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 209 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $790 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
18,924
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
18,194
shares
|
$1.84 Million
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
18,033
shares
|
$1.82 Million
1.23% of portfolio
|
Q1 2025
Reduced 44.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
16,981
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
16,900
shares
|
$1.71 Million
0.28% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
15,911
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,136
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
14,534
shares
|
$1.47 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,172
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,647
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
12,990
shares
|
$1.31 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
12,806
shares
|
$1.3 Million
0.77% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
12,394
shares
|
$1.25 Million
0.62% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,232
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Added 101833.33%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
11,307
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
11,265
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
11,039
shares
|
$1.12 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,886
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
10,829
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,629
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,544
shares
|
$1.07 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,458
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
10,195
shares
|
$1.03 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,191
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 30.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,187
shares
|
$929,173
0.0% of portfolio
|
Q4 2024
Added 4.85%
|