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 6.92 Million shares, which have been reported (via 13F filing form) to have a value of $796 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
927
shares
|
$106,781
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
904
shares
|
$104,131
0.0% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
890
shares
|
$102,519
0.04% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
889
shares
|
$102,403
0.04% of portfolio
|
Q2 2024
Reduced 66.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
888
shares
|
$102,288
0.0% of portfolio
|
Q2 2024
Added 15.78%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
837
shares
|
$96,414
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
825
shares
|
$95,031
0.01% of portfolio
|
Q4 2021
Reduced 19.51%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
801
shares
|
$92,267
0.0% of portfolio
|
Q3 2024
Added 20.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
650
shares
|
$74,873
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
485
shares
|
$55,867
0.05% of portfolio
|
Q2 2024
Reduced 21.14%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
462
shares
|
$53,217
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
451
shares
|
$51,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
447
shares
|
$51,489
0.01% of portfolio
|
Q1 2023
Added 93.51%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
387
shares
|
$44,578
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
330
shares
|
$38,012
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
300
shares
|
$34,557
0.0% of portfolio
|
Q4 2023
Reduced 45.16%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
289
shares
|
$33,289
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
275
shares
|
$31,677
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
273
shares
|
$31,446
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
244
shares
|
$28,106
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
202
shares
|
$23,268
0.0% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
199
shares
|
$22,922
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
166
shares
|
$19,121
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
149
shares
|
$17,163
0.0% of portfolio
|
Q2 2023
Reduced 93.79%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
136
shares
|
$15,665
0.0% of portfolio
|
Q1 2024
New holding
|