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 199 institutions that hold shares in the stock, with a total of 7.38 Million shares, which have been reported (via 13F filing form) to have a value of $818 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,222,038
shares
|
$135 Million
0.01% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
911,833
shares
|
$101 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
680,182
shares
|
$75.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
508,985
shares
|
$56.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
289,977
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
232,620
shares
|
$25.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,664
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
200,728
shares
|
$22.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
192,188
shares
|
$21.3 Million
0.11% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
170,443
shares
|
$18.9 Million
0.04% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
164,302
shares
|
$18.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
144,465
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
124,258
shares
|
$13.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
117,645
shares
|
$13 Million
2.47% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
111,326
shares
|
$12.3 Million
10.4% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
101,024
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
97,362
shares
|
$10.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
92,987
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
74,929
shares
|
$8.3 Million
4.08% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
70,327
shares
|
$7.79 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
64,971
shares
|
$7.2 Million
1.02% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
60,216
shares
|
$6.67 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,194
shares
|
$6.56 Million
0.11% of portfolio
|
Q2 2024
Reduced 21.84%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
56,967
shares
|
$6.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,404
shares
|
$6.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|