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 |
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,952
shares
|
$204,667
0.01% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
1,900
shares
|
$199,215
0.19% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
1,806
shares
|
$189,359
0.08% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,771
shares
|
$185,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,737
shares
|
$182,124
0.0% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,581
shares
|
$165,767
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,068
shares
|
$111,979
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,059
shares
|
$111,036
0.07% of portfolio
|
Q3 2023
Added 24.15%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,042
shares
|
$109,253
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,027
shares
|
$107,680
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
953
shares
|
$99,922
0.0% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
898
shares
|
$94,155
0.0% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
889
shares
|
$93,211
0.04% of portfolio
|
Q2 2024
Reduced 66.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
854
shares
|
$89,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
837
shares
|
$87,759
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
825
shares
|
$86,501
0.01% of portfolio
|
Q4 2021
Reduced 19.51%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
820
shares
|
$85,977
0.04% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
742
shares
|
$77,798
0.0% of portfolio
|
Q3 2024
Reduced 52.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
650
shares
|
$68,152
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
447
shares
|
$46,867
0.01% of portfolio
|
Q1 2023
Added 93.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
387
shares
|
$40,576
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
346
shares
|
$36,278
0.0% of portfolio
|
Q1 2025
Reduced 75.7%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
290
shares
|
$30,406
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
289
shares
|
$30,301
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
288
shares
|
$30,196
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|