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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
100
shares
|
$12,118
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
94
shares
|
$11,390
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
90
shares
|
$10,906
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
75
shares
|
$9,088
0.01% of portfolio
|
Q1 2025
Reduced 81.48%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
67
shares
|
$8,119
0.0% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
53
shares
|
$6,422
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
41
shares
|
$4,968
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
31
shares
|
$3,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$1,454
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
6
shares
|
$727
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|