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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,866
shares
|
$231,085
0.03% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
1,857
shares
|
$229,970
0.01% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,856
shares
|
$229,847
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,815
shares
|
$224,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
1,778
shares
|
$220,187
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,776
shares
|
$219,939
0.01% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,758
shares
|
$217,710
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
1,755
shares
|
$217,339
0.14% of portfolio
|
Q2 2025
Reduced 46.49%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,737
shares
|
$215,110
0.0% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,618
shares
|
$200,373
0.01% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,555
shares
|
$192,571
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,479
shares
|
$183,159
0.01% of portfolio
|
Q2 2025
Reduced 61.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,075
shares
|
$133,128
0.0% of portfolio
|
Q2 2025
Added 1785.96%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,059
shares
|
$131,146
0.07% of portfolio
|
Q3 2023
Added 24.15%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,044
shares
|
$129,288
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,012
shares
|
$125,326
0.0% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
956
shares
|
$118,391
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
927
shares
|
$114,799
0.01% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
898
shares
|
$111,208
0.0% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
889
shares
|
$110,093
0.04% of portfolio
|
Q2 2024
Reduced 66.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
854
shares
|
$105,759
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
837
shares
|
$103,654
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
825
shares
|
$102,168
0.01% of portfolio
|
Q4 2021
Reduced 19.51%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
820
shares
|
$101,548
0.04% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
742
shares
|
$91,889
0.0% of portfolio
|
Q3 2024
Reduced 52.71%
|