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 |
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
16,983
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
16,900
shares
|
$1.77 Million
0.26% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
16,154
shares
|
$1.69 Million
0.28% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
15,117
shares
|
$1.59 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
14,533
shares
|
$1.52 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,501
shares
|
$1.52 Million
0.54% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
12,990
shares
|
$1.36 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
12,394
shares
|
$1.3 Million
0.62% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,232
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
Added 101833.33%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
12,198
shares
|
$1.28 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,951
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
11,159
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
10,829
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,642
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.43%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,544
shares
|
$1.11 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,458
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
10,442
shares
|
$1.09 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
10,195
shares
|
$1.07 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,098
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,200
shares
|
$964,620
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,091
shares
|
$953,191
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
8,373
shares
|
$877,909
0.27% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
7,571
shares
|
$793,819
0.51% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,313
shares
|
$766,768
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
7,312
shares
|
$766,663
0.19% of portfolio
|
Q1 2025
Reduced 0.2%
|