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 191 institutions that hold shares in the stock, with a total of 7.02 Million shares, which have been reported (via 13F filing form) to have a value of $862 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,530
shares
|
$433,166
0.03% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
3,463
shares
|
$424,944
0.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,391
shares
|
$416,109
0.03% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,360
shares
|
$412,305
0.03% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,353
shares
|
$411,446
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
3,262
shares
|
$400,280
0.14% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,247
shares
|
$398,439
0.2% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,230
shares
|
$396,353
0.01% of portfolio
|
Q2 2024
Reduced 11.39%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,228
shares
|
$396,107
0.12% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,159
shares
|
$387,640
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
3,080
shares
|
$377,946
0.12% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,072
shares
|
$376,965
0.03% of portfolio
|
Q3 2024
Added 65.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,002
shares
|
$368,375
0.05% of portfolio
|
Q2 2024
Added 36.33%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,993
shares
|
$367,271
0.4% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,976
shares
|
$365,184
0.04% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,900
shares
|
$355,859
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,826
shares
|
$346,778
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,819
shares
|
$345,919
0.22% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,811
shares
|
$344,937
0.0% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,705
shares
|
$331,930
0.08% of portfolio
|
Q2 2023
Reduced 15.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,561
shares
|
$314,260
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,531
shares
|
$310,579
0.0% of portfolio
|
Q3 2024
Reduced 96.05%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,400
shares
|
$294,504
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,383
shares
|
$292,417
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,357
shares
|
$289,227
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|