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 190 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $755 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,179,688
shares
|
$132 Million
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
860,681
shares
|
$96.1 Million
0.05% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
748,666
shares
|
$83.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
301,936
shares
|
$33.7 Million
0.05% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
295,233
shares
|
$33 Million
0.18% of portfolio
|
Q2 2024
Reduced 14.59%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
249,163
shares
|
$27.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
240,944
shares
|
$26.9 Million
0.01% of portfolio
|
Q2 2024
Added 6.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
229,668
shares
|
$25.6 Million
0.02% of portfolio
|
Q2 2024
Added 9.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
161,806
shares
|
$18.1 Million
0.04% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
148,776
shares
|
$16.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
135,511
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
134,574
shares
|
$15 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
121,795
shares
|
$13.6 Million
0.05% of portfolio
|
Q2 2024
Added 57.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
119,509
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
87,298
shares
|
$9.75 Million
0.01% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 31, 2024 Q2 2024 |
70,588
shares
|
$7.88 Million
4.25% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
70,029
shares
|
$7.82 Million
0.07% of portfolio
|
Q2 2024
Reduced 9.17%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
65,746
shares
|
$7.34 Million
4.29% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
64,024
shares
|
$7.15 Million
0.08% of portfolio
|
Q2 2024
Added 2398.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,194
shares
|
$6.61 Million
0.11% of portfolio
|
Q2 2024
Reduced 21.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
59,008
shares
|
$6.59 Million
0.02% of portfolio
|
Q2 2024
Added 7.03%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
58,621
shares
|
$6.55 Million
0.26% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
58,082
shares
|
$6.49 Million
1.02% of portfolio
|
Q2 2024
Added 54.82%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
57,016
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
53,104
shares
|
$5.93 Million
0.15% of portfolio
|
Q2 2024
Added 14.04%
|