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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,516
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 98.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
14,414
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
14,259
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 74.48%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,234
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.0%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
12,849
shares
|
$1.59 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,684
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
12,226
shares
|
$1.51 Million
0.66% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
11,736
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 90.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
11,539
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
11,295
shares
|
$1.4 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,161
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,144
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
10,919
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
10,195
shares
|
$1.26 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
10,104
shares
|
$1.25 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
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,800
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 77.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,918
shares
|
$1.1 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
|
$1.05 Million
0.84% of portfolio
|
Q2 2025
Reduced 53.09%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
8,253
shares
|
$1.02 Million
0.54% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
8,187
shares
|
$1.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
7,996
shares
|
$990,224
0.39% of portfolio
|
Q2 2025
Reduced 58.47%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,854
shares
|
$972,639
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
7,339
shares
|
$908,861
0.01% of portfolio
|
Q2 2025
Reduced 59.7%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
7,267
shares
|
$899,945
0.18% of portfolio
|
Q2 2025
Reduced 0.62%
|