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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,406
shares
|
$297,959
0.01% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,367
shares
|
$293,129
0.03% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,351
shares
|
$291,147
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
2,315
shares
|
$286,689
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,282
shares
|
$282,602
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,228
shares
|
$275,915
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,202
shares
|
$272,695
0.05% of portfolio
|
Q1 2024
Reduced 92.18%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
2,189
shares
|
$271,085
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,171
shares
|
$268,856
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,145
shares
|
$265,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,131
shares
|
$263,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,121
shares
|
$262,664
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,109
shares
|
$261,178
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,105
shares
|
$260,683
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,102
shares
|
$260,311
0.0% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,097
shares
|
$259,692
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
2,096
shares
|
$259,568
0.24% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
2,084
shares
|
$258,082
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,077
shares
|
$257,215
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
1,987
shares
|
$246,070
0.0% of portfolio
|
Q2 2025
Reduced 26.35%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
1,970
shares
|
$243,964
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
1,942
shares
|
$240,497
0.09% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
1,939
shares
|
$240,125
0.15% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,904
shares
|
$235,791
0.19% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,896
shares
|
$234,800
0.0% of portfolio
|
Q2 2025
New holding
|