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 191 institutions that hold shares in the stock, with a total of 7.02 Million shares, which have been reported (via 13F filing form) to have a value of $862 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
|
$140 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
902,719
shares
|
$111 Million
0.05% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
748,935
shares
|
$91.9 Million
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
289,977
shares
|
$35.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
228,890
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
222,856
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,664
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
191,926
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2024
Added 9554.23%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
184,607
shares
|
$22.7 Million
0.0% of portfolio
|
Q3 2024
Added 10294.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
175,134
shares
|
$21.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 40.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
170,668
shares
|
$20.9 Million
0.05% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
165,610
shares
|
$20.3 Million
0.04% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
161,733
shares
|
$19.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
130,845
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
129,733
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
88,120
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
79,960
shares
|
$9.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 34.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,700
shares
|
$8.68 Million
0.01% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
70,631
shares
|
$8.67 Million
4.27% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
69,606
shares
|
$8.54 Million
4.48% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
62,901
shares
|
$7.72 Million
0.02% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
62,883
shares
|
$7.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
60,594
shares
|
$7.44 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
60,018
shares
|
$7.36 Million
0.98% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
59,909
shares
|
$7.35 Million
0.25% of portfolio
|
Q3 2024
Added 2.2%
|