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 198 institutions that hold shares in the stock, with a total of 7.28 Million shares, which have been reported (via 13F filing form) to have a value of $847 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,600
shares
|
$418,968
0.0% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,468
shares
|
$403,605
0.11% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,463
shares
|
$403,023
0.07% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,403
shares
|
$396,041
0.01% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,391
shares
|
$394,644
0.02% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,360
shares
|
$391,036
0.03% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,359
shares
|
$390,920
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
3,355
shares
|
$390,454
0.14% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,353
shares
|
$390,222
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
3,280
shares
|
$381,726
0.27% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,269
shares
|
$380,446
0.23% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
3,253
shares
|
$378,584
0.03% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
3,073
shares
|
$357,635
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
3,071
shares
|
$357,402
0.18% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
3,001
shares
|
$349,256
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,993
shares
|
$348,325
0.4% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,918
shares
|
$339,596
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
2,918
shares
|
$339,596
0.03% of portfolio
|
Q1 2025
Reduced 26.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,900
shares
|
$337,502
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
2,871
shares
|
$334,126
0.09% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,864
shares
|
$333,312
0.03% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,705
shares
|
$314,807
0.08% of portfolio
|
Q2 2023
Reduced 15.1%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,698
shares
|
$313,993
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,574
shares
|
$299,562
0.01% of portfolio
|
Q1 2025
Reduced 56.12%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,454
shares
|
$285,596
0.0% of portfolio
|
Q1 2025
New holding
|