M
|
166K
$19.9M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.4K+ 252.36% |
$2.93M - $3.21M
|
38.3K
$4.6M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 14.71% |
$2.34M - $2.57M
|
171K
$20.5M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 24.0% |
$1.46M - $1.6M
|
70.7K
$8.49M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 8.56% |
$1.09M - $1.2M
|
130K
$15.6M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.99K+ 166.75% |
$854K - $937K
|
12.8K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.38KNew |
$468K - $514K
|
4.38K
$527K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.03KNew |
$430K - $472K
|
4.03K
$484K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.65KNew |
$390K - $427K
|
3.65K
$438K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.56K+ 10.96% |
$380K - $417K
|
36K
$4.33M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.35KNew |
$358K - $393K
|
3.35K
$403K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.22K+ 6.05% |
$344K - $377K
|
56.3K
$6.77M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.11K+ 16.69% |
$333K - $365K
|
21.8K
$2.62M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.83KNew |
$302K - $331K
|
2.83K
$340K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.66K+ 60.15% |
$285K - $312K
|
7.09K
$852K
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.32KNew |
$248K - $272K
|
2.32K
$279K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$227K - $249K
|
2.12K
$255K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.94K+ 3.33% |
$207K - $227K
|
60K
$7.21M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.81K+ 5.26% |
$193K - $212K
|
36.2K
$4.35M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.53K+ 41.1% |
$163K - $179K
|
5.25K
$630K
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.44K+ 3.75% |
$154K - $169K
|
39.8K
$4.78M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.33K+ 20.4% |
$142K - $156K
|
7.84K
$942K
|