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 |
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
275
shares
|
$28,833
0.0% of portfolio
|
Q4 2021
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
273
shares
|
$28,624
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
244
shares
|
$25,583
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
205
shares
|
$21,494
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
199
shares
|
$20,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
166
shares
|
$17,405
0.0% of portfolio
|
Q1 2021
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
136
shares
|
$14,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
134
shares
|
$14,049
0.0% of portfolio
|
Q4 2022
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
112
shares
|
$11,743
0.0% of portfolio
|
Q2 2021
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
106
shares
|
$11,114
0.01% of portfolio
|
Q2 2024
Reduced 97.87%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
101
shares
|
$10,589
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$10,485
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
94
shares
|
$9,855
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
90
shares
|
$9,436
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
85
shares
|
$8,912
0.0% of portfolio
|
Q2 2024
Added 750.0%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
78
shares
|
$8,178
0.0% of portfolio
|
Q1 2025
Reduced 99.31%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
75
shares
|
$7,863
0.01% of portfolio
|
Q1 2025
Reduced 81.48%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
57
shares
|
$5,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
53
shares
|
$5,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
41
shares
|
$4,298
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12
shares
|
$1,258
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
12
shares
|
$1,258
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3
shares
|
$314
0.0% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|