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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,866
shares
|
$226,121
0.03% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
1,861
shares
|
$225,515
0.06% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,797
shares
|
$217,760
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
1,782
shares
|
$215,942
0.13% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
1,761
shares
|
$213,397
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
1,755
shares
|
$212,670
0.14% of portfolio
|
Q2 2025
Reduced 46.49%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,737
shares
|
$210,489
0.0% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
1,660
shares
|
$201,158
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
1,601
shares
|
$194,009
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,599
shares
|
$193,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,555
shares
|
$188,434
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,468
shares
|
$177,892
0.01% of portfolio
|
Q3 2025
Reduced 90.71%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,085
shares
|
$131,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,059
shares
|
$128,329
0.07% of portfolio
|
Q3 2023
Added 24.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,032
shares
|
$125,057
0.0% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,016
shares
|
$123,118
0.0% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
978
shares
|
$118,514
0.0% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
957
shares
|
$115,969
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
927
shares
|
$112,333
0.01% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
898
shares
|
$108,819
0.0% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
889
shares
|
$107,729
0.04% of portfolio
|
Q2 2024
Reduced 66.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
854
shares
|
$103,487
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
846
shares
|
$102,518
0.23% of portfolio
|
Q3 2025
Reduced 89.23%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
837
shares
|
$101,427
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
825
shares
|
$99,973
0.01% of portfolio
|
Q4 2021
Reduced 19.51%
|
|