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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,186
shares
|
$889,914
0.15% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,881
shares
|
$852,143
0.1% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,875
shares
|
$851,400
0.0% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,663
shares
|
$825,145
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,440
shares
|
$797,529
0.14% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
6,007
shares
|
$743,906
0.05% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,586
shares
|
$691,770
0.01% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
5,384
shares
|
$666,754
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
5,364
shares
|
$664,277
0.02% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
5,053
shares
|
$625,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,031
shares
|
$623,039
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
4,809
shares
|
$595,546
0.06% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
4,804
shares
|
$594,927
0.31% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,696
shares
|
$581,552
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,665
shares
|
$577,713
0.07% of portfolio
|
Q4 2022
Added 664.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,328
shares
|
$535,979
0.01% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
4,178
shares
|
$517,403
0.1% of portfolio
|
Q2 2025
Added 100.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,076
shares
|
$504,771
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,045
shares
|
$500,932
0.01% of portfolio
|
Q2 2020
Reduced 0.74%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,861
shares
|
$478,146
0.17% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
3,854
shares
|
$477,279
0.04% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,839
shares
|
$475,421
0.04% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,748
shares
|
$464,152
0.16% of portfolio
|
Q2 2022
Added 2.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,709
shares
|
$459,322
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
3,647
shares
|
$451,644
0.19% of portfolio
|
Q3 2024
New holding
|