Purchases and Sales Made in Q2 2025 in First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR MID CAP CORE ALPHADEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 14.99% |
$9.68M - $11.7M
|
782K
$94.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
51KNew |
$4.84M - $5.86M
|
51K
$6.18M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.1K+ 18.52% |
$4.09M - $4.95M
|
276K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.1K+ 18.52% |
$4.09M - $4.95M
|
276K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.3K+ 285.15% |
$2.88M - $3.49M
|
41K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.8K+ 29.55% |
$2.73M - $3.3M
|
126K
$15.3M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.9K+ 75.22% |
$2.65M - $3.2M
|
65K
$7.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
22.9K+ 11.43% |
$2.18M - $2.64M
|
224K
$27.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.3KNew |
$2.02M - $2.44M
|
21.3K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12K+ 7.28% |
$1.13M - $1.37M
|
176K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.81K+ 18.44% |
$836K - $1.01M
|
56.6K
$6.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.85KNew |
$746K - $902K
|
7.85K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.2K+ 98.5% |
$684K - $827K
|
14.5K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.66KNew |
$632K - $765K
|
6.66K
$807K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
5.53K+ 4.97% |
$525K - $635K
|
117K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.05KNew |
$480K - $580K
|
5.05K
$612K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.79K+ 6.39% |
$455K - $550K
|
79.7K
$9.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.58K+ 29.23% |
$339K - $411K
|
15.8K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 7.47% |
$273K - $331K
|
41.4K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.83KNew |
$268K - $325K
|
2.83K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.74K+ 6.86% |
$260K - $315K
|
42.7K
$5.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.42KNew |
$229K - $278K
|
2.42K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33K+ 0.26% |
$221K - $267K
|
914K
$111M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.32KNew |
$220K - $266K
|
2.32K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.19KNew |
$208K - $251K
|
2.19K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.15KNew |
$204K - $246K
|
2.15K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$202K - $245K
|
2.13K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.09K+ 100.1% |
$198K - $240K
|
4.18K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.9KNew |
$180K - $218K
|
1.9K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.82KNew |
$172K - $208K
|
1.82K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.78KNew |
$169K - $204K
|
1.78K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.76KNew |
$167K - $202K
|
1.76K
$213K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.75K+ 101.93% |
$166K - $200K
|
3.46K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 1.31% |
$155K - $188K
|
126K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.56KNew |
$148K - $179K
|
1.56K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.48K+ 4.21% |
$140K - $170K
|
36.6K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.33K+ 13.48% |
$126K - $152K
|
11.2K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1.05K+ 4.93% |
$99.9K - $121K
|
22.4K
$2.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.02K+ 1785.96% |
$96.6K - $117K
|
1.08K
$130K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
787+ 15.08% |
$74.7K - $90.4K
|
6.01K
$728K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 6.13% |
$69.6K - $84.2K
|
12.7K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
680New |
$64.5K - $78.1K
|
680
$82.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
418+ 6.47% |
$39.7K - $48K
|
6.88K
$834K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
409New |
$38.8K - $47K
|
409
$49.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
407+ 1.58% |
$38.6K - $46.7K
|
26.1K
$3.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
387New |
$36.7K - $44.4K
|
387
$46.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
258New |
$24.5K - $29.6K
|
258
$31.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
243New |
$23.1K - $27.9K
|
243
$29.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
215+ 1.48% |
$20.4K - $24.7K
|
14.7K
$1.78M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
195+ 12.33% |
$18.5K - $22.4K
|
1.78K
$215K
|
|