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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,705
shares
|
$320,623
0.08% of portfolio
|
Q2 2023
Reduced 15.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,514
shares
|
$297,984
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,491
shares
|
$295,258
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,418
shares
|
$286,605
0.01% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,400
shares
|
$284,472
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,384
shares
|
$282,575
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,357
shares
|
$279,375
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
2,323
shares
|
$275,345
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,237
shares
|
$265,151
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,202
shares
|
$261,003
0.05% of portfolio
|
Q1 2024
Reduced 92.18%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$259,580
0.01% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,170
shares
|
$257,210
0.0% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
2,138
shares
|
$253,417
0.27% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,121
shares
|
$251,402
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
2,097
shares
|
$248,557
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,075
shares
|
$245,949
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,075
shares
|
$245,949
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,062
shares
|
$244,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,010
shares
|
$238,245
0.03% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,966
shares
|
$233,029
0.16% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
1,963
shares
|
$232,674
0.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,913
shares
|
$226,747
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
1,811
shares
|
$214,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,807
shares
|
$214,183
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
1,769
shares
|
$209,679
0.15% of portfolio
|
Q4 2024
Added 0.4%
|