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 203 institutions that hold shares in the stock, with a total of 7.58 Million shares, which have been reported (via 13F filing form) to have a value of $909 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
16,981
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
16,900
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
15,911
shares
|
$1.91 Million
0.27% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,136
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
14,534
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,172
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,647
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
13,488
shares
|
$1.62 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
12,806
shares
|
$1.54 Million
0.77% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,386
shares
|
$1.49 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
11,307
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
11,265
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
11,194
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2024
Reduced 35.83%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
11,039
shares
|
$1.32 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,886
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,629
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
10,594
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,458
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
10,195
shares
|
$1.22 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,191
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
Added 30.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,671
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,187
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,091
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
8,473
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,257
shares
|
$990,179
0.01% of portfolio
|
Q4 2024
New holding
|