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 207 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $841 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
7,523
shares
|
$824,896
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,373
shares
|
$808,449
0.01% of portfolio
|
Q4 2024
Added 68.22%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
7,327
shares
|
$803,405
0.2% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,296
shares
|
$800,006
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
7,173
shares
|
$786,519
0.17% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,449
shares
|
$707,132
0.1% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,440
shares
|
$706,146
0.14% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,298
shares
|
$690,575
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6,151
shares
|
$674,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
5,978
shares
|
$655,487
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,866
shares
|
$643,206
0.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,821
shares
|
$638,272
0.02% of portfolio
|
Q4 2024
Reduced 26.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,544
shares
|
$607,899
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,522
shares
|
$605,487
0.04% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
5,431
shares
|
$595,509
0.0% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,401
shares
|
$592,219
0.07% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,390
shares
|
$591,013
0.47% of portfolio
|
Q4 2024
Reduced 30.58%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,024
shares
|
$550,881
0.0% of portfolio
|
Q4 2024
Reduced 42.97%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,741
shares
|
$519,850
0.08% of portfolio
|
Q2 2023
Added 0.08%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
4,672
shares
|
$512,284
0.06% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
4,670
shares
|
$512,065
0.18% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,665
shares
|
$511,517
0.07% of portfolio
|
Q4 2022
Added 664.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,512
shares
|
$494,740
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
4,292
shares
|
$470,617
0.04% of portfolio
|
Q4 2024
Added 39.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,148
shares
|
$454,828
0.0% of portfolio
|
Q3 2024
Added 1.54%
|