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 214 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $884 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
100
shares
|
$12,629
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
94
shares
|
$11,871
0.0% of portfolio
|
Q2 2025
Reduced 95.36%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
94
shares
|
$11,871
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
90
shares
|
$11,366
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
78
shares
|
$9,850
0.0% of portfolio
|
Q1 2025
Reduced 99.31%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
75
shares
|
$9,471
0.01% of portfolio
|
Q1 2025
Reduced 81.48%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
53
shares
|
$6,693
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
41
shares
|
$5,177
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
31
shares
|
$3,914
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,515
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,136
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5
shares
|
$631
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|