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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,645
shares
|
$451,396
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,553
shares
|
$440,003
0.02% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,468
shares
|
$429,477
0.11% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,463
shares
|
$428,857
0.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,457
shares
|
$428,114
0.01% of portfolio
|
Q2 2025
Added 101.93%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,391
shares
|
$419,941
0.02% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,365
shares
|
$416,721
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,360
shares
|
$416,102
0.03% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
3,355
shares
|
$415,483
0.13% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,353
shares
|
$415,235
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,269
shares
|
$404,832
0.23% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,230
shares
|
$400,003
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
3,204
shares
|
$396,783
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,071
shares
|
$380,312
0.17% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,001
shares
|
$371,643
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,993
shares
|
$370,653
0.4% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
2,918
shares
|
$361,365
0.03% of portfolio
|
Q1 2025
Reduced 26.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,900
shares
|
$359,136
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
2,879
shares
|
$356,535
0.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
2,871
shares
|
$355,544
0.09% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
2,843
shares
|
$352,077
0.26% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,827
shares
|
$350,095
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,725
shares
|
$337,464
0.02% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,705
shares
|
$334,987
0.08% of portfolio
|
Q2 2023
Reduced 15.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,417
shares
|
$299,321
0.0% of portfolio
|
Q2 2025
New holding
|