Institutional Ownership First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 7.28 Million shares, which have been reported (via 13F filing form) to have a value of $763 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
56,380
shares
|
$5.91 Million
0.02% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
52,270
shares
|
$5.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
47,748
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Added 27.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
43,357
shares
|
$4.55 Million
0.06% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
39,931
shares
|
$4.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
39,917
shares
|
$4.19 Million
2.24% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
38,531
shares
|
$4.04 Million
0.07% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,068
shares
|
$3.89 Million
0.15% of portfolio
|
Q4 2024
Reduced 34.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
36,716
shares
|
$3.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 34.47%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
35,078
shares
|
$3.68 Million
0.26% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
33,150
shares
|
$3.48 Million
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
29,794
shares
|
$3.12 Million
0.17% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,126
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,721
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
24,801
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
24,073
shares
|
$2.52 Million
1.46% of portfolio
|
Q1 2025
Reduced 65.97%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
21,352
shares
|
$2.24 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,837
shares
|
$2.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,638
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
19,440
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,359
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
19,255
shares
|
$2.02 Million
1.09% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
18,978
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
18,209
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
18,033
shares
|
$1.89 Million
1.23% of portfolio
|
Q1 2025
Reduced 44.35%
|