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 211 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $872 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,931
shares
|
$6.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
42,671
shares
|
$5.28 Million
0.07% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
41,839
shares
|
$5.18 Million
0.63% of portfolio
|
Q2 2025
Reduced 35.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
41,409
shares
|
$5.13 Million
0.07% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
40,988
shares
|
$5.08 Million
0.0% of portfolio
|
Q2 2025
Added 285.15%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
38,247
shares
|
$4.74 Million
2.16% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
36,555
shares
|
$4.53 Million
0.26% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
31,699
shares
|
$3.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
26,484
shares
|
$3.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.87%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
26,128
shares
|
$3.24 Million
0.02% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
23,690
shares
|
$2.93 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,151
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
22,404
shares
|
$2.77 Million
4.29% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
21,279
shares
|
$2.64 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,799
shares
|
$2.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,377
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
19,256
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,408
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,025
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
16,900
shares
|
$2.09 Million
0.26% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,882
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
16,275
shares
|
$2.02 Million
0.27% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,807
shares
|
$1.96 Million
0.15% of portfolio
|
Q2 2025
Added 29.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,099
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,716
shares
|
$1.82 Million
0.52% of portfolio
|
Q2 2025
Added 1.48%
|