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 214 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $884 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,716
shares
|
$1.86 Million
0.52% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,516
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 98.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
14,414
shares
|
$1.82 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
14,259
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 74.48%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,234
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,684
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
12,626
shares
|
$1.59 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
12,226
shares
|
$1.54 Million
0.66% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
11,539
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
11,186
shares
|
$1.41 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,161
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,144
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
10,808
shares
|
$1.36 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
10,229
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
10,195
shares
|
$1.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
10,104
shares
|
$1.28 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,010
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,800
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 77.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,918
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
8,459
shares
|
$1.07 Million
0.84% of portfolio
|
Q2 2025
Reduced 53.09%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
8,253
shares
|
$1.04 Million
0.54% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,187
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
7,996
shares
|
$1.01 Million
0.39% of portfolio
|
Q2 2025
Reduced 58.47%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
7,230
shares
|
$913,076
0.18% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,186
shares
|
$907,519
0.15% of portfolio
|
Q2 2025
Added 0.08%
|