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 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
451
shares
|
$51,779
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
447
shares
|
$51,320
0.01% of portfolio
|
Q1 2023
Added 93.51%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
405
shares
|
$46,498
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
387
shares
|
$44,431
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
289
shares
|
$33,180
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
275
shares
|
$31,572
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
273
shares
|
$31,343
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
271
shares
|
$31,113
0.0% of portfolio
|
Q4 2024
Reduced 99.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
244
shares
|
$28,013
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
204
shares
|
$23,421
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
199
shares
|
$22,847
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
170
shares
|
$19,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
166
shares
|
$19,058
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
160
shares
|
$18,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
142
shares
|
$16,303
0.0% of portfolio
|
Q4 2024
Reduced 52.67%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
141
shares
|
$16,188
0.01% of portfolio
|
Q4 2024
Reduced 64.03%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
136
shares
|
$15,614
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
134
shares
|
$15,384
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
112
shares
|
$12,858
0.0% of portfolio
|
Q4 2024
Reduced 88.54%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
112
shares
|
$12,858
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
106
shares
|
$12,169
0.01% of portfolio
|
Q2 2024
Reduced 97.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
101
shares
|
$11,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$11,481
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
93
shares
|
$10,677
0.0% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
90
shares
|
$10,332
0.0% of portfolio
|
Q1 2024
New holding
|