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 |
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
3,647
shares
|
$382,387
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,630
shares
|
$380,605
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,600
shares
|
$377,460
0.0% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,487
shares
|
$365,611
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,463
shares
|
$363,095
0.07% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,403
shares
|
$356,804
0.01% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,391
shares
|
$355,546
0.03% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,360
shares
|
$352,296
0.03% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,359
shares
|
$352,191
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
3,355
shares
|
$351,771
0.14% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,353
shares
|
$351,562
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
3,300
shares
|
$346,005
0.25% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
3,280
shares
|
$343,908
0.1% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
3,280
shares
|
$343,908
0.27% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
3,253
shares
|
$341,077
0.03% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
3,248
shares
|
$340,552
0.1% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
3,073
shares
|
$322,204
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
3,071
shares
|
$321,994
0.18% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
3,036
shares
|
$318,324
0.1% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,002
shares
|
$314,759
0.05% of portfolio
|
Q2 2024
Added 36.33%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,993
shares
|
$313,816
0.4% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,990
shares
|
$313,501
0.0% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
2,918
shares
|
$305,952
0.03% of portfolio
|
Q1 2025
Reduced 26.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,918
shares
|
$305,952
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,900
shares
|
$304,065
0.06% of portfolio
|
Q2 2023
New holding
|