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 207 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $841 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,073
shares
|
$336,954
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,002
shares
|
$329,169
0.05% of portfolio
|
Q2 2024
Added 36.33%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,993
shares
|
$328,182
0.4% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,990
shares
|
$327,853
0.0% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,900
shares
|
$317,985
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,811
shares
|
$308,226
0.0% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,705
shares
|
$296,603
0.08% of portfolio
|
Q2 2023
Reduced 15.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,514
shares
|
$275,660
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,491
shares
|
$273,138
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$266,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,418
shares
|
$265,133
0.01% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,384
shares
|
$261,405
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
2,326
shares
|
$255,045
0.13% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,237
shares
|
$245,287
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,236
shares
|
$245,177
0.01% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,202
shares
|
$241,449
0.05% of portfolio
|
Q1 2024
Reduced 92.18%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
2,186
shares
|
$239,694
0.02% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
2,138
shares
|
$234,431
0.27% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,121
shares
|
$232,567
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,110
shares
|
$231,361
0.01% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,097
shares
|
$229,936
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,088
shares
|
$228,949
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,075
shares
|
$227,523
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,062
shares
|
$226,098
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
1,970
shares
|
$216,010
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|