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 198 institutions that hold shares in the stock, with a total of 7.52 Million shares, which have been reported (via 13F filing form) to have a value of $891 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,162
shares
|
$848,911
0.2% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,994
shares
|
$828,998
0.0% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,449
shares
|
$764,399
0.1% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,440
shares
|
$763,333
0.14% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,298
shares
|
$746,501
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,866
shares
|
$695,296
0.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,544
shares
|
$657,130
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,522
shares
|
$654,522
0.04% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,401
shares
|
$640,180
0.07% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,390
shares
|
$638,876
0.47% of portfolio
|
Q4 2024
Reduced 30.58%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
5,246
shares
|
$621,808
0.0% of portfolio
|
Q3 2024
Added 41.1%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,036
shares
|
$596,917
0.06% of portfolio
|
Q3 2024
Reduced 86.08%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,024
shares
|
$595,494
0.0% of portfolio
|
Q4 2024
Reduced 42.97%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,737
shares
|
$561,476
0.08% of portfolio
|
Q1 2023
Reduced 2.85%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
4,670
shares
|
$553,535
0.18% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,665
shares
|
$552,942
0.07% of portfolio
|
Q4 2022
Added 664.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,512
shares
|
$534,807
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,383
shares
|
$519,516
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
4,292
shares
|
$508,730
0.04% of portfolio
|
Q4 2024
Added 39.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,148
shares
|
$491,662
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,045
shares
|
$479,453
0.01% of portfolio
|
Q2 2020
Reduced 0.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,028
shares
|
$477,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
4,004
shares
|
$474,594
0.2% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
3,973
shares
|
$470,919
0.04% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$450,414
0.0% of portfolio
|
Q3 2024
Reduced 71.57%
|