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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
820
shares
|
$99,367
0.04% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
742
shares
|
$89,915
0.0% of portfolio
|
Q3 2024
Reduced 52.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
680
shares
|
$82,402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
466
shares
|
$56,469
0.0% of portfolio
|
Q3 2025
Added 5077.78%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
387
shares
|
$46,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
387
shares
|
$46,896
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
290
shares
|
$35,142
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
289
shares
|
$35,021
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
289
shares
|
$35,021
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
278
shares
|
$33,688
0.0% of portfolio
|
Q3 2025
Reduced 19.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
276
shares
|
$33,445
0.0% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
275
shares
|
$33,324
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
273
shares
|
$33,082
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
258
shares
|
$31,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
243
shares
|
$29,446
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
206
shares
|
$24,963
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
199
shares
|
$24,114
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
185
shares
|
$22,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
166
shares
|
$20,115
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
136
shares
|
$16,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
134
shares
|
$16,238
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
122
shares
|
$14,783
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
112
shares
|
$13,572
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
106
shares
|
$12,845
0.01% of portfolio
|
Q2 2024
Reduced 97.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
101
shares
|
$12,239
0.0% of portfolio
|
Q4 2023
New holding
|
|