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 192 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,139,113
shares
|
$136 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
902,719
shares
|
$108 Million
0.05% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
748,935
shares
|
$89.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
507,963
shares
|
$60.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
289,977
shares
|
$34.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
228,890
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
222,856
shares
|
$26.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,664
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
191,926
shares
|
$22.9 Million
0.03% of portfolio
|
Q3 2024
Added 9554.23%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
187,649
shares
|
$22.4 Million
0.13% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
165,822
shares
|
$19.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
165,610
shares
|
$19.8 Million
0.04% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
161,733
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
129,733
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
129,247
shares
|
$15.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
88,120
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
79,960
shares
|
$9.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 34.35%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
70,906
shares
|
$8.47 Million
4.24% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
70,732
shares
|
$8.45 Million
4.25% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
70,307
shares
|
$8.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
60,594
shares
|
$7.24 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
60,268
shares
|
$7.2 Million
0.25% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
60,018
shares
|
$7.17 Million
0.98% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
59,411
shares
|
$7.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,194
shares
|
$7.07 Million
0.11% of portfolio
|
Q2 2024
Reduced 21.84%
|