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 209 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $791 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,097
shares
|
$212,090
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,088
shares
|
$211,180
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,075
shares
|
$209,865
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,062
shares
|
$208,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
1,970
shares
|
$199,245
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,966
shares
|
$198,841
0.16% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
1,963
shares
|
$198,537
0.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,913
shares
|
$193,480
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,895
shares
|
$191,660
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
1,811
shares
|
$183,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,807
shares
|
$182,759
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,771
shares
|
$179,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,738
shares
|
$175,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,648
shares
|
$166,678
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,424
shares
|
$144,023
0.0% of portfolio
|
Q4 2024
Added 53.12%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,068
shares
|
$108,017
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,059
shares
|
$107,107
0.07% of portfolio
|
Q3 2023
Added 24.15%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,040
shares
|
$105,185
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,027
shares
|
$103,870
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
953
shares
|
$96,386
0.0% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
898
shares
|
$90,823
0.0% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
889
shares
|
$89,913
0.04% of portfolio
|
Q2 2024
Reduced 66.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
837
shares
|
$84,654
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
825
shares
|
$83,440
0.01% of portfolio
|
Q4 2021
Reduced 19.51%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
820
shares
|
$82,934
0.04% of portfolio
|
Q4 2024
Reduced 7.87%
|