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 199 institutions that hold shares in the stock, with a total of 7.38 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
7,312
shares
|
$819,382
0.19% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,180
shares
|
$804,590
0.17% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,463
shares
|
$724,243
0.1% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,440
shares
|
$721,666
0.14% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,682
shares
|
$636,724
0.01% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
5,554
shares
|
$622,381
0.3% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
5,504
shares
|
$616,778
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,489
shares
|
$615,097
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
5,376
shares
|
$602,434
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
5,220
shares
|
$584,953
0.04% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,028
shares
|
$563,437
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,930
shares
|
$552,455
0.02% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
4,910
shares
|
$550,214
0.32% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,700
shares
|
$526,682
0.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,665
shares
|
$522,759
0.07% of portfolio
|
Q4 2022
Added 664.75%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
4,447
shares
|
$498,330
0.05% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,076
shares
|
$456,756
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,045
shares
|
$453,282
0.01% of portfolio
|
Q2 2020
Reduced 0.74%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,984
shares
|
$446,447
0.05% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,954
shares
|
$443,085
0.0% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
3,870
shares
|
$433,672
0.18% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,793
shares
|
$425,043
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,748
shares
|
$420,000
0.16% of portfolio
|
Q2 2022
Added 2.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
3,647
shares
|
$408,682
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,630
shares
|
$406,777
0.02% of portfolio
|
Q1 2025
Added 0.06%
|