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 212 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $811 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
7,143
shares
|
$865,588
0.13% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,440
shares
|
$780,399
0.14% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,026
shares
|
$730,230
0.0% of portfolio
|
Q3 2025
Reduced 47.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,025
shares
|
$730,109
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,770
shares
|
$699,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,586
shares
|
$676,911
0.0% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
5,371
shares
|
$650,857
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,220
shares
|
$632,559
0.03% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,084
shares
|
$616,079
0.02% of portfolio
|
Q3 2025
Added 173.77%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,034
shares
|
$610,020
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
4,738
shares
|
$574,150
0.06% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
4,709
shares
|
$570,636
0.3% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,696
shares
|
$569,061
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,665
shares
|
$565,304
0.07% of portfolio
|
Q4 2022
Added 664.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,344
shares
|
$526,405
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
4,178
shares
|
$506,290
0.1% of portfolio
|
Q2 2025
Added 100.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
4,155
shares
|
$503,502
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,045
shares
|
$490,173
0.01% of portfolio
|
Q2 2020
Reduced 0.74%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
3,831
shares
|
$464,240
0.16% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,748
shares
|
$454,182
0.16% of portfolio
|
Q2 2022
Added 2.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,709
shares
|
$449,456
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
3,688
shares
|
$446,911
0.04% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,660
shares
|
$443,518
0.05% of portfolio
|
Q3 2025
Added 67.2%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
3,640
shares
|
$441,095
0.19% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,625
shares
|
$439,277
0.02% of portfolio
|
Q3 2025
Added 2.03%
|
|